Growth
Global equity exposure and deliberately bounded satellite positions.
01 / Current offering
nSixteen Core Global Fund
A core portfolio should not stand still.
A global, long-only portfolio designed for wholesale investors who want long-term growth, active downside management and a systematic alternative to a static balanced allocation.
Available only to qualifying New Zealand wholesale investors. Not available to retail investors.
Investor materials01
Global and liquid
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Long-only and unlevered
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NZD-aware
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Rules-based allocation
02 / Portfolio architecture
Familiar components. One coherent portfolio.
Core Global brings growth assets, defensive income, diversifiers and cash into one allocation. Their weights change systematically as market conditions change; the underlying instruments remain liquid and observable.
Defensive / Income
Global fixed income and inflation-aware defensive assets.
Diversifiers
Gold, broad commodities and other structurally present diversifying exposures.
Cash / Liquidity
Liquid short-duration holdings that create resilience and capacity to redeploy.
Currency is part of portfolio risk for a New Zealand investor. The NZD hedge is treated as an investment decision, not a fixed administrative setting.
The portfolio follows a disciplined review cadence, with defined controls for material changes in risk or liquidity conditions.
03 / The house framework in Core Global
Three questions shape one allocation.
Risk Pulse establishes the portfolio’s risk budget.
Liquidity Check tests whether an apparent opportunity is structurally sound.
Supply Lens helps determine the appropriate form of defence.
04 / Built to own
Complexity belongs inside the process—not in the investor experience.
Transparent holdings
Liquid, observable instruments rather than opaque exposures.
No structural leverage
Risk is managed through allocation, not embedded portfolio gearing.
Real-world implementation
Currency, trading costs and operational resilience are explicit considerations.
Rules with boundaries
Systematic decisions operate inside defined governance and risk controls.
Key risks
The fund is exposed to investment-market, currency, model, implementation, liquidity, concentration and operational risks. Systematic adaptation cannot eliminate losses or ensure that a model will respond correctly to an unfamiliar market environment. Full risk information is provided in the investment memorandum.
05 / Investor materials
Detailed information, supplied deliberately.
Fund and application documents are not published as open downloads. They are supplied manually following an appropriate enquiry.
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Investor overview
A concise introduction to the portfolio role, process, terms and key risks.
By request02
Investment memorandum
Detailed information for prospective eligible investors and their advisers.
By request03
Latest investor note
Current reporting, portfolio context and investor communications.
By request04
Performance methodology
Definitions, calculation basis and relevant limitations.
By request05
Application documents
Application and wholesale-certification materials supplied as appropriate.
By requestInvestor materials are available only to qualifying New Zealand wholesale investors and their professional advisers.
Enquiry information supports initial triage only and does not establish or certify wholesale investor status.