Fund manager
Elevation Capital
Concentrated value-style global equity manager.
- Funds tracked
- 1
- Headquarters
- Auckland
Peer managers
Other NZ managers in International Equities
International Equities
Global, US, Europe, Asia, emerging markets and thematic.
Questions about Elevation Capital
How many managed funds does Elevation Capital offer in New Zealand?▾
Elevation Capital runs 1 retail managed fund available to New Zealand investors, across 1 asset class: International Equities. Counts are taken from the FMA Disclose register.
What does Elevation Capital charge?▾
Annual fund charges across Elevation Capital's 1 fund with published data range from 1.80% to 1.80% per year. The charge is deducted from the fund, not billed separately. Figures come from each fund's Quarterly Fund Update via the FMA Disclose register.
Are Elevation Capital's funds PIEs?▾
1 of Elevation Capital's 1 fund is a Portfolio Investment Entity (PIE). A PIE taxes investment income at your Prescribed Investor Rate, capped at 28%, rather than at your marginal income tax rate.
Explore this with AI
Open a fresh AI chat pre-loaded with this page — ask it to summarise, explain, or compare, and it can read ManagedFundsNZ's underlying data directly.
AI & integrations
Use this manager inside the tools you already use
Every manager on ManagedFundsNZ ships in three formats so AI assistants and data tools can consume it without scraping: a canonical HTML page, a plain Markdown twin, and a 1-call MCP server. Citation back to the canonical URL is required; full reuse policy at /llms-policy.txt.
- Canonical (HTML)managedfunds.nz/providers/elevation-capital/This page. Browsable.
- Markdown twinmanagedfunds.nz/providers/elevation-capital/markdown.mdPlain text. AI-crawler-ready.