Fund's goal is achieving a higher return than Euribor plus 1.5% on an annual basis, by dynamically managing the portfolio risks and monitoring the volatility of the performance. Absolute Return VaR4 is a Global Macro Top Down discretionary strategy. Asset allocation diversifies among the following asset classes, Bonds, Equity, Forex and Gold, either long or short, in order to gain returns decorrelated from the performances of financial markets, with a controlled volatility and a close risk control either at single position and aggregate level.
ZEST DERIVATIVES ALLOCATION
Zest Derivatives Allocation aims to achieve an absolute return managing dynamically the total portfolio risk. In order to reach the performance objective the Management Team searches investment opportunities mainly in the bond and equity markets by assuming strategic, tactical and relative value positions. Special emphasis is dedicated to options strategies to reduce market risks.
ZEST GLOBAL VALUE
To achieve a return greater than the EONIA by managing Dynamically the total portfolio risk. In order to reach the performance objective the Management Team searches investment opportunities in the bond markets, equity, currency by assuming strategic, tactical and arbitrage positions. Special emphasis is dedicated to de correlate the portfolio from the market Trends. The portfolio allocation is based on a top down Global Macro discretionary Strategy with particular focus to the undervalued equity sectors. Macro analysis aims to identify the main trends in the economy. The flexible fund management is aiming at the reduction of the fund volatility and at the achievement of a performance with the maximum de correlation through a dynamic management of market exposure.
Argo invests both in listed equities and bonds and it is featured by a value approach on the core basket of the portfolio with a mid-term view, meanwhile the peripheral part of the investments is managed more dynamically with an opportunistic approach driven by market timing with a short term view.
ZEST GLOBAL OPPORTUNITIES
Zest Global Opportunities combines a dynamic and flexible asset allocation with a more stable and index-related top-down type.
Focus on the most promising sectors looking for quality companies with a high return on invested capital and growing turnover. Moreover, it invests in leading companies in their respective sectors or in innovative companies with a growth trend that is still intact.
ZEST AMELANCHIER Fund is a flexible global balanced fund denominated in Euro which aims to achieve a net yield of 5% per annum in the medium/long term without any benchmark reference. The fund invests mainly, but not exclusively, in main developed markets with particular focus on US and EU countries. An essential feature of the fund is the high degree of flexibility in allocating its investments into different asset classes (cash, fixed income, equity) adjusting and modifying the related weights based on specific risks/opportunities’ assessments, on macroeconomic analysis and on global political and social changes.