DGC – NS Balanced
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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 NS Balanced has a solid track record across various market cycles and is positioned as a core component for a balanced multi-asset portfolio.
- Multi-asset strategy: primarily composed of equities and fixed income, with opportunistic exposure to structured products.
- Investments include actively managed UCITS funds, ETFs, and direct fixed-income securities.
- Geographic focus on developed markets.
- No structural bias: flexible across geographies, sectors, and investment styles.
- Low turnover strategy to ensure cost efficiency.
- Target equity beta exposure ranges between 35% and 65%.
- Offers daily liquidity.
Equity allocation
- Emphasis on high-quality funds and resilient, long-term sectors.
- Sector-driven allocation approach rather than geographical weighting.
- Limited and selective exposure to emerging markets.
- Increasing reliance on index strategies, complemented by active management when clear value is identified.
Fixed-income allocation
- Primarily invested in Investment Grade bonds issued by governments, financials, and corporates.
- Opportunistic allocations to high-yield and emerging market debt, depending on market conditions.
- Blend of direct bond holdings and low-cost index funds or ETFs.
- Strong emphasis on liquidity and capital preservation.
Why invest in this fund ?
Last update
29.09.2025
- Backed by over 34 years of portfolio management experience across equities and fixed income.
- Adaptive asset allocation based on evolving macroeconomic trends.
- Tax-efficient: active rebalancing occurs within the fund structure, avoiding taxable events for investors.
- Investment insights stem from a seasoned team of 11 professionals, managing both UCITS long-only or alternative strategies.
- Well-diversified across asset classes and geographies.
- Comprehensive and independent risk management framework.
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"Asset allocation is the most important decision made by investors. Far more important than stock selection or market timing." David Swensen, Ex-Chief Investment Officer, Yale University Endowment
”
Angel Sanz
CIO, Head of Asset Management
Investment team
Angel Sanz, CFA
CHIEF INVESTMENT OFFICER, HEAD OF ASSET MANAGEMENT
Pierre Mouton
HEAD OF LONG ONLY INVESTMENTS, MEMBER OF THE EXECUTIVE COMMITTEE
Julien Baltzinger, CFA
PORTFOLIO MANAGER
Marie-Caroline Benoiston
SENIOR PORTFOLIO MANAGER, HEAD OF ESG
Maximilien Mestelan
PORTFOLIO MANAGER & EQUITY ANALYST
Maria Hernandez Sanchez
PORTFOLIO MANAGER, EQUITY AND ESG ANALYST
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.