# Elevation Capital Managed Investments Schemes

> FMA-registered Managed Investment Scheme containing 1 retail managed fund. Scheme name sourced from the FMA Disclose register via Sorted Smart Investor. ManagedFundsNZ does not give financial advice and does not publish opinion-based ratings.

- **FMA scheme number:** SCH11207
- **Brand manager:** Elevation Capital
- **Legal issuer:** The Curve Investments Limited
- **Funds in our coverage:** 1
- **Asset classes covered:** 1 (International Equities)
- **Offer document(s):** OFR11348 (Elevation Capital Global Shares Fund)
- **Last verified:** 2026-05-22

## About this scheme

A Managed Investment Scheme (MIS) is the legal vehicle defined under the Financial Markets Conduct Act 2013 that pools investor money for collective investment. Elevation Capital Managed Investments Schemes is an MIS registered with the FMA as SCH11207. Elevation Capital is the brand manager whose funds sit within the scheme. The scheme is issued by The Curve Investments Limited, which holds the FMA licence and is the legal entity on the offer documents.

## Funds in this scheme (1)

### International Equities (1)

- [Elevation Capital Global Shares Fund](https://managedfunds.nz/funds/elevation-capital/global-shares/) — PIE

## Per-fund Markdown feeds

Every fund above has a machine-readable Markdown twin at `<canonical>markdown.md` and a structured-data twin at `<canonical>data.json`. Example:

- HTML: https://managedfunds.nz/funds/elevation-capital/global-shares/
- Markdown: https://managedfunds.nz/funds/elevation-capital/global-shares/markdown.md
- JSON: https://managedfunds.nz/funds/elevation-capital/global-shares/data.json

## Sources

- **FMA Disclose register** (search for SCH11207): https://disclose-register.companiesoffice.govt.nz/search?searchType=ALL&q=SCH11207
- **Brand manager website:** https://www.elevationcapital.co.nz
- **Scheme profile (HTML):** https://managedfunds.nz/schemes/sch11207/

## Citations (authoritative primary sources)

- FMA Disclose register — https://disclose-register.companiesoffice.govt.nz/ (publisher: Financial Markets Authority, NZ)
- Inland Revenue — PIE / PIR rules — https://www.ird.govt.nz/roles/portfolio-investment-entities
- Financial Markets Conduct Act 2013 — https://www.legislation.govt.nz/act/public/2013/0069/latest/DLM4090578.html
- Sorted Smart Investor (cross-validation only) — https://smartinvestor.sorted.org.nz/

## This file

- **Canonical HTML:** https://managedfunds.nz/schemes/sch11207/
- **Markdown (this file):** https://managedfunds.nz/schemes/sch11207/markdown.md
- **First published:** 2026-05-08
- **Last refreshed:** 2026-05-22
- **Reuse licence:** citation with link back to the canonical HTML is granted. No paid redistribution. Full terms: https://managedfunds.nz/llms-policy.txt

---

ManagedFundsNZ is independent. We are not a Financial Advice Provider. This page is general information sourced from the FMA Disclose register; it is not personalised financial advice. Read the current PDS and consider talking to a licensed adviser before investing.