DGC – Swiss Excellence

A winning partnership

Pensofinance:

• Swiss market specialist
• 35+ years of experience in asset management, acquired at a prestigious and leading Geneva private bank
• Independent and excellence-driven mindset
• Primary research on Swiss equities

NS Partners:

• 60+ years of managing assets and generating alpha
• One of the largest fully independent asset management group in Suisse and in Europe
• Wide range of investment solutions tailored to suit investors needs in all markets conditions

Investment process

• As advisor, Pensofinance provides its input on the Swiss equity market (company visits, institutional network, Swiss market views).
• As asset manager, NS Partners provides quantitative inputs and analysis (Stock analysis, Earnings momentum, Valuation/ Dividends, Cash Flows, Forex exposure, ESG), builds the portfolio and manages risk.

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

• ESG is fully integrated into the fund investment process
• We employ a combination of exclusion (negative screening) and positive screening criteria (best-in-class), while also considering the principal adverse impacts on sustainability factors
• We use a proprietary model and internal scoring which favour companies that make efforts to improve
• SFDR classification: Article 8