Zest Dynamic Opportunities Fund Class R

Zest Dynamic Opportunities is an actively managed fund that invests globally in a diverse range of assets, including equities, government and corporate bonds (such as convertible and contingent convertible bonds), asset-backed securities, and money market instruments. The portfolio includes securities from various regions worldwide, including emerging and frontier markets, while excluding China, India, and Russia. By dynamically allocating investments across different asset classes and types of securities, the fund aims to achieve positive returns in all market conditions and exceed its long-term benchmark.