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DGC – Quality Trends

DGC Quality Trends allow to benefit of the superior growth prospects offered by major long-term mega-trends.

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Aperçu de l’investissement

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 Monde Actions 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, Durabilité
  • Portfolio Long-Term Growth (1-3 years) expected to be higher than the benchmark over time
Pourquoi envisager ce fonds
Exposure to 4 major global secular trends
Superior growth prospects on the long term
Diversification across 11 themes
Actif trend selection
Focus on reasonably valued high quality companies
Processus d’investissement et caractéristiques

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
  • Durabilité: 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. 
  • Actions 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.

S’engagerment 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
Équipe d’investissement
Angel Sanz, CFAChief Investment Officer, Responsable de la gestion d’actifs
Pierre MoutonResponsable des investissements Long Only, Member of the Comité exécutif
Julien Baltzinger, CFAGérant de portefeuille
Marie-Caroline BenoistonSenior Gérant de portefeuille, Head of ESG
Maximilien MestelanActions Analyst
Maria Hernandez SanchezActions and ESG Analyst
Classes d’actions
Encours de la stratégieEUR 23 244 021
Domicile du fondsLU
Encours du fondsEUR 151 665 123
Valeur liquidative149.82 EUR
Gérant du fondsAngel Sanz
Date de lancement du fonds31 December 2018
Devise de référence du fondsUSD
Devise de la classe d’actionsEUR
Indicateur SRI—
AdministrateurApex Fonds Services SA
DépositaireUBS Europe SE, Luxembourg Branch
AuditeurPricewaterhouseCoopers S.C.
Pays de commercialisationLU, CH, ES
Dernière mise à jour 16.06.2026 Voir plus d’informations

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