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ZEST Derivatives Allocation R1

Ranked 45 out of 95 in - Multi Strategy over 12 months
All calculations are in EUR unless stated

Managed by

Pasquale Corvino

Pasquale Corvino joined Zest in 2015. Previously, he was deputy chief investment officer at Cramer Asset Management (now Pegaso Capital Partners). From 2010 to 2012, Pasquale was proprietary trader at Banca Monte dei Paschi in Milan. Since 2006 to 2010, he worked as a fund manager at Aletti-Gestielle Sgr.pa with multiple funds responsibility. He started his career in 2002 at Bcc Risparmio & Previdenza Sgr.pa as a fund manager. Pasquale holds a degree cum Laude in Business Administration from Bocconi University. When Pasquale is not managing funds he can usually be found on either the tennis court or the football pitch as he is an avid fan of both sports.

Objective

The Sub-Fund aims to seek a consistent, absolute return while placing emphasis on the preservation of capital in the medium to long term. The investment strategy is based on risk spreading as a means of diversifying investments and makes an extensive use of options and derivatives to reduce the overall portfolio risk. The investment policy will be flexible in terms of currency, rating and sector allocation.

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Performance

Multi Strategy over : 31/12/2016 - 31/12/2017
  • Rank 45/95 Total Return
  • Rank 15/95 Standard Deviation
  • Rank 7/95 Max Drawdown
Fund Name Currency Risk
13 Goldman Sachs Abs Return Tracker Pf E Acc EUR-H

Currency exposure is hedged

Currency exposure is hedged

EUR

1.4

14 RJ Deploiement Discipline A EUR

1.4

15 ZEST Derivatives Allocation R1 EUR

1.5

16 Pioneer Funds Abs Return Multi-Strategy E EUR ND EUR

1.5

17 Candriam L Multi-Asset Income C Cap EUR

1.5

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 2.8% 0.0% 0.5% 1.5% 0.9%
2016 2.6% -1.1% -0.1% 1.3% 2.5%
2015 -1.6% 2.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Italy
  3. Luxembourg
  4. Spain
  5. Switzerland

Fund Info

  • Launch date19/05/2015
  • Share Class size28Mn
  • Base currencyEUR
  • ISIN LU1216085701

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment0

Charges

  • Annual management1.20%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).