Proven 20-year track record*
Smart Wealth’s AI signals have been outperforming the top funds in the world for the past 20 years, with an average 13.53% p.a. return since 2004
SW Global Equity Plus AI Fund
AI-driven asset management for more precision, better returns and lower risk
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Why invest in SW Global Equity Plus AI Fund?
No human limitations
Without the constriction of human emotional bias, our AI can identify warning signals and trends that elude many analysts
Attractive terms and fees
With the adoption of AI comes lower operational costs. By automating large data processing tasks, Smart Wealth can offer investors attractive, unmatched fees, starting from 0.15% p.a.
High risk-adjusted returns
The lack of human bias means our proprietary AI model can respond quickly and objectively to black swan events, ensuring investor capital is protected and managed with precision. Compared to its competitors, Smart Wealth’s AI technology recovers in 60% less time in times of crisis
*Across Siemens, C-Quadrat, iQ-FOXX, Smart Wealth
Dr. Miro Mitev, Founder & CEO
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From 2000 to 2009, Smart Wealth's AI-based forecasting and optimisation technology was used to provide forecasts and optimised investment portfolios to some of the world's leading banks and asset managers, honing its capabilities well before AI gained widespread recognition.
Now, as an independent AI-driven asset manager, Smart Wealth has taken control of its IP to give investors the unique opportunity to invest in a fund purely driven by a uniquely proven AI model.
SW Global Equity Plus AI Fund (a Sub-Fund of SW ICAV) is an Irish Collective Asset-management Vehicle (ICAV), regulated by the Central Bank of Ireland, and is a Qualifying Investor Alternative Investment Fund (QIAIF).
The ICAV is targeting US$150 million in seed capital from global LLPs.
We recognise that even the greatest allocators wrestle with human limitations:
Get in touch- Over 80% of actively managed funds fail to beat the benchmarks*
- Active funds are prone to key-man dependence and unstable teams
- AI more efficiently analyses and processes large amounts of data
*S&P Dow Jones Indices’ SPIVA Europe Year-End 2023 Report
Proven data outperformance across cycles since 2004
Based on actual AI-generated signals (forecasts) for clients.
Smart Wealth’s AI-driven algorithms have been refined for over two decades, consistently outperforming the world’s leading asset managers.
2004–today*
Smart Wealth: 13.94% p.a. / 1,573.64% overall
(Institutional Share Class)
(Institutional Share Class)
Smart Wealth: 12.98% p.a. / 1,295.40% overall
(Professional Share Class)
(Professional Share Class)
Index**: 8.55% p.a. / 488.52% overall
2019–today*
Smart Wealth: 15.12% p.a. / 152.83% overall
(Institutional Share Class)
(Institutional Share Class)
Smart Wealth: 14.14% p.a. / 138.92% overall
(Professional Share Class)
(Professional Share Class)
Index**: 14,24% p.a. / 140.34% overall
*Annualised return (net of fees), dividends of approx. 2% p.a. are not included.
**100% global stocks
Disclaimer: The actual live track record forecast signals from 2004 onwards provide the basis for the calculated returns. Historic results are no guarantee for future performance. Investments may increase or decrease in value.
Source: Smart Wealth, as per July 31st 2025
The underlying strategy of the fund can be viewed in more detail here.
Investment Criteria:
Allocation
Max weight to single stock
Max weight to gold
Equities
Gold
Cash
Weighting
8%
8%
0% - 92%
0% - 8%
0% - 100%
Investment Strategy:
- Global Equity Portfolio, UCITS eligible and Shariah compliant
- Diversified portfolio of liquid assets, including blue chip stocks, gold, cash (USD)*
- Target volatility of 16%
*No FX-hedging in other currencies
Attractive terms for investors:
With our AI doing the heavy lifting, Smart Wealth streamlines its processes to provide our investors with attractive fees.
International Securities Identification Number (ISIN)
Minimum investment ticket
Management & distribution fee p.a.
Performance fee
Hurdle rate p.a. with a high water mark
Catch-up*
Liquidity
Net data-based return p.a.
Volatility p.a.
Sharpe ratio
Institutional Share Class
IE000PVGGOM2
$1m
0.15%
20%
3%
Yes
Daily
13.94%
16.31%
0.85
Professional Share Class
IE000KJ6LK31
$0.1m
1.15%
20%
3%
Yes
Daily
12.98%
16.32%
0.80
*Catch-Up Provision: Once the hurdle rate is exceeded the catch-up provision allows the manager to earn the performance fee on the entire return, not just the portion above the hurdle rate.
Disclaimer: The actual live track record forecast signals from 2004 onwards provide the basis for the calculated returns. Historic results are no guarantee for future performance. Investments may increase or decrease in value.
Source: Smart Wealth, as per July 31st 2025
Download our Teaser and Prospectus Documents
Growth Stock Returns, Blue-Chip Stability
Smart Wealth delivers world-leading risk-adjusted returns, recovering from major market crises in 60% less time than the composite index.
Not even AI can time the market to perfection, but the lack of human biases allows our proprietary AI model to respond quickly and objectively ensuring investors stay ahead, even during black swan events.
Smart Wealth has a history of delivering consistent results. Its AI forecasts have been used by some of the world’s largest asset management firms and investment banks, including JP Morgan, Société Générale, Santander Asset Management, Commerzbank, Merrill Lynch BoA, KEPLER FONDS, SK Securities, HYUNDAI ASSET MANAGEMENT, and Fidelity Investment Services, to name a few.
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