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ZEST GLOBAL BONDS

Zest Global Bonds fund has been designed for the investor who is looking for a straight Corporate Bond fund. The fund’s mission is to achieve a positive return to within a limited volatility framework; Zest Global Bond fund invests primarily in Euro denominated bonds, mostly issued by listed corporations with a duration between 3 and 5 years.

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Current NAV  
Base currency EUR
Trading and Valuation Giornaliera
Initial investment 1.000,00 EUR
Subsequent investments 1.000,00 EUR
ISIN Code  
Ticker Bloomberg ZESGBRC LX
Strategy European Denominated Corporate Bonds
Management Fees 1.20 %
Performance Fee -
s2
s3

THE FUND: Zest Global Bonds is a Corporate Bond fund, set up according to UCITS V rules, which adopts a Bottom-Up investment strategy.

THE STRATEGY: Zest Global Bonds invests primarily in Euro denominated Corporate bonds issued by listed Global companies by adopting an investment process that mixes Quantitative Methodologies (for the Initial Screening process) with Fundamental Analysis (for in depth analysis). The objective of the fund is to achieve positive returns with a low volatility and moderate duration. The fund is exposed to all sectors of the economy with a well diversified portfolio of issuers.

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