Marketing communication
Thematic certificate · MGF

Artificial
Intelligence

Investing at the heart of the greatest economic restructuring since the industrial revolution, the global cognitive infrastructure now taking shape.

Global AI theme Active management Listed on SIX Swiss Exchange
Indicative mid price
USD
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Investment thesis

AI is ceasing to be a tool.
It is becoming a global cognitive infrastructure.

15.7T
Estimated contribution of AI to global GDP by 2030 (PwC Global AI Study)
×10
Growth in global AI infrastructure spending between 2022 and 2030 (IDC)
70%
Of Fortune 500 companies will integrate autonomous AI agents by 2026 (Gartner)
Indicative mid price · Artificial Intelligence

Certificate price

CH0470802635 · BCV · SIX Swiss Exchange · USD
USD
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Indicative price provided by BCV · Refreshed every 15 minutes during market hours · Closing net asset value calculated daily · Past performance is not indicative of future results.

AI is no longer a software tool.
It is the infrastructure of the next economic cycle.

MGF INTELLIGENCE ARTIFICIELLE

Market context

AI will restructure a significant share of global GDP by 2030

Artificial intelligence is entering a phase in which it ceases to be a software tool and becomes a global cognitive infrastructure. Models are evolving into autonomous agents capable of executing complex tasks continuously within organisations.

Current dynamics show an extreme concentration around a handful of players capable of financing and operating models at very large scale, semiconductors, cloud, cybersecurity and AI software form the backbone of this technology supercycle.

Source: PwC · IDC · Gartner Research

AI infrastructure
Investment universe

The full AI value chain

AI softwareProviders of generative AI solutions, autonomous agents and cognitive automation platforms.
SemiconductorsManufacturers of GPUs, specialised chips and acceleration hardware for model training.
Cloud & InfrastructureProviders of cloud services, data centres and high-performance networks for AI deployment.
CybersecurityCompanies protecting intelligent systems, AI-powered threat detection and digital sovereignty.
Sector applicationsCompanies integrating AI into healthcare, finance, robotics and transport at scale.
Top holdings

Portfolio selection

Alphabet Top holding · GOOGL · NASDAQ · 1-year
+38.7%
09/2512/2503/2606/2609/26
  • Alphabet 5.9%
  • Microsoft 5.9%
  • Nvidia 5.5%
  • Palantir Technologies 5.0%
  • Oracle 4.9%
Holdings as of 2026-09-10

AI is becoming the decision-making backbone of global finance, healthcare and industry

From autonomous agents to ubiquitous cognitive infrastructure, artificial intelligence is redefining the rules of global economic competition at a speed unprecedented in industrial history.

Certificate characteristics

MGF Intelligence Artificielle
Thematic certificate

Listed on the SIX Swiss Exchange, the MGF Artificial Intelligence thematic certificate aims to deliver long-term capital growth by investing in global companies positioned at the heart of the AI revolution.

Artificial Intelligence
ISINCH0470802635
IssuerBCV, Lausanne
CurrencyUSD
ListingSIX Swiss Exchange
AssetsEquities
ManagementActive Management
Buy / SellDaily via issuer
MaturityOpen-ended
Launch22 March 2019
Management fee1.30% p.a.
KIDENFR
TermsheetENFR
BCV base prospectusEN
Why this certificate

3 reasons
to invest

AI represents the greatest economic restructuring since the industrial revolution. Every sector will be transformed, and the companies that master this technology will capture a disproportionate share of the value created.

01
Diversified exposure
Access to the full AI value chain, semiconductors, cloud, software, cybersecurity and sector applications, through a global portfolio of selected companies.
02
Active management
Rigorous selection by our teams, with continuous portfolio adjustment as the AI ecosystem evolves rapidly and new technology leaders emerge.
03
Structural growth
AI benefits from accelerating adoption across every sector of the economy. This thematic certificate offers direct participation in the greatest technological disruption of our time.

Would you like to invest in our MGF Artificial Intelligence, AMC | MG Finance SA certificate?

To invest in one of our thematic certificates, you do not need a securities account with MG Finance or with our partner banks. You can simply place an instruction with your own bank, quoting the ISIN, the valor number or the symbol.

Contact us →

MG Finance SA · Av. du Général Guisan 46a, 1009 Pully · +41 21 614 75 75 · research@mgfinance.ch

MG Finance