Zest Derivatives Allocation R1
Fact Sheets en
|Current NAV||1.029,03 (23.03.2017)|
|Trading and Valuation||Daily|
|Initial investment||10.000,00 Eur|
|Subsequent investments||1.000,00 Eur|
|Bloomberg ticker||ZDEALR1 LX|
|Combined performance||1 Month||3 Months||6 Months||YTD||1 year||2 years|
|Zest Derivatives Allocation R1||-0,45%||0,09%||2,29%||-0,14%||3,21%||-|
|Zest Derivatives Allocation R1||2,62%||-||-||-||-|
THE FUND: Zest Derivatives Allocation Fund is a flexible fund, set up according to UCITS IV 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.
Past performance is not indicative and not necessarily a guide to future performance. Please carefully read the Prospectus.