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DGC Horizonte

DGC Horizonte offers a robust track record across multiple market cycles and is designed to serve as a core holding within a conservative multi-asset portfolio.

This webpage is a marketing communication. Please refer to the Prospectus and the PRIIPs Key Information Document (KID) before making any final investment decisions.

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Investment overview

DGC Horizonte offers a robust track record across multiple market cycles and is designed to serve as a core holding within a conservative multi-asset portfolio.

  • Multi-asset approach includes mainly equities and fixed income assets
  • Invests in actively managed UCITS funds, ETFs, and direct fixed-income securities
  • Primarily focused on developed markets
  • No structural bias: flexible across geographies, sectors, and styles
  • Low portfolio turnover
  • Target equity beta exposure: 30% to 40%
  • Daily liquidity
Why consider this fund
Over 34 years of experience in managing equity and fixed-income portfolios
Dynamic and flexible asset allocation aligned with macroeconomic conditions
Active management within the fund structure avoids tax impacts for the investor
Investment ideas are sourced from the entire investment team of 11 professionals, each managing UCITS long-only strategies or alternative strategies
Broad diversification across multiple asset classes
Strong, independent risk management and oversight
Investment process and characteristics

Equity allocation

  • Focused on high-quality funds and resilient sectors
  • Emphasizes sector allocation over geographic allocation
  • Minimal exposure to less reliable emerging markets
  • Preference for index strategies, with selective use of active management when value-added is evident

Fixed-income allocation

  • Primarily invested in Investment Grade bonds issued by governments, financial institutions, and corporations
  • Opportunistic and limited exposure to high yield and emerging markets debt
  • Combination of direct bond investments and low-cost index solutions (ETFs and funds)
  • Emphasis on liquidity and portfolio resilience
Investment team
Angel Sanz, CFAChief Investment Officer, Head of Asset Management
Pierre MoutonHead of Long Only Investments, Member of the Executive Committee
Julien Baltzinger, CFAPortfolio Manager
Marie-Caroline BenoistonSenior Portfolio Manager, Head of ESG
Maximilien MestelanEquity Analyst
Maria Hernandez SanchezEquity and ESG Analyst
Share classes
Strategy AuMCHF 9 438 609
Fund DomicileLU
Fund AuMCHF 142 758 287
NAV121.11 CHF
Fund ManagerAngel Sanz
Fund Inception Date20 January 2012
Fund Reference CurrencyEUR
Share class CurrencyCHF
SRI Indicator1234567
AdministratorApex Funds Services SA
CustodianUBS Europe SE, Luxembourg Branch
AuditorPricewaterhouseCoopers S.C.
Countries Available for SaleBE, CH, ES, FR, IT, LU, NL, SI
Last update 16.06.2026 See more information

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