Funds of Zeus Investment Management Limited

Zeus Investment Management Limited

European MiFID Template (EMT)

An industry standard document that provides a description of the minimum set of data (defining a product’s target market, distribution strategy which is consistent with the identified target market and disclosing its costs and charges) from product manufacturers of financial instruments to distributors, firms who distribute these products.

The Sub-Funds are suitable for all investor types of all levels of knowledge and experience coming into the fund from all available distribution channels.

It is anticipated that institutional investors will invest in Institutional Class Shares and Founder Class Shares, while retail investors will invest in Retail Class Shares.

Investors should be seeking no capital guarantee and be able to bear losses up to their full investment. These Sub-Funds seeks to generate capital growth over the long term (5 years) and has a neutral stance on income.

Further information on the intended target market for the Sub-Funds is available from the ACD upon request. If you are in any doubt as to the suitability of any of the Sub-Funds, you should consult an appropriately qualified financial adviser prior to making an investment.

All investors are expected to have also read the relevant Key Investor Information Document (KIID) which is intended to help investors understand the nature and risks of investing in the Sub-Funds. Please refer to the latest EMT or KIID for the Synthetic Risk Reward Indicator (SRRI).

Supplementary Information Document (SID)

Supplementary Information Document (SID) 

Individual application form

Individual application form

Institutional application form

Institutional application form 

Reports & Accounts  (including Assessment of Value Report)

SVS Zeus Investment Funds ICVC - reports and accounts

Key Investor Information Document

The Key Investor Information Document (KIID) is not marketing material. A KIID contains the essential information for understanding the nature and risks of a fund. Each Fund has its own KIID.

Where your client invests directly with us, we must confirm that they have seen up-to-date versions of the required documents before we can proceed.

Further information is contained in the full prospectus, copies of which can be obtained by telephoning 0141 222 1151.

Prospectus

SVS Zeus Investment Funds ICVC - Prospectus

TCFD Product Reporting

SVS Zeus Dynamic Opportunities - TCFD Product Report