Investment Objective
- To achieve superior risk- adjusted returns by investing in a wide range of fixed income securities.
- Expected Return: outperform the Bloomberg Global Agg 1-5yrs Total Return Index.
Fund detail
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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Change investor profileInvestment overview
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.
- Long-only fixed-income fund
- Diversified portfolio of high-quality fixed income securities
- Mostly developed market investment grade issuers
- UCITS V investment vehicle with daily liquidity
Why consider this fund
Global 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
Investment process and characteristics
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.
Investment team
Julien Baltzinger, CFAPortfolio Manager
Maria Hernandez SanchezEquity and ESG Analyst
Marie-Caroline BenoistonSenior Portfolio Manager, Head of ESG
Angel Sanz, CFAChief Investment Officer, Head of Asset Management
Maximilien MestelanEquity Analyst
Pierre MoutonHead of Long Only Investments, Member of the Executive Committee