Our Portfolios
NG Funds offers systematic, research-led investment strategies designed to adapt to changing
global market conditions.
The NG Tactical Growth Portfolio is the firm’s flagship strategy, applying institutional investment
principles within a single, adaptive portfolio structure designed for long-term investing across
market cycles.
Ticker: WTHR
ISIN: _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
NG Tactical Growth Portfolio
A single, adaptive multi-asset portfolio designed for long-term investing
Portfolio overview
The NG Tactical Growth Portfolio is the firm’s flagship strategy, designed to provide a complete, adaptive multi-asset solution within a single regulated structure.
The portfolio combines growth and defensive exposures in a coherent framework, giving investors a diversified all-weather allocation without managing multiple funds.
Its objective is to deliver a disciplined investment experience balancing opportunity and risk across changing market conditions.
How the portfolio works
The portfolio is managed using a structured, systematic approach that responds to changes in the broader economic environment over time.
Rather than relying on short-term market forecasts or tactical trading, the approach seeks to remain aligned with prevailing conditions, allowing the portfolio to evolve as market dynamics change.
This supports a consistent investment experience focused on adaptability, discipline, and long-term outcomes.
Systematic, rules based structure
The portfolio operates within a fully systematic framework designed to promote consistency and reduce behavioural bias.
By applying clear rules within a structured investment process, the approach avoids reliance on discretionary judgement or emotional decision-making.
This results in a repeatable, disciplined portfolio structure intended to remain aligned with objective market conditions over full market cycles.
Portfolio overview
The NG Tactical Growth Portfolio is our flagship, single strategy fund designed to give investors a complete, adaptive multi asset solution within one regulated structure. It blends global equities, fixed income, commodities and defensive assets, adjusting exposures in response to changes in the economic environment.
At the core of the portfolio is the NG Tactical Portfolio System, which identifies shifts in growth and inflation conditions and tilts the fund towards the strongest opportunities. When markets become uncertain, the system increases protection. When conditions strengthen, it seeks growth.
The result is a disciplined, professional grade investment approach that manages risk, reduces unnecessary costs, and delivers a unified all-weather solution without the need to juggle multiple funds.
How the portfolio works
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Systematic, rules based structure
The NG Tactical Growth …
One strategy.
One portfolio.
The portfolio is designed as a complete, multi-asset investment solution within a single fund. By combining diversified asset exposures in one integrated structure, it is intended to function as a standalone portfolio rather than requiring multiple complementary funds.
This design removes the need to construct, rebalance, or manage separate allocations, while maintaining a disciplined framework that adapts as market conditions evolve.
As a result, the portfolio can serve as a core, all-weather holding for long-term investors seeking a single, coherent investment approach across market cycles.
Why a single strategy matters
A single-strategy approach offers a number of structural and operational advantages when compared with managing multiple overlapping funds.
Reduced structural inefficiency
Holding multiple funds within a portfolio can introduce overlap and unintended complexity. A single integrated strategy avoids cross-fund duplication and helps maintain a cleaner overall portfolio structure.
Lower structural costs
With exposures managed within one fund, additional layers of portfolio construction, rebalancing, and duplication can be reduced, supporting a more efficient investment structure.
Greater portfolio coherence
A unified strategy allows portfolio positioning to be managed within one framework, rather than spread across separate holdings with potentially conflicting objectives.
Simplicity for investors
By combining multiple asset exposures within a single portfolio, the approach reduces the need to build, monitor, or rebalance a collection of separate funds.
The NG Tactical Growth Portfolio is designed to operate as a complete, long-term allocation within one coherent investment structure.
Who the fund is for
The portfolio is designed for investors who value a disciplined, structured approach to long-term investing, including those seeking:
retirement planning solutions
CONSISTENCY ACROSS MARKET CYCLES
A DISCIPLINED, SYSTEMATIC INVESTMENT APPROACH
LONG-TERM CAPITAL GROWTH
SINGLE-PORTFOLIO DIVERSIFICATION
CORE LONG-TERM PORTFOLIO HOLDING
INSTITUTIONAL STYLE METHODOLOGY WITHOUT INSTITUTIONAL COMPLEXITY
It is designed to provide clarity, consistency, and a professional-grade investment framework for investors navigating changing market conditions.
The NG Advantage
The NG Tactical Growth Portfolio provides a complete, adaptive strategy within a single investment. It simplifies decision-making, removes unnecessary complexity, and applies a disciplined, institutional-style process across changing market environments.
Rather than managing multiple funds or reacting to market noise, investors hold one portfolio that adjusts continuously in the background, remaining aligned with prevailing conditions and long-term opportunity.
That’s the NG Advantage.