You are using an older browser version. Please use a supported version for the best MSN experience.

Elevation Capital Value Fund

23600
=
0.00
-
-
  • Previous Close

    0.00

  • Net Assets

    23.79m

  • Yield

    2.45%

  • Front load

    None

  • Expenses

    -

  • Category

    Equity Region World

  • Morningstar Risk

    Below Average

  • Morningstar Rating ★★
Profile

Name of Issuer

Elevation Capital Management Limited

Fund Style

Open

Fund Manager

Christopher Swasbrook

Investment Style

Medium Value

The Value Fund will take positions in securities of listed and unlisted New Zealand, Australian, and foreign entities. The Value Fund will consist of a widely diversified and actively monitored portfolio, where the maximum single exposure is 5% of the Net Asset Value of the Fund.

Purchase Information

Initial Purchase 5,000
Initial Purchase: IRA NA
Initial Purchase: AIP 100

Inception

9/12/2008

image beaconimage beaconimage beacon