The Sub-Fund aims to seek a consistent, absolute return while placing emphasis on the preservation of capital in the medium term.
The Sub-Fund’s long term objective is to realize an annualized total return of 6% above the return of the daily capitalized EONIA index, while trying to minimize drawdown through active management.
The investment strategy is based on the identification of the emerging markets which show the best investment opportunities. However, the Sub-fund may invest up to 50% of its net assets in developed markets. The allocation of the portfolio between the different asset classes (equities, convertible bonds, other corporate bonds, government bonds and money market instruments) may vary according to the Investment Manager’s expectations. The allocation will be done either directly or indirectly through other UCITS and/or UCIs, including UCITS/UCIs which are established as Exchange Traded Funds, whose investment policy is in line with that of the Sub-Fund.
Información sobre el fondo de inversión Zest Emerging Markets +
El fondo Zest Emerging Markets +, con ISIN, LU0499300621 de la gestora Degroof Petercam Asset Services S.A. se sitúa en la posición 3 entre los 10 fondos de la categoría Alt - Long/Short RV Mercados Emergentes a 12 meses. Su rentabilidad a este plazo es del 5,98% con una volatilidad del 9,90%. Los gastos corrientes del fondo representan un 3,12% del patrimonio del fondo, que asciende a 12.886.735 EUR a fecha de 23 de June de 2018.