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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.

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 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 Global Equity 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, Sustainability
  • Portfolio Long-Term Growth (1-3 years) expected to be higher than the benchmark over time
Why consider this fund
Exposure to 4 major global secular trends
Superior growth prospects on the long term
Diversification across 11 themes
Active trend selection
Focus on reasonably valued high quality companies
Investment process and characteristics

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
  • Sustainability: 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. 
  • Equity 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.

Commitment 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
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 AuMEUR 23 244 021
Fund DomicileLU
Fund AuMEUR 151 665 123
NAV149.82 EUR
Fund ManagerAngel Sanz
Fund Inception Date31 December 2018
Fund Reference CurrencyUSD
Share class CurrencyEUR
SRI Indicator—
AdministratorApex Funds Services SA
CustodianUBS Europe SE, Luxembourg Branch
AuditorPricewaterhouseCoopers S.C.
Countries Available for SaleLU, CH, ES
Last update 16.06.2026 See more information

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