Nucleus Wealth Tactical Growth – Strategic Asset Allocation
The Limited Advice option in the Nucleus Wealth client portal is designed to assist you in determining your strategic asset allocation. The portal will ask you a number of questions to understand your risk and income requirements. It then uses this to recommend an appropriate strategic asset allocation for your Nucleus Wealth investment. It is important to note the system only considers your investment at Nucleus Wealth, and thus you may want to submit your application and take the documents (which will be emailed to you) to discuss with your external adviser or accountant, who may understand your full personal situation. If you’re unsure, give us a call on 1300 623 863, or email us at firstname.lastname@example.org.
While the strategic asset allocation is the long-term asset allocation based on the fund or investor’s objectives, the Tactical Asset Allocation (sometimes referred to as TAA) is a short-term deviation from this long-term allocation and is based on external factors, such as to take advantage of market pricing anomalies, strong market sectors or because of short term economic conditions.
Nucleus Wealth’s multi-asset investments all have names that being with ‘Tactical’ because they aim to achieve returns greater than just strategical asset allocation would, by using tactical asset allocation. Almost all multi-asset investments will have a strategic asset allocation, but not all will choose to use tactical asset allocation.