| Global Thematic |
Thematic Category |
Benchmark |
Description |
| GIP (Greatest Investor Portfolio) |
Economic |
S&P 500 |
US large cap play via Buffett Grade equity. 10 most undervalued stocks from Berkshire Hathaway’s listed portfolio. |
| GLOSEC (Global Security Sector) |
Political |
S&P World 1200 |
Tactical exposure to Security sector stocks which are likely to benefit from the secular growth in security sector worldwide. |
| SMANUF (Smart Manufacturing) |
Technology |
S&P World 1200 |
Manufacturing technologies are entering the Fourth-Generation riding on Automation, Cloud Computing, advanced robotics and Internet of Things. |
| GLOFIT (Global Fitness) |
Social |
S&P World 1200 |
Fitness is one next big opportunity with tech and lifestyle changes. Sub-themes include Smart Wearables, Bioinformatics, Organic diet/ Supplements, preventive diagnostics/Immunization. |
| GLOVR (Global Virtual Reality |
Technology |
S&P World 1200 |
Augmented/ Virtual reality is the next upcoming sector, with Facebook, Apple, Microsoft, etc investing organically and inorganically in R&D |
| GLOIOT (Global Internet of things) |
Technology |
S&P World 1200 |
By year 2025, Internet of things will grow to be a multi-trillion dollar industry (McKinsey estimate: $2.7-6.2tn) |
| GLORTL (Hedged Global Retail) |
Techno-Social |
S&P World 1200 |
While the online retail is booming at a spectacular rate, the traditional retailers are reeling under pressure and available cheap. |
| GLOMOB (Digital Global Mobility) |
Technology |
S&P World 1200 |
Transportation is evolving in this era of innovation. Digital technologies and Automation unleashing self-driven vehicles to drones. |
