Rare Earth Elements Fund
Long-only fund in the Critical Raw Materials industry
MONTHLY REPORT
RARE EARTH ELEMENTS FUND
General information
The Rare Earth Elements Fund, launched in 2010, holds a diversified portfolio of listed companies active in mining, refining-processing, manufacturing and trading of critical raw materials. Critical Raw Materials are enablers for key technologies like e-mobility, storage, hydrogen and renewable energies.SPECIFICS ON THE FUND
The Rare Earth Elements Fund is a contractual investment fund under Swiss law, falling under the “other traditional investment funds” category with a weekly NAV in CHF. CHF: ISIN CH0111943673 The NAV of the fund, the prospectus and all official publications are available on the website of Caceis (Switzerland).
“Critical Raw Materials are the vitamins for e-mobility, high-tech, renewables and energy storage!
We approach this theme by investing along the entire value chain, including companies from the mining, processing-refining, manufacturing and trading industry.
Since the launch of the REE-Fund in 2010, the outlook has rarely looked better than today.”
— Urs Gmür
Why invest in Critical Raw Materials
- High growth rates at least through 2035
- No substitution thanks to their unique chemical and physical properties
- Fragmented market – under researched and under invested
Investment Universe
- Listed companies worldwide
- Covering the entire value-chain
Approach
- Actively managed
- Qualitative and quantitative/technical approach