DGC – Quality Trends
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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 Quality Trends allow to benefit of the superior growth prospects offered by major long-term mega-trends. DGC Quality Trends focuses on 4 “quality” trends with secular growth in revenues and profits.
- Multi-thematic Global Equity fund
- Focus on “Quality” trends offering better growth prospects than the overall markets
- 4 core themes: Digital Revolution & Technology, Ageing Population and Healthcare, Emerging Consumer, Sustainability
- Portfolio Long-Term Growth (1-3 years) expected to be higher than the benchmark over time
Trend investing
- We currently live in a low growth environment
- Geographical investments are less relevant as companies are very international
- Sector investments are not so clear today. Is Amazon a consumer discretionary or an IT technology company?
- Thematic/trend investments are becoming more relevant nowadays
- We select trends with superior secular long-term growth prospects and companies producing above-average returns
Portfolio
- For each of the 4 main themes, we have identified sub-thematics with better potential.
- Digital Revolution & Technology: Artificial Intelligence, Semiconductors, e-commerce, Cloud & Cyber Security, FinTech
- Ageing Population % Healthcare : Medical technology, Pharmaceuticals & Healthcare services
- Emerging Consumer: Branded goods, Luxury goods
- Sustainability: Energy transition, Waste & Water
- Trend selection is dynamic, as new thematics constantly emerge
Valuation
- As Warren Buffet said, we prefer “to buy a wonderful company at a fair price than a fair company at a wonderful price”
- Quality companies: Expected revenue growth higher than the average market for many years. Portfolio Long-Term Growth expected to be 14.4% vs. 89.7% for the market (estimated EPS Y1-Y3)
- Growth at a reasonable price: Portfolio PEG is 1.53 vs 1.78 for the MSCI World.
- Low debt: Net Debt to EBITDA of the fund is 0.67 vs. 1.40 for the overall World equity index
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
- Systematic ESG process
- We do not exclude any industry (best in class)
- We do not consider companies with a bad ESG rating
- We favour companies that make efforts to improve
Why invest in this fund ?
Last update
11.05.2026
- Exposure to 4 major global secular trends
- Superior growth prospects on the long term
- Diversification across 11 themes
- Active trend selection
- Focus on reasonably valued high quality companies
“ DGC - Quality Trends exposes investors to quality companies worldwide offering excellent growth prospects over the long term. ”
Angel Sanz, CFA
Fund Manager
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.