SPHERE is meant for an investor who wants to take advantage of thematic opportunities. These thematic opportunities may appear in the form of sectors, geographies, or even assets. SPHERE suits the cost conscious and disciplined investor. SPHERE fee structure: Fixed fee of 1.5% p.a. of AUM computed on daily average portfolio value charged on a quarterly basis. All other expenses at Actuals. (Fees Excl. GST). SPHERE is the ideal product to grow your retirement nest egg and is suitable for all investors keen on long-term wealth creation.

We follow a top-down approach to investing. This process involves tracking global macros and finding undervalued pockets of the market. Our approach to thematic investing is contrarian in nature. We believe that entering and exiting early is an excellent way to manage risk.

The investment flexibility that SPHERE offers ensures that it’s always a good time to invest. At any point in the market cycle, there will be an opportunity to invest in at least one asset class – be it equity, commodities, precious metals, or fixed income. We follow a theme focused approach to asset allocation. The ideal SPHERE investor has a minimum investment horizon of five years.

What makes SPHERE unique is the power of thematic investing. The best way to invest in a theme may be through a few undervalued individual securities or a basket in the form of a mutual fund or ETF. So, the SPHERE portfolio consists of stocks, mutual funds, and ETFs. It maintains an equity focus, with the flexibility to move into other asset classes whenever market opportunities arise. SPHERE also helps consolidate your investment decisions into one product.

SPHERE allows you to have your cake and eat it too. Peter Lynch aptly called diversification as di-worse-ification. At SPHERE, we’ll help you reap the benefits of diverse product offerings without losing focus. SPHERE is an all-in-one investment product suitable for long-term wealth creation.