DGC Horizonte
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 Horizonte offers a robust track record across multiple market cycles and is designed to serve as a core holding within a conservative multi-asset portfolio.
- Multi-asset approach includes mainly equities and fixed income assets
- Invests in actively managed UCITS funds, ETFs, and direct fixed-income securities
- Primarily focused on developed markets
- No structural bias: flexible across geographies, sectors, and styles
- Low portfolio turnover
- Target equity beta exposure: 30% to 40%
- Daily liquidity
Equity allocation
- Focused on high-quality funds and resilient sectors
- Emphasizes sector allocation over geographic allocation
- Minimal exposure to less reliable emerging markets
- Preference for index strategies, with selective use of active management when value-added is evident
Fixed-income allocation
- Primarily invested in Investment Grade bonds issued by governments, financial institutions, and corporations
- Opportunistic and limited exposure to high yield and emerging markets debt
- Combination of direct bond investments and low-cost index solutions (ETFs and funds)
- Emphasis on liquidity and portfolio resilience
Why invest in this fund ?
- Over 34 years of experience in managing equity and fixed-income portfolios
- Dynamic and flexible asset allocation aligned with macroeconomic conditions
- Active management within the fund structure avoids tax impacts for the investor
- Investment ideas are sourced from the entire investment team of 11 professionals, each managing UCITS long-only strategies or alternative strategies
- Broad diversification across multiple asset classes
- Strong, independent risk management and oversight
“
Asset allocation is the most important decision made by investors. Far more important than stock selection or market timing
”
Investment team
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.