Zeo Mutual Funds

Zeo Short Duration Income Fund

ZEOIX Graphic

Zeo Sustainable Credit Fund

ZSRIX
Investment Objective: The Zeo Short Duration Fund seeks low volatility and absolute returns consisting of income and moderate capital appreciation.

We aim to deliver a low volatility, absolute return profile by investing in a carefully selected portfolio of short duration corporate credits.

The Fund may be appropriate for investors seeking:

  • A core fixed income diversifier (aims to be interest rate agnostic)
  • Long-term capital needs for reserve funds
  • Income generation
  • A liquidity barbell to private capital or venture

 

Investment Objective: The Zeo Sustainable Credit Fund seeks risk-adjusted total returns consisting of income and moderate capital appreciation.

We aim to deliver an attractive risk-adjusted return profile by investing in a carefully selected portfolio of ESG best-in-class corporate credits.

The Fund may be appropriate for investors seeking:

  • A credit option for core fixed income
  • Risk-managed high yield
  • To de-risk equity exposure
  • Income generation
Anticipated launch: May 31, 2019

Join Email List

Contact Us