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Investment Fund

Zion | Omega Investment Fund

Omega Investment Fund

Average return 1.93%.

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OMEGA INVESTMENT

The Omega Fund is the best option for those who want to grow their wealth over time. You can invest your savings or liquidity surpluses and thus plan medium and long term objectives such as education, retirement or home ownership.

What are your investments?

The Omega Fund invests in securities issued by private companies, public institutions and financial institutions in Ecuador, such as certificates of deposit, commercial paper, bonds, securitizations and mortgage bonds.

 

Omega Investor Profile

  • Risk-return ratio oriented to growth or capital appreciation
  • Investment objective: income in excess of what you could earn on a Term Certificate of Deposit or Accumulation Policy.
  • The prospect of meeting medium to long term goals, accumulating capital for projects or objectives (such as education, travel, acquisition of goods, etc.) that have been proposed to be achieved over time.
  • Medium or high investment capacity, without projecting to require the invested capital in the near future.

Profitable Investment

This fund has an investment portfolio composed of fixed income instruments (bonds and securitizations) of Ecuadorian private companies, from different economic sectors, as well as public companies and, to a lesser extent, from the financial sector (banks and other types of financial institutions).

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The time to invest is now!

Planning

Without planning, there is no chance of achieving the success we seek.

Risk Management

Prudently managing a fund or portfolio of investments requires a very disciplined evaluation and analysis. Our objective is to always maintain a balanced risk tolerance level.

Diversification

This is one of the most powerful investment strategies when managing money. It allows you to reduce the risk associated with a particular country, sector, company or market.

In our opinion, a disciplined investment process is one that methodically seeks to uncover the best investment opportunities in any asset class.

More importantly, a disciplined process remains consistent despite changes in market conditions.

Features

The Omega Fund opens a “window” of twenty days after a permanence of your investment of 6 months, so that you can make a partial redemption of up to 15% of the total of your investment, without any penalty.

  • Initial investment: Starting at $100
  • Minimum incremental amounts: Starting at $20
  • Minimum term of stay: 365 days
  • Deadline for partial or total withdrawals: 48 hrs in advance
  • Accreditation methods for increments: Cash deposit, Check, or Wire Transfer.
  • Forms of accreditation for total or partial withdrawals: Check, or Bank Transfer
  • Account Statement: Monthly

PORTFOLIO DISTRIBUTION MAIN ISSUERS

CUT-OFF DATE DECEMBER 31, 2020

BUSINESS SYSTEM 99.06% 

PUBLIC SYSTEM 0.94%.

Cut-off date December 2020

OMEGA MUTUAL FUND PERFORMANCE

CUT-OFF DATE DECEMBER 31, 2020

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