Designed to simplify the investment process for investors approaching retirement or in retirement.
Own a diversified balance of equities and fixed income securities in a single multi-manager portfolio.
Balanced approach
Have balanced exposure to the growth potential of equities and the stability of fixed income. Ideal for those seeking long-term returns with risk management.
Careful construction
The NCM team oversees portfolio construction, and selects proprietary and third-party money managers to execute individual mandates within the portfolio.
Single decision
With just one investment decision, investors can own a robust portfolio with diversification by geography, sector, asset class, and investment style.
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NCM Global Balanced Retirement Fund
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Choose your portfolio
Whether your primary goal is wealth preservation, income generation, or wealth creation, there’s an NCM Pension Portfolio for you.
Global Income Balanced 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.