NCM Pension Portfolios are a set of three global balanced portfolios that offer pension-style exposure to a range of conventional and non-correlated assets. Use them as an all-in-one investment solution.
Invest like a pension plan
The Pension Portfolios offer diversified exposure to global stocks, bonds, emerging sectors and real assets. Select the appropriate portfolio based on your personal risk/reward profile
Manage volatility with real assets
The Pension Portfolios have exposure to real assets like infrastructure, water and agribusiness. These assets tend to perform differently than stocks and bonds to help smooth out the range of returns.
Get everything in one place
The Pension Portfolios are truly comprehensive. In fact, they are the only fund you need to own in order to achieve prudent, diversified exposure to a world of opportunities.
Choose your portfolio
Whether your primary goal is wealth preservation, income generation, or wealth creation, there’s an NCM Pension Portfolio for you.
Conservative Income Portfolio
Designed for wealth preservation and income. Targets 25% equities and 60% fixed income and cash with a 15% dynamic allocation based on market conditions.
Balanced Income Portfolio
Designed for income and wealth creation. Targets 40% equities and 40% fixed income and cash with a 20% dynamic allocation based on market conditions.
Growth and Income Portfolio
Designed for wealth creation. Targets 60% equities and 25% fixed income and cash with a 15% dynamic allocation based on market conditions.