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ZEST GLOBAL EQUITY

The investment abjective of the Fund is to achieve long-term capital growth through the primary investment in world equity markets. The reference benchmark is the MSCI ACWI Index in Eur.
Active fund management seeks to limit the risks associeted with global stock markets through an integrated approach to top-down vision of the global macroeconomic landscape and continuous technical analysis of the portfolio.

ZEST MEDITERRANEUS ABSOLUTE VALUE

Zest Mediterraneus Absolute Value Fund aims to seek a consistent, absolute return while placing emphasis on the preservation of capital in the long term. The Fund long term objective is to outperform European equity markets (as represented by the Euro Stoxx 50 index) by a rigorous stock picking process. In order to achieve its investment objective, the Fund invests long and short primarily in very liquid European Equities and related instruments with a focus on Italy, Spain, France and Portugal. The pursuit of this objective utilizes fundamental research for stock picking in conjunction with technical analysis and hedging techniques. The average net exposure will vary between 30% and minus 30%.

ZEST QUANTAMENTAL EQUITY

The fund objective is to achieve returns that are in line with the performance of European and US Equity markets, maintaining volatility under control. Zest “Quantamental” is an Equity fund, with single position weights set at around 2% and a sector allocation which mimics the referred market indices with a few percentage points deviations that are decided based on our proprietary “Market Timing” models. An exception is represented by investments in the financial sector which constitutes only a marginal part of our allocation.