NCM Balanced Income Portfolio
The Balanced Income Portfolio is a pension-style global neutral balanced fund that aims to provide both income and long-term growth
This portfolio offers broad diversification by geography, sector and asset class, including both conventional and non-correlated assets. It is managed by an experienced and proven portfolio construction team.
Invest like a pension
This portfolio offers diversified exposure to stocks, bonds, emerging sectors such as technology and real assets like infrastructure, water and agribusiness.
Many of the assets held in this portfolio tend to perform differently than conventional stocks and bonds, which can help smooth out the range of returns.
Make one decision
Because of its broad diversification, this portfolio may be the only investment you need to achieve prudent exposure to a world of opportunities.
Growth of $10,000
Asset Allocation (%) As at undefined
Equity Sector (%) As at undefined
Fixed Income Rating (%) As at undefined
Except where indicated otherwise, F Series data, net of fees, * annualized.
Past performance is no guarantee of future results. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in share value and reinvestment of all dividends and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.