Elevation Capital Global Shares Fund
23600
Elevation Capital Global Shares Fund 23600 Strategy
The principal objective of the Fund is to achieve positive absolute returns after fees and expenses but before tax over the long term (that is a period of at least five years). We seek to achieve this objective by providing investors with long-term income and capital growth by directly investing in shares (equity securities) on a global basis, (as detailed below and further described in the Fund's Statement of Investment Policy and Objectives “SIPO”).
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.
Funds News & Analysis
funds
KiwiSaver Survey | December Quarter 2025
KiwiSaver assets increased, ending the quarter at close to NZD 145 billion rising almost $5b this quarter due to a combination of market returns across the board, and inflows.
funds
Australia’s best fund managers chart the course for 2026
How Australian managers are navigating the investment seas.
funds
Listed Investment Companies monthly performance: December 2025
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,954.60 | 104.20 | -1.15% |
| CAC 40 | 8,263.74 | 25.57 | 0.31% |
| DAX 40 | 24,617.38 | 126.32 | 0.52% |
| Dow JONES (US) | 49,683.57 | 182.27 | 0.37% |
| FTSE 100 | 10,351.26 | 42.04 | 0.41% |
| HKSE | 26,559.95 | 325.29 | -1.21% |
| NASDAQ | 22,679.05 | 225.53 | -0.98% |
| Nikkei 225 | 54,253.68 | 435.64 | 0.81% |
| NZX 50 Index | 13,444.02 | 23.27 | -0.17% |
| S&P 500 | 6,861.29 | 62.89 | 0.93% |
| S&P/ASX 200 | 8,708.80 | 96.70 | -1.10% |
| SSE Composite Index | 4,065.58 | 10.33 | -0.25% |