There was a time when successful investing boiled down to finding an interesting idea and staying the course. Today, newspapers, blogs, and social media platforms are constantly throwing interesting ideas at investors. The sheer diversity of products (stocks, bonds, mutual funds, ETFs, metals), geographies (India or global), and assets (equities, commodities, metals, and fixed income) leave investors spoilt for choice and overwhelmed. Our objective at SPHERE is to retain the sophistication that diversity offers and simplify it for the savvy investor.
In the last decade, ithought developed a thematic mutual fund RIA model. The key learnings from this phase form the foundation of SPHERE. We have learnt that thematic investing involves identifying an interesting idea, nurturing conviction in contrarian themes, positioning each theme within a portfolio, investing continuously from early on, and reaping the rewards of patience.
Then we began thinking about how we could do more for investors like you. With a sound process in place, we could extend our thematic expertise to more products (ETFs, Stocks, and Bonds), and more avenues (global). Sphere could take you anywhere, are you ready for the ride?
Sphere is the first of its kind: a thematic multi-product, global, portfolio management service. With a flexible mandate, Sphere can bring all your investment ideas into a single product. Yes, it’s that simple! And don’t worry, it’s not expensive.
Who doesn’t want a 360º approach to investing? At some point, it becomes cumbersome for an investor to manage a host of products – Stocks, Mutual Funds, ETFs, that have a domestic and global focus. Wouldn’t it be nice to have all your investments in one place?
We Apply Our Philosophy at SPHERE to Back Companies With…
Superior Asset Allocation
Risk Aligned Strategy
Terms of Investment
||CRISIL Hybrid 50+50 Moderate Index. The said benchmark is chosen since it is a Multi-Asset Fund.
||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).
||For investors with a moderate risk appetite and expectations over a minimum period of 5 to 7 years.
||Mutual Funds: 0-100%
||Global Funds: 0-100%
||Cash/Liquid bees/Liquid funds: 0-100%
|Single Stock Exposure
||Not to exceed 25% of the total NAV of the portfolio.
Frequently asked Questions
Who is SPHERE meant for?
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.
How does SPHERE pick investment themes?
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.
When is a good time to invest in SPHERE?
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 does SPHERE do differently?
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.
Why should you invest in SPHERE?
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.