ZEST
DYNAMIC OPPORTUNITIES

ZEST DYNAMIC OPPORTUNITIES

Zest Dynamic Opportunities investment strategy is driven by a rigorous study of the macro-economics, market regimes and investors positioning. The final aim is to build a global bond portfolio relatively well diversified and well balanced against different market regimes. The fund encompasses a strategy based on three main drivers: capital growth, carry and risk mitigation strategies.

The fund Zest Dynamic Opportunities in managed by Matteo Meroni

fact sheet

Fact Sheet

Current NAV
Base currency	EUR
Trading and Valuation	Giornaliera
Initial investment	50.000,00 EUR
Subsequent investments	1.000,00 EUR
ISIN Code
Bloomberg Ticker	ZESTGMR LX
Strategy	Cross Asset Absolute Return
Management Fees	1.20 %
Performance Fee	15%

Management philosophy and strategy

THE FUND : Zest Dynamic Opportunities Fund is a balanced bond fund, set up according to UCITS V rules, which applies a global investment strategy with a Top Down management philosophy.

THE METHODOLOGY : The fund employs a strategy targeting strong total return independent of the economic cycle. Rigorous studies of the macro-economics, market regimes and investors positioning are the main drivers behind the fund investment strategy. The fund invest only in highly liquid instruments.

The Fund investment process is based on three main drivers:

- capital growth strategies aimed at generating strong returns

- carry strategies aimed at generating a constant and reliable return stream

- risk mitigation strategies aimed at generating substantial returns during stress environments

Awards