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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.

 

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  1. CLASSE I
  2. CLASSE P
  3. CLASSE R

 

 

Trend

 

Asset allocation

Bond rating

Current NAV  
Base currency EUR
Trading and Valuation Daily
Initial investment 250.000,00 EUR
Subsequent investments 1.000,00 EUR
ISIN Code  
Bloomberg Ticker -
Strategy Flexible
Management Fees 0.95 %
Performance Fee 10%
s2
s3
Annual performances 2014 2013 2012 2011 2010
ZEST GLOBAL OPPORTUNITIES -6,64% 23,16% 9,38% -17,96% 24,17%
2009 2008 2007 2006 2005
24,70% -30,66% -2,50% 9,25% 19,58%
    2004 2003 2002
    8,69% 17,41% -8,13%

PHILOSOPHY

The fund combines a top-down approach, more tied to the indices, alongside a bottom-up one, where management is not tied to a particular style (Value or Growth) but adapted to the different phases of the economic cycle.

STRATEGY

The stock-picking is oriented towards quality companies, with a high return on invested capital and growing turnover. In addition, it invests in leading companies in their respective sectors and where leadership can be identified. After verifying the fundamentals, company visits and meetings with top management, the operational choices are perfected by making use of technical analysis.

Zest Global Opportunities Presentation

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Funds Documents

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