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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.
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|Trading and Valuation||Daily|
|Initial investment||1.000,00 EUR|
|Subsequent investments||1.000,00 EUR|
|Management Fees||1.50 %|