DGC – Swiss Excellence
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This webpage is a marketing communication. Please refer to the Prospectus and the PRIIPs Key Information Document (KID) before making any final investment decisions.
Fund profile
DGC Swiss Excellence extracts alpha from the Swiss market, emphasising on Swiss Small & Mid-cap segment by combining Pensofinance’s deep knowledge of the Swiss market with NS Partners’ quantitative analysis and considerable experience in fund management.
- High quality Swiss companies, with strong balance sheet, high Free Cash Flow generation and high dividend yield
- Export-oriented, the Swiss market specializes in high value-added products
- No style bias (blend), unconstrained in terms of sector and market cap
- Concentrated portfolio
- Very low turnover
- SFDR Article 8
A winning partnership
Pensofinance:
- Swiss market specialist
- 35+ years of experience in asset management, acquired at a prestigious and leading Geneva private bank
- Independent and excellence-driven mindset
- Primary research on Swiss equities
NS Partners:
- 60+ years of managing assets and generating alpha
- One of the largest fully independent asset management group in Switzerland and in Europe
- Wide range of investment solutions tailored to suit investors needs in all markets conditions
Investment process
- As advisor, Pensofinance provides its input on the Swiss equity market (company visits, institutional network, Swiss market views).
- As asset manager, NS Partners provides quantitative inputs and analysis (Stock analysis, Earnings momentum, Valuation/ Dividends, Cash Flows, Forex exposure, ESG), builds the portfolio and manages risk.
Investment Risks
- The value of investments may fluctuate and investors may not recover the full amount invested.
- Equity markets can be volatile and may be affected by economic, political and market developments.
- Investments in international equities may be exposed to currency fluctuations.
- ESG criteria are integrated into the investment process but may not necessarily result in improved investment performance.
- Please refer to the Prospectus and PRIIPs KID for a full description of risks associated with the Fund.
Commitment to ESG
- ESG is fully integrated into the fund investment process
- We employ a combination of exclusion (negative screening) and positive screening criteria (best-in-class), while also considering the principal adverse impacts on sustainability factors
- We use a proprietary model and internal scoring which favour companies that make efforts to improve
- SFDR classification: Article 8
Why invest in this fund ?
Last update
11.05.2026
- A unique partnership between Pensofinance and NS Partners aiming at extracting alpha from the Swiss market
- Swiss equity fund with special attention to Small & Mid-Cap high quality companies
- Active and fundamental bottom-up approach with proprietary in-house research and database
- Investment objective: to outperform the composite index “65% SLIC Index + 35% SLI Index”
“ As its name implies, DGC Swiss Excellence invests in the best-of-breed Swiss companies. By combining the strengths of its 2 partners, the fund can extract alpha in the Small and Mid-Cap segment of the Swiss market. ”
Marie-Caroline Benoiston
Fund Manager
Investment team
Marie-Caroline Benoiston
SENIOR PORTFOLIO MANAGER, HEAD OF ESG
Maria Hernandez Sanchez
PORTFOLIO MANAGER, EQUITY AND ESG ANALYST
Angel Sanz, CFA
CHIEF INVESTMENT OFFICER, HEAD OF ASSET MANAGEMENT
Pierre Mouton
HEAD OF LONG ONLY INVESTMENTS, MEMBER OF THE EXECUTIVE COMMITTEE
Maximilien Mestelan
PORTFOLIO MANAGER & EQUITY ANALYST
Julien Baltzinger, CFA
PORTFOLIO MANAGER
This webpage is a marketing communication. Please refer to the Prospectus and the PRIIPs Key Information Document (KID) before making any final investment decisions.
The information contained on this webpage is provided for information purposes only and does not constitute investment advice, an offer, solicitation or recommendation to buy or sell any financial instrument or investment product.
The views and opinions expressed are those of NS Partners at the date of publication and may change without notice.
Investments involve risks, including possible loss of capital. The value of investments and the income derived from them may fluctuate and investors may not recover the amount originally invested.
Past performance does not predict future returns.
Any reference to rankings, ratings or awards is provided for information purposes only and should not be interpreted as a guarantee of future performance.
Please refer to the Prospectus and PRIIPs KID for a full description of the Fund’s objectives, investment policy, risks and costs.
The Fund is authorised and regulated in Luxembourg and may not be offered or distributed in jurisdictions where such distribution would be prohibited.