ZEST
GLOBAL OPPORTUNITIES

ZEST GLOBAL OPPORTUNITIES

A dynamic and flexible strategy investing in innovative, high-quality companies with strong Return on Invested Capital (ROIC) and consistent profitability growth. The fund focuses on leaders and future leaders across global markets, aiming to create long-term value through innovation and capital discipline.

Managed by Marco Simion, Zest Global Opportunities reflects a forward-looking investment approach built on quality, leadership, and innovation.

MONTHLY FACT SHEET

presentazione fondo_en

The links to the classes listed on the Luxembourg Stock Exchange:

Class I

Class P

Base currency	EUR
Trading and Valuation	Daily
Initial investment	5.000 EUR
Subsequent investments	1 EUR
ISIN Code	LU0280698043
Bloomberg Ticker	ZENITF LX
Strategy	Global Flexible Balanced
Management Fees	1.15 %
Marketing Fee	0.85%
Performance Fee	20%

s2

s3

The scope is to invest in global markets by seeking innovative and quality companies with a dynamic approach.

• Innovative and leading companies, where the growth trend is still present.
• Quality companies with a high return on investment (ROIC), strong profit growth (EPS growth), and margin growth (PM).

Quantitative screening is added to the decision-making process to find compelling ideas and compare companies with the universe of all other companies