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Elevation
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International shares, Shares

The Curve Fund

The strategy of the Fund is to mainly invest in shares (equity securities).

Risk indicator
5 out of 7

Higher numbers mean bigger ups and downs in value.

Estimated fund charge
1.72% p.a.

Set by the fund manager. No InvestNow account fees.

Minimum investment
$250

Or $50 per fund with a Regular Investment Plan.

Unit price
–

Buy/sell spread 0% / 0%.

About this fund

The strategy of the Fund is to mainly invest in shares (equity securities). The manager’s bottom-up, proprietary research may lead the Fund to investment opportunities in medium and smaller capitalisation shares in out-of-favour or overlooked industries and sectors. It may also lead us to invest in emerging market economies. The Fund has no geographic limitations on investment. The Fund invests “long” only and is indifferent to index compositions. “Long only” means the manager looks to buy what they believe to be well-priced securities – the manager does not look to take “short” positions in overvalued securities.

Before investing, read the Product Disclosure Statement and latest fund update.

Fund facts

Investment manager
Elevation
Fund type
Managed fund (PIE)
Asset class
International shares, Shares
Management style
Active
Inception date
09/12/2008
Fund size
$13.32M
Distributions
–
Regular Investment Plan
Not available
InvestNow KiwiSaver
Not available
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Fund performance

Returns are shown after fund fees and before tax. Periods longer than one year are annualised.

Growth of $10,000

A growth chart isn't available for this fund yet.

 
1 month
3 months
1 year
3 years
5 years
10 years
Since inception
The Curve Fund
-1.07%
1.47%
2.37%
8.27%
3.50%
7.72%
–

Past performance is not a guarantee of future returns. Returns exclude buy/sell spreads and transaction fees.

Fees and costs

InvestNow doesn’t charge account or administration fees. The fees below are set by the fund manager and are the same as investing with them directly.

Fee
Amount
What it means
Estimated annual fund charge
1.72% p.a.
Includes management and administration fees, deducted from the fund.
Performance fee
None
This fund doesn’t charge a performance fee.
Buy/sell spread
0% / 0%
A cost applied when you buy or sell units.
InvestNow account fees
None
No account or administration fees.

Fund documents

Read the Product Disclosure Statement and other fund information before you invest.

Product Disclosure Statement
PDF
Download
Elevation logo
About the manager

Elevation

The Curve Investments offers The Curve Fund (international equities) as a managed fund on the InvestNow platform.

Learn more about The Curve Investments, their investment options available to InvestNow customers plus access their latest news and updates below.

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Ready to invest in The Curve Fund?

Read the Product Disclosure Statement, then invest from $250, or from $50 per fund with a Regular Investment Plan.