Zest Low Volatility

Overview

Fund Strategy Macro
Fund Geography Global
Investment Advisor Zest Asset Management
Portfolio Manager Eduardo Ugoliini
Fund Currency EUR
Fund AUM €162.4m
Fund AUM (GBP) £144m
Fund AUM as of 30 June 2015
Fund Inception 10 November 2008
Fund Indices AH Macro UCITS Index
Sub Index - Multi Asset Macro

Fund Objective

Fund Goal is to achieve an absolute return greater than the EONIA plus 1.5%. In order to reach the performance objective, the management team searches investment opportunities mainly in the bond markets by assuming strategic, tactical and arbitrage positions. Special emphasis is dedicated to de correlate the portfolio from the equity markets. The Fund Management searches opportunities both in credit and yield curve, minimizing the specific credit and liquidity risks and, if possible, it tries to invest only in market indices, ETF or funds which replicate indices, sectors or strategies or in instruments representative of specific durations of the bond markets.

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