Fund info

Northern Global Tactical Asset Allocation Fund is a diversified mutual fund designed to provide long-term capital appreciation and current income by investing across a broad spectrum of global asset classes. The fund aims to allocate assets dynamically among domestic and international equities, fixed income securities, commodities, and alternative investments, primarily through other mutual funds and exchange-traded funds. Its investment strategy is informed by ongoing market analysis and tactical shifts to capture opportunities and manage risks amid changing market and economic environments. Managed by a seasoned team with deep experience in multi-asset strategies, the fund is categorized as a global moderate allocation fund, targeting a balance between growth and preservation of capital with expected volatility similar to an equity exposure of 50% to 70%. Northern Global Tactical Asset Allocation Fund is notable for its broad diversification, relatively low expense ratio compared to peers, and focus on adapting its asset mix to align with evolving investment outlooks, making it a significant holding for investors seeking global multi-asset exposure and risk management in their portfolios.