Investment Objective
- To achieve superior risk- adjusted returns by investing in a wide range of fixed income securities.
- Expected Return: outperform the Bloomberg Monde Agg 1-5yrs Total Return Index.
Détails du fonds
DGC – Bond Fund
DGC Bond aims to provide an all-weather fixed income portfolio through a selection of credit and sovereign securities and an active management of the duration and credit risks.
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L’accès aux informations et à la documentation des fonds est soumis à des restrictions liées à la juridiction et au type d’investisseur.
Modifier le profil d’investisseurAperçu de l’investissement
DGC Bond aims to provide an all-weather fixed income portfolio through a selection of credit and sovereign securities and an active management of the duration and credit risks.
- Fonds obligataire Long Only
- Diversified portfolio of high-quality fixed income securities
- Mostly developed market investment grade issuers
- UCITS V investment vehicle with daily liquidity
Pourquoi envisager ce fonds
Monde bond fund with a 25+-year track-record
Diversified portfolio in terms of issuers, countries and sectors
High quality portfolio, with most holdings above Investment Grade
Processus d’investissement et caractéristiques
Main portfolio
- Investments mainly in individual bonds issued by Government, financial institutions and corporations from OECD markets.
- Most holdings are Investment Grade (minimum BBB- S&P rating).
- Most non-Euro securities are hedged to avoid unwanted currency impact.
Diversifiers
- Nimble selection of emerging market, hybrid corporates, cross-over (BB S&P rating) and convertible bonds.
- Small exposure in cyclical currencies tactically left unhedged.
- Duration and credit risks actively managed.
- Decorrelated assets (Cat bonds, asset backed securities) invested through best in class external asset managers.
Équipe d’investissement
Julien Baltzinger, CFAGérant de portefeuille
Maria Hernandez SanchezActions and ESG Analyst
Marie-Caroline BenoistonSenior Gérant de portefeuille, Head of ESG
Angel Sanz, CFAChief Investment Officer, Responsable de la gestion d’actifs
Maximilien MestelanActions Analyst
Pierre MoutonResponsable des investissements Long Only, Member of the Comité exécutif