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ZEST DERIVATIVES ALLOCATION
Zest Derivatives Allocation aims to achieve an absolute return managing dynamically the total portfolio risk. In order to reach the performance objective the Management Team searches investment opportunities mainly in the bond and equity markets by assuming strategic, tactical and relative value positions. Special emphasis is dedicated to options strategies to reduce market risks.
|Trading and Valuation||Daily|
|Initial investment||10.000,00 EUR|
|Subsequent investments||1.000,00 EUR|
|Bloomberg Ticker||ZDEALR1 LX|
|Management Fees||1.20 %|
THE FUND: Zest Derivatives Allocation Fund is a flexible fund, set up according to UCITS V rules, with a top/down approach. It can invest in global equity markets, fixed income market as well as FX market with a strong emphasis on options strategies for risk management.
STRATEGY: To search investment opportunities mainly in the bond and equity markets assuming strategic, tactical and relative value positions. The flexible fund management is aiming at the reduction of the fund volatility and the achievement of a performance with the maximum decorrelation through a dynamic management of market exposure.
Funds Documents PRIIPs KIDs