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CBSE
+2.72 · +6.97%
$41.75 · NYSE ARCA

Elevation Series Trust (CBSE) ETF Analysis | Global Small/Mid Stock

Clough Capital Partners L.P. · USA
AUM:$42.7M
#– of – in Global Small/Mid Stock ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 22.7% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.86% — above average for this category.

What is CBSE?

The fund is an actively managed ETF that seeks to achieve its investment objective by purchasing securities the Adviser believes to have above-average financial characteristics, be undervalued and/or have growth potential. Under normal circumstances, the fund will invest at least 80% of its net assets, plus borrowings for investment purposes, in equity securities, including common stocks and depositary receipts.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
CBSE delivered 22.7% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 0.86% is above average. Verify whether the strategy justifies the cost.
Broadly Diversified
Top 10 holdings represent just 27.2% of the ETF — exposure spread across many positions.
ETF Information
AUM$42.7M
Expense Ratio0.86%
Dividend Yield0.32%
Holdings40
Inception DateNov 2020
Domicile–
Distribution–
Index–
ProviderClough Capital Partners L.P.
Beta1.57
CategoryGlobal Small/Mid Stock
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+11.3%
1Y
+21.7%
3Y
+105.8%
5Y
+64.0%
OpenBook InsightIf you had invested £10,000 in CBSE 5 years ago, it would have grown to £16,400 — a gain of £6,400.

Annual Returns

Calendar year performance

CBSE delivered positive returns in 4 of the last 5 calendar years.
YearCBSE
2026 YTD+17.2%
2025+17.9%
2024+34.0%
2023+18.9%
2022-20.8%
CAGR 4yr+10.4%
4/5 positive yearsAvg return: +13.4%Worst year: -20.8% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
22.3%
Moderate
Momentum
-1.6%
30-day change
Support Level
46.71
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Monitor key support and resistance levels as part of broader risk assessment.
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