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NCM Core Global

NCM Core Global offers exposure to global equity markets, targeting an attractive long-term return with lower volatility than the market.

This fund holds high-quality and lower-risk securities. It aims to produce attractive long-term returns with less volatility, and has the ability to be fully currency hedged. It is run by an experienced and proven team with a disciplined approach to portfolio management.


Phil D'lorio, MBA, CFA

Phil D'lorio, MBA, CFA

Investment Management

I search around the globe for best-of-breed companies trading at attractive valuations. And I spend a significant amount of time thinking about portfolio construction to ensure that the portfolio is optimized to reflect where we are in the cycle.

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Fund Benefits

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Be more active

This fund exhibits high active share. Use it alone or pair it with passive or index-like funds for an excellent balance of cost, performance and risk.

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Reduce risk

This fund aims for low-beta performance. Use it to add global equity exposure to a portfolio while keeping volatility in check.

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Lower costs

This fund offer Z Series, which caps the management fee at $1,000 + taxes per year. Take advantage of this feature for some of the lowest costs in Canada.


Risk Rating

Risk Rating: 3 of 5


DISCLAIMER

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.