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DGC – Horizonte

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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 ?

Last update13.05.2025
MorningStar rating overall :
  • 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

”

David Swensen Ex-Chief Investment Officer, Yale University Endowment
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Investment team

Angel Sanz, CFA
Angel Sanz, CFACHIEF INVESTMENT OFFICER, HEAD OF ASSET MANAGEMENT, MEMBER OF THE EXECUTIVE COMMITTEE
Pierre Mouton
Pierre MoutonHEAD OF LONG ONLY INVESTMENTS
Julien Baltzinger, CFA
Julien Baltzinger, CFAPORTFOLIO MANAGER
Marie-Caroline Benoiston
Marie-Caroline BenoistonSENIOR PORTFOLIO MANAGER, HEAD OF ESG
Maximilien Mestelan
Maximilien MestelanEQUITY ANALYST
Maria Hernandez Sanchez
Maria Hernandez SanchezEQUITY AND ESG ANALYST

Please make your selection

In this area of our website you will find information on the NS Funds and on our White-Label structures managed by our Luxembourg Fully Licensed Management Company.

For any enquiries, please contact us

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