The Elevation Capital Global Shares Fund, seeks to provide investors with long-term capital growth and income by directly investing in global equities.
GLOBAL SHARES FUND
Key Features.
The Global Shares Fund (“The Fund”) managed by Elevation Capital Management Limited (FSP#9601) is a New Zealand Portfolio Investment Entity (PIE) that seeks to provide investors with long-term capital growth and income by directly investing in equities (shares) on a global basis;
The Fund employs a value-focused investment approach;
The Fund’s opportunity set is unconstrained by market capitalisation or geography;
The Fund is actively managed with a focus on long-term returns;
The Fund has no entry or exit fees, no performance fees, no debt or derivatives and no index hugging; just independent thinking - disciplined investing.
GLOBAL SHARES FUND
Portfolio Investment Themes.
CONSUMER BRANDS & RISING GLOBAL INCOMES
MEDIA & ENTERTAINMENT
FLAVOURS & FRAGRANCES
MUSIC & STREAMING
FOOD & BEVERAGE
TECHNOLOGY, FINANCIAL SERVICES, E-COMMERCE & PAYMENT
BEAUTY & HEALTHCARE
GLOBAL SHARES FUND
Current Portfolio
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GLOBAL SHARES FUND
Performance.
MARCH 2024
+2.22%
CALENDAR YEAR TO DATE
+9.90%
LAST 12 MONTHS
+7.85%
FINANCIAL YEAR TO DATE
+7.95%
LAST THREE YEARS (P.A.)
+4.15%
LAST FIVE YEARS (P.A.)
+11.17%
LAST TEN YEARS (P.A.)
+7.84%
SINCE INCEPTION (P.A.)
+7.25%
NUMBER OF EXITED POSITIONS
SINCE INCEPTION
400
PROFITABLE POSITIONS SINCE
INCEPTION IN LOCAL CURRENCY
315
BATTING AVERAGE SINCE
INCEPTION IN LOCAL CURRENCY
78.75%
PROFIT FACTOR SINCE
INCEPTION IN NZD
3.04x
PROFITABLE POSITIONS SINCE
INCEPTION IN NZD
307
BATTING AVERAGE SINCE
INCEPTION IN NZD
76.75%
The performance returns detailed above are net of fees and taxes within the fund, but exclude any individual taxes. The returns include reinvestment of all distributions.
Past performance is not indicative of future returns.
GLOBAL SHARES FUND
Awards & Nominations.
GLOBAL SHARES FUND
Offer Documents, Reports & Advertisements.
GLOBAL SHARES FUND
How to Invest.
Minimum
Investment
$50,000
Easy Regular Monthly Contributions
minimum $100 per month
Simple Online Application
& AML Process
via CloudCheck
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