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ZEST DYNAMIC OPPORTUNITIES

Zest Dynamic Opportunities investment strategy is driven by a rigorous study of the macro-economics, market regimes and investors positioning. The final aim is to build a portfolio relatively well diversified and well balanced against different market regimes.

The flexible mandate allows the fund to deploy its strategy across a broad array of instruments such as Government Bonds, Corporate Bonds, Forex, Equities and their Derivatives, both on the long and the short side The fund invests only in highly liquid instruments.

The fund employs a dynamic strategy targeting strong total return regardless of the direction of the overall market and independent of the economic cycle.

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Current NAV  
Base currency EUR
Trading and Valuation Giornaliera
Initial investment 50.000,00 EUR
Subsequent investments 1.000,00 EUR
ISIN Code  
Bloomberg Ticker ZESTGMR LX
Strategy Cross Asset Absolute Return
Management Fees 1.20 %
Performance Fee 15%
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THE FUND : Zest Dynamic Opportunities Fund is a flexible fund, set up according to UCITS V rules, which applies a global investment strategy with a Top Down management philosophy.
 
THE METHODOLOGY : The fund employs a dynamic strategy targeting strong total return regardless of the direction of the overall market and independent of the economic cycle. Rigorous studies of the macro-economics, market regimes and investors positioning are the main drivers behind the fund investment strategy. The fund invest only in highly liquid instruments.
The Fund investment process is based on three main drivers:
- capital growth strategies aimed at generating strong returns through directional positioning
- carry strategies aimed at generating a constant and reliable return stream
- risk mitigation strategies aimed at generating substantial returns during stress environments

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