Our Portfolios
NG Funds offers systematic, research led investment strategies
designed to adapt to changing global conditions.
Our flagship portfolio applies institutional intelligence within
an accessible, adaptive investment strategy designed for
changing global markets.
Ticker: WTHR
ISIN: _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
NG Tactical Growth Portfolio
A complete, adaptive multi asset solution in a single fund
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
The portfolio adjusts allocations based on the prevailing economic regime. As growth and
inflation evolve, the system identifies shifts in the global cycle and rotates the portfolio towards the areas best positioned for each environment.
During stronger periods, this may mean increased exposure to equities or commodities.
During weaker periods, it may favour bonds or defensive assets. The process is entirely data
driven, allowing the portfolio to maintain discipline and adapt automatically as market conditions change.
Systematic, Rules Based Structure
The portfolio is powered by a fully systematic process that uses verified global data and clear rules to guide allocation decisions. There is no reliance on forecasts, human emotion, or discretionary judgement.
This approach is grounded in economic regime analysis, a methodology used by institutional
investors and hedge funds for more than forty years. The system evaluates the global environment, determines the most likely regime, and positions the portfolio accordingly.
The result is a consistent and repeatable investment process designed to reduce behavioural mistakes and keep the portfolio aligned with objective market conditions.
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 NG Tactical Growth Portfolio brings together equities, fixed income, commodities and defensive assets within a single, adaptive strategy. Instead of holding multiple funds and trying to manage them through changing markets, every decision is handled through one unified process driven by the NG Tactical Portfolio System.
As the economic environment shifts, the portfolio adjusts its positioning, increasing exposure where conditions strengthen and reducing risk when markets weaken. This creates a seamless, consistent approach designed to maintain balance and stability through all phases of the market cycle.
It simplifies the process for investors and removes the need to build or manage a portfolio of separate funds.
Why a Single Strategy Matters
A single strategy approach offers several structural and performance advantages:
Reduced performance slippage
Multiple funds within a portfolio often create overlap and inefficiency. A single managed strategy rotates cleanly and avoids cross fund drag.
Lower structural costs
With all exposures managed inside one fund, unnecessary layers of fees and rebalancing costs are avoided.
Greater consistency
The portfolio is always aligned with the prevailing environment, rather than being spread across conflicting positions.
Simpler for investors
There is no need to rebalance, switch funds or guess what comes next. The system adjusts for you.
The NG Tactical Growth Portfolio is built to serve as a complete long term allocation that adapts throughout the full economic cycle.
Who the Fund Is For
The strategy is suitable for a wide range of investors, including those seeking:
retirement planning solutions
smoother performance across market cycles
a disciplined, hands free investment approach
long term growth
diversification
institutional style methodology without institutional complexity
It is designed to provide clarity, consistency and a professional grade process for anyone wanting to invest with confidence in changing markets.
The NG Advantage
The NG Tactical Growth Portfolio gives you a complete, adaptive strategy in one investment. It simplifies decision making, removes complexity and applies a disciplined, institutional style process to every market environment. A single portfolio that works continuously in the background to stay aligned with opportunity.
That is the NG Advantage.