Rare Earth Elements Fund
Long-only fund in the Critical Raw Materials industry
MONTHLY REPORT
DOCUMENTS
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.
The NAV of the fund, the prospectus and all official publications are available on the website of Caceis (Switzerland).
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