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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 one. The fund focuses its attention on the most promising sectors looking for quality companies with a high return on invested capital and growing revenues. Innovative companies, leaders in their respective sectors, or in which leadership can be identified.
The Zest Global Opportunities is managed by Marco Simion.
MONTHLY FACT SHEET REPORT GUARDIAN
The links to the classes listed on the Luxembourg Stock Exchange:
|Class I||Class P||Class R|
|Trading and Valuation||Daily|
|Initial investment||250.000 EUR|
|Subsequent investments||1 EUR|
|Bloomberg Ticker||ZENITFI LX|
|Strategy||Global Flexible Balanced|
|Management Fees||0.95 %|
Zest Global Opportunities is a global flexible balanced fund
The goal is to achieve excellent performance that is not linked to a pre-established market or a chosen benchmark. We invest in macro-trends (sectorial or geographical) looking for those companies able to "create value" and/or in bonds that can generate an above-average return, considering their rating and duration and comparing them with the Equity Risk Premium of the market.
The fund combines a top-down approach, more linked to indices, with a bottom-up type, where management is not linked to a particular style (Value or Growth), adapts to the different phases of the economic cycle
Stock-picking is oriented towards quality companies, with a high return on invested capital and growing revenues. Innovative companies, leaders in their sectors, or in which leadership can be identified. After verification of the fundamentals, company visits, and meetings with top management, the entry point is perfected using technical analysis.
Funds Documents PRIIPs KIDs