DGC Quality Trends

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 & Healthcare, Emerging Consumer, Sustainability
Portfolio Long-Term Growth expected to be +14.5% vs. +8.7% for the market (estimated EPS Y1-Y3)

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 14.5% vs. 8.7% for the market (estimated EPS Y1-Y3)
Growth at a reasonable price: Portfolio PEG is 1.72 vs 2.18 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

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 17.01.2025

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

“ With just one fund, investors in DGC -Quality Trends have access to selected companies worldwide offering excellent growth prospects over the long term. ”