NCM Investments Logo

NCM Global Equity Balanced Portfolio

The NCM Global Equity Balanced Portfolio is a pension-style global equity balanced fund that aims to provide long-term growth and income.

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.

Fund Benefits

Invest like a pension Icon

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.

Reduce risk Icon

Reduce risk

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 Icon

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.

Risk Rating

Risk Rating: 2 of 5


Except where indicated otherwise, F Series data, net of fees, * annualized.

On May 21, 2024, the NCM Growth and Income Portfolio was renamed NCM Global Equity Balanced Portfolio.

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.