Select Fund

Suitability

We operate the ELMRI ANZ Conviction Fund and the ELM Responsible Investments Global Fund for wholesale investors. Both Funds are suitable for investors who have a long-term investment horizon and want to invest in companies that are contributing positively to society and the environment.

How We Invest

Both funds operate like business owners, and have a long-term investment horizon, investing in the most exciting growth and impactful companies while also focusing on strong long-term capital appreciation for our unit-holders. We are guided by the United Nation Sustainable Development Goals and follow the Impact Management Project’s Classification System and consider the five dimensions of impact to ensure we invest in the most impactful companies. We also follow our Investment Framework to identify and invest in the highest quality companies with sustainable competitive advantages, with strong long-term risk-return metrics with positive skew.

Next Steps

Please select the Fund in which you would like to invest, and you will be taken to our online application form hosted by our Fund Administrator William Buck. Alternatively please contact us and we will be happy to send you an application form by email or post.