DGC - NS Balanced - NS Partners GroupNS Partners Group

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 13.05.2025

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.

“ "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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