Built to Protect, Designed for Performance

Our new ICAV structure has been officially approved by the Central Bank of Ireland and is launching today with capital commitments exceeding USD 100 million. Our target over the next three years: USD 2 billion Assets under Management. Some of the world's most prestigious family offices are among our seed investors, a clear vote of confidence in our strategy.

Both funds leverage our proprietary AI-driven forecasting and optimisation technology, which has been continuously refined over the past 20 years. The system processes millions of global data points daily, identifies patterns beyond human capability, and eliminates emotional biases from investment decisions. The result: an average annual outperformance of 8.4% p.a. versus a global benchmark index—delivered consistently over two decades.

Our technology excels not only in performance, but also in trust: for years, it has been deployed as Software-as-a-Service (SaaS) by some of the world's leading financial institutions.

Two Funds, One Philosophy

The SW Multi Asset AI Flagship Fund invests globally in equities, bonds, and commodities. The underlying forecasts and instruments have proven themselves for over five years within our AMC product “Multi Asset Global Rotation” (ISIN CH0590207988), establishing Smart Wealth as a benchmark in this domain.

The SW Global Equity Plus AI Fund focuses on global equities and unites regulatory discipline with ethical principles: UCITS-compliant and Sharia-compliant. This unique combination delivers global diversification, robust ethical investment criteria, and compelling risk-adjusted returns—while adhering to some of the world’s strictest regulatory standards.

Our Commitment

Smart Wealth was founded with the ambition to define a new standard in asset management: scientific, data-driven, and uninfluenced by human emotion. Today, our approach is not just validated—it clearly sets us apart. Our funds respond more rapidly, trade more efficiently, and recover from market turbulence up to 60% faster than traditional benchmarks.

Our CEO & Founder, Dr Miro Mitev, on the launch of the two funds: “The term Artificial Intelligence is used rather freely today—our model, however, is designed to eliminate human biases entirely.

Our results confirm this approach: our investment products deliver superior risk-adjusted returns on high-quality underlying assets. At their core, our AI defines smart beta strategies for liquid blue-chip assets, targeting higher returns for equivalent risk.

Over the past 20 years, our AI-driven portfolios have outperformed the benchmark by an impressive 8.4% annually. Our AI not only generates strong returns in favourable markets—it also preserves capital in crisis periods, operating free from human emotion. As a result, we reduce drawdowns and recover from market downturns around 60% faster than conventional benchmarks.

One of my key learnings from more than two decades in AI: the only valid basis of comparison for AI solutions is their actual performance—and ours speaks for itself.”

Jim Leggate, Head of EMEA at Russell Investments, adds: “We're excited to support Smart Wealth as their dedicated implementation partner in expanding access to their AI-driven investment strategies. Leveraging our deep implementation expertise and strong track record of working with leading asset managers globally, we aim to help Smart Wealth bring these innovative strategies to market efficiently and at scale.”

With the launch of our ICAV structure, we are opening the door to a new era: our AI-driven investment strategy is now globally accessible to professional investors.

Strength in Partnership

As investment manager, we have enlisted Russell Investments as a global implementation specialist to execute our AI strategies operationally. Further partners including Carne, Northern Trust, Dechert LLP and Deloitte safeguard the high quality standards of our new fund structure.