Outperforming the world's
best asset managers,
since day one.
Since inception, both Smart Wealth AI Flagship Funds have delivered top-of-peer-group returns, beating not only passive benchmarks like the MSCI World and S&P 500, but also the highest-ranked active funds at BlackRock, Pictet, UBS, Julius Baer, Goldman Sachs, JPMorgan, Vontobel and dozens of other established managers.
since 07 Jul 2025
since 07 Jul 2025
since 21 Jul 2025
The Engine Behind the Numbers
SW Multi Asset AI Flagship Fund vs.
Morningstar Top-Ranked Global Peers
The SW Multi Asset AI Flagship Fund (white line) leads a curated peer group of the highest-ranked global multi-asset funds at Morningstar, including flagship strategies from BlackRock, Allianz, Amundi, Janus Henderson, Nordea, Robeco, Dimensional and First Eagle.
The fund outperforms its strongest peer by 3.8 percentage points and the peer-group average by more than 9 percentage points.
Crucially, the outperformance was consistent across all market regimes observed, including the Q1 2026 risk-off correction, when the fund retraced less than the peer median and recovered first.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | — | — | — | — | — | — | — | 2.00 | 1.80 | 4.98 | −0.75 | 1.11 |
| 2026 | 5.06 | 1.40 | −7.34 | 8.06 | — | — | — | — | — | — | — | — |
SW Multi Asset AI Flagship Fund vs.
Leading Swiss Multi Asset Funds
Against the most prominent Swiss multi-asset offerings, including funds from Pictet, UBS, Julius Baer, Vontobel, Mirabaud, Swiss Life, Sarasin, Raiffeisen, Swisscanto and St. Galler Kantonalbank, the SW Flagship Fund delivers an even wider margin of outperformance.
More than double the average return of the Swiss peer group, with a 12.2 pp spread.
This is the relevant peer set for Swiss wealth-management mandates: it represents what private banks and family offices in Switzerland typically allocate to. The data shows a clear gap between traditional balanced strategies and the AI-driven SW approach.
SW Global Equity Plus AI Fund vs.
MSCI World, S&P 500 & Top Equity Funds
The SW Global Equity Plus AI Fund is benchmarked against the two most widely tracked equity indices, the MSCI World and the S&P 500 (via their largest ETFs), and against top global equity funds from JPMorgan, Goldman Sachs, Dimensional, MFS, Dodge & Cox, Artisan, Causeway and Acatis, among others.
+7.4 pp ahead of the S&P 500. +8.2 pp ahead of the MSCI World. +14.3 pp ahead of the active peer average.
Generating consistent alpha above the S&P 500 is considered one of the hardest challenges in active management, over the long term, the large majority of active managers fail to do so. The Smart Wealth AI engine has delivered meaningful, sustained outperformance over its entire track record.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | — | — | — | — | — | — | — | −0.08 | 3.09 | 4.35 | −2.43 | 1.08 |
| 2026 | 7.36 | 0.63 | −7.38 | 9.96 | — | — | — | — | — | — | — | — |
Two funds. One conclusion.
Across two distinct strategies, balanced multi-asset and global equity, the Smart Wealth AI-driven funds have ranked at the top of every peer group examined, decisively beating both passive benchmarks and the best-known actively managed competitors in the industry. The track record is short but the signal is clear: AI-driven portfolio construction is producing outcomes that traditional discretionary management has not.
The performance on the following pages is generated by a fully automated, AI-driven investment process, running live since 2001, with continuous forecast signals from 2004 onwards. The model has traded through the dot-com aftermath, the GFC, the European debt scare, COVID, the rate-hiking cycle, two wars, tariff escalations, and every "this time is different" in between. Six steps, every business day, from 5,000 raw securities to a fully optimised portfolio, with no committee, no emotion, and no holiday in the loop.
The model does not panic in March 2020. It does not chase momentum in November 2021. It runs the same disciplined loop on a Tuesday in August as on the morning after an election surprise.
Backed by a FINMA-regulated asset manager, an FCA-regulated investment manager, a Central Bank-regulated fund vehicle, a Tier-1 administrator and custodian, and a Big Four auditor, the same institutional plumbing trustees, family offices and regulated allocators expect.