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Zest “Quantamental” is an Equity fund, with single position weights set at around 2% and 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. The fund aims to generate returns in line with US and EU financial markets returns, maintaining its volatility profile under control.


The investment objective of the Sub-Fund is to generate absolute returns without any emphasis on any specific currency, industrial, geographic or market sector. The Investment Manager will in general also use a “value” approach rather than a “growth” approach of investments, but this could change depending on market conditions. The Investment Manager shall manage credit risk through credit analysis and diversification over a broad base of issuers, industries and geographies.