The NG Tactical
Portfolio System
A systematic, rules based investment process designed to adapt to the global economic cycle.
A smarter way to navigate markets
Institutional portfolio management has long relied on structured frameworks to interpret changing economic conditions and guide asset allocation across market cycles. The NG Tactical Portfolio System builds on this foundation, applying a disciplined, systematic methodology to portfolio positioning.
Implemented within a modern, transparent, and regulated structure, the approach uses objective economic signals to inform decisions, rather than relying on prediction or discretion. This allows portfolio exposure to adjust as conditions evolve, supporting more consistent long-term outcomes while remaining focused on risk control.
The economic regime framework
The NG Tactical Portfolio System uses a structured framework to interpret broad shifts in the global economic environment. Rather than focusing on short-term market moves, the framework considers how underlying conditions are evolving over time.
Different economic environments tend to create different challenges and opportunities for investors. The framework provides a consistent reference point for assessing these conditions.
Expansion
Periods characterised by improving economic momentum and relatively stable inflation. Growth-oriented and economically sensitive assets have historically tended to perform more favourably in such environments.
Inflationary
Environments where inflationary pressures become more prominent alongside economic growth. Assets linked to real economic activity and pricing resilience have often played a more significant role during these periods.
Contractionary
Phases marked by weakening economic activity. In these environments, capital preservation and stability have historically become more important considerations.
Stagflationary
Conditions where economic growth slows while inflation remains elevated. These environments have typically favoured a more defensive and risk-aware approach.
Together, these environments provide a structured way to interpret changing market conditions, supporting disciplined portfolio decision-making across market cycles.
Verified global
data sources
The investment approach is informed by objective information drawn from a broad range of globally recognised data sources. These include macroeconomic and market indicators used to assess changes in the economic backdrop over time.
By relying on verified data rather than subjective judgement, the process remains disciplined, evidence-based, and focused on long-term conditions rather than short-term market sentiment.
Systematic rotation across
global assets
Portfolio exposure is managed systematically across a diversified range of global asset classes. This structure allows the portfolio to remain flexible and balanced as market conditions evolve over time.
The asset groups represented within the portfolio reflect both growth-oriented and defensive exposures, supporting diversification across different economic environments.
equities
government bonds
corporate credit
commodities and energy
commodities and energy
defensive and safe haven assets
The strategy does not rely on short-term market prediction. Instead, it applies a disciplined, rules-based approach designed to remain aligned with prevailing conditions over time.
The objective is consistency across the economic cycle:
capturing opportunity as conditions improve
prOTECTING capital during more challenging periods
maintaining balance across changing market environments
One strategy. One portfolio.
Fully adaptive
The NG Tactical Portfolio System is implemented as a single, integrated portfolio, designed to simplify multi-asset investing without compromising discipline.
Integrated Portfolio Design
A unified portfolio structure that brings multiple asset exposures together within one coherent investment framework.
Data Guided Cycle Positioning
Portfolio positioning is reviewed and adjusted within the same structure as conditions evolve, avoiding the need for separate strategies or overlays.
Simplified Portfolio Construction
Removes the operational complexity of selecting, combining, and rebalancing multiple funds within a broader allocation.
All Weather Strategy Discipline
A consistent portfolio structure intended to remain resilient across a range of market environments.
This approach allows investors to access a diversified, adaptive portfolio through a single, streamlined investment solution.
Built on institutional intelligence
Institutional investors have long relied on disciplined, research-driven frameworks to allocate capital and manage risk across global markets. These approaches form the foundation of how professional portfolios are constructed and maintained through market cycles.
The NG Tactical Portfolio System is grounded in this institutional heritage, applying established investment principles within a modern, regulated structure designed for broader access.
This enables investors to benefit from institutional-grade discipline and consistency, without the complexity traditionally associated with professional portfolio management.
Our proprietary
system
While the broader economic principles underpinning this approach are well established, the NG Tactical Portfolio System itself is proprietary.
NG Funds has developed its own methods for interpreting information and implementing portfolio decisions within a regulated multi-asset structure. This ensures the strategy is unique to NG Funds, combining institutional foundations with proprietary design and intellectual property.
A disciplined, adaptive approach
The NG Tactical Portfolio System is designed to provide a structured and consistent way to invest across global markets. Rather than relying on prediction or short-term market reaction, the methodology brings together institutional thinking and systematic discipline within a single adaptive portfolio.
Its foundation rests on a set of clearly defined principles:
economic regime analysis
verified global data
institutional principles
a single strategy design
proprietary implementation
systematic allocation
Together, these elements support a coherent, systematic investment approach intended to navigate the full economic cycle with clarity and consistency.