What is Direct Indexing?

ETFs 2.0 – direct indexing is the next generation of exchange traded funds for Australia.

But rather than simply buying a market index, with direct indexing you get to customise the index. Whether this means subtracting stocks for ethical reasons, adding more technology, or excluding sectors when you own the stocks directly – the power is in your hands.

 

 

Why Choose Direct Indexing?

Customisable
 
Our system allows you to customise your investment to suit your preferences.
 
To do this, we offer you around 50 different portfolio and ethical tailoring options.

 

 

Transparent
 
  • Profiles on each company you own.
  • Detailed dashboards showing how your portfolio is positioned.
  • Daily performance reporting.
Effective
 
You get the benefits and tax advantages of direct share ownership. While keeping a professionally managed investment solution.

Investment fees start at 0.11%, administration fees reduce the more you invest.

 

Customise your portfolio from our range of ethical and portfolio options

 

Investment Suitability Calculator

Check which investment option is best for you and your goals with our Investment Suitability Calculator

Calculate Your Results Now

Ethical Investment

When it comes to investing, the questions become more nuanced and the answers often depend on the individual.  

For example, some people like nuclear power for efficiency and carbon reduction benefits. Other people believe the risks to the environment and contamination are too high.

At Nucleus, we don’t dictate the ethics to Australian investors. You choose from over 30 different ethical overlays over your portfolio so that we don’t buy stocks that conflict with your beliefs.

 

Investment Options

PASSIVE PORTFOLIOS

Passively managed investment solutions for those who are happy to receive indexed returns whilst paying lower fees. These portfolios hold only Australian or International shares or ASX listed Bonds, and do not feature Tactical Asset Allocation, meaning they are always fully invested and are not ‘de-risked’ at any time. This can mean higher levels of volatility compared with Tactical portfolios.

Features

A portfolio of the largest global shares by market capitalisation (40 holdings)

  • Investment objective: To provide a return before fees approximating the MSCI World Index in Australian dollars. Measured over a five year rolling average.
  • Investment strategy: The model provides exposure to a portfolio of the largest global equities by market capitalisation1Market capitalisation is the value of the company measure as the number of share it has issued, multiplied by the price of those shares. The model will generally hold the 40 largest shares listed in developed markets2From IG, developed market in investing terms is a country that is most developed in terms of its economy and financial markets. Its capital markets are developed, with a high level of regulation and oversight, a market exchange, and good liquidity in its debt and equity markets. Examples include the United States, Japan and Australia) .
  •  Ideal for those who wish to manage their own asset portfolio and want to include a lower cost Global Equities exposure

  • Full ethical overlay, allowing you to exclude themes you don't support from your portfolio

  • Minimum investment: $50,000

  • Benchmark is the MSCI World Index in AUD

  • During periods when small companies outperform larger ones the portfolio may underperform, and vice versa.

  • Portfolio is unhedged so investors are exposed to AUD movements

  • View the Target Market Determination for this portfolio

Fees

  • Our investment management fee is 0.17% of your account balance per annum
  • There are additional platform and administration fees which vary with investment size and asset type
  • A full break down of all fees is provided during our onboarding process, and before you make a decision.

Performance

1 Month
7.9% p.a

 

3 Month
0.2% p.a

 

Inception
12.6% p.a*

*The 5 year annualised return p.a of this portfolios benchmark (S&P World 100) is 10.9%

Past performance is not an indication of future performance. The above returns are per annum, as of October 31st 2022 and after investment fees (of 0.17%) but before administration fees (variable, available on our client portal and FAQs). Inception returns are per annum from 1 January 2021. You can view our full performance reports here.

 

 

Pie Chart of Nucleus Wealth's Global Leaders portfolio, showing portfolio holdings of 99% International Shares, and 1% Cash

Features

A portfolio of the largest ASX listed companies' shares (25 holdings)

  • Investment objective: This is a passive strategy designed to provide a before fees return in line with the S&P/ASX 20 Accumulation Index over rolling five year periods.
  • Investment strategy: The model provides exposure to a portfolio of the 25 largest companies on the ASX.
  • Ideal for those who wish to manage their own asset portfolio and want to  include  a lower cost Australian Equities exposure
  • Full ethical overlay, allowing you to exclude themes you don't support from your portfolio
  • Minimum investment: $15,000
  • Benchmark is the ASX20 Index
  • View the Target Market Determination for this portfolio
  •  

Fees

  • Our investment management fee is 0.17% of your account balance per annum
  • There are additional platform and administration fees which vary with investment size and asset type
  • A full break down of all fees is provided during our onboarding process, and before you make a decision.

Performance

1 Month
5.4% p.a

 

3 Month
0.8% p.a

 

Inception
7.9% p.a*

*The 5 year annualised return p.a of this portfolios benchmark (ASX20) is 3.2%

Past performance is not an indication of future performance. The above returns are per annum, as of October 31st 2022 and after investment fees (of 0.17%) but before administration fees (variable, available on our client portal and FAQs). Inception returns are per annum from 1 January 2021. You can view our full performance reports here.

 

 

Features

A portfolio of Australian Commonwealth Government Bonds listed on the ASX.

  • Investment objective: Passively managed portfolio creating a bond ladder using ten to 15 ASX listed Australian Commonwealth Government Bonds of various maturities.

  • Investment Strategy: The overall portfolio is constructed to target an average weighted maturity similar to the Bloomberg AusBond Treasury 0+Yr Index. Bonds are usually held to maturity and target minimal trading
  • Ideal for those who wish to manage their own asset portfolio and want to  include a lower cost Bond exposure
  • Minimum Investment is $20,000
  • Benchmark is the Bloomberg AusBond Treasury Index
  • View the Target Market Determination for this portfolio

Fees

  • Our investment management fee is 0.11% of your account balance per annum
  • There are additional platform and administration fees which vary with investment size and asset type
  • A full break down of all fees is provided during our onboarding process, and before you make a decision.

Performance

1 Month
0.5% p.a

 

3 Month
-2.9% p.a

 

Inception
-6.6.% p.a

 

Past performance is not an indication of future performance. The above returns are per annum, as of October 31st 2022 and after investment fees (of 0.11%) but before administration fees (variable, available on our client portal and FAQs). Inception returns are per annum from 1 January 2021. You can view our full performance reports here.

 

 

Pie Chart of Nucleus Wealth's Government Bond Ladder portfolio, showing portfolio holdings of 99% Australian Commonwealth Government Bonds, and 1% Cash

PASSIVE PORTFOLIOS

Passively managed investment solutions for those who are happy to receive indexed returns whilst paying lower fees. These portfolios hold only Australian or International shares or ASX listed Bonds, and do not feature Tactical Asset Allocation, meaning they are always fully invested and are not ‘de-risked’ at any time. This can mean higher levels of volatility compared with Tactical portfolios.

Features

A portfolio of the largest global shares by market capitalisation (40 holdings)

  • Investment objective: To provide a return before fees approximating the MSCI World Index in Australian dollars. Measured over a five year rolling average.
  • Investment strategy: The model provides exposure to a portfolio of the largest global equities by market capitalisation3Market capitalisation is the value of the company measure as the number of share it has issued, multiplied by the price of those shares. The model will generally hold the 40 largest shares listed in developed markets4From IG, developed market in investing terms is a country that is most developed in terms of its economy and financial markets. Its capital markets are developed, with a high level of regulation and oversight, a market exchange, and good liquidity in its debt and equity markets. Examples include the United States, Japan and Australia) .
  •  Ideal for those who wish to manage their own asset portfolio and want to include a lower cost Global Equities exposure

  • Full ethical overlay, allowing you to exclude themes you don't support from your portfolio

  • Minimum investment: $50,000

  • Benchmark is the MSCI World Index in AUD

  • During periods when small companies outperform larger ones the portfolio may underperform, and vice versa.

  • Portfolio is unhedged so investors are exposed to AUD movements

  • View the Target Market Determination for this portfolio

Fees

  • Our investment management fee is 0.17% of your account balance per annum
  • There are additional platform and administration fees which vary with investment size and asset type
  • A full break down of all fees is provided during our onboarding process, and before you make a decision.

Performance

1 Month
7.9% p.a

 

3 Month
0.2% p.a

 

Inception
12.6% p.a*

*The 5 year annualised return p.a of this portfolios benchmark (S&P World 100) is 10.9%

Past performance is not an indication of future performance. The above returns are per annum, as of October 31st 2022 and after investment fees (of 0.17%) but before administration fees (variable, available on our client portal and FAQs). Inception returns are per annum from 1 January 2021. You can view our full performance reports here.

 

 

Pie Chart of Nucleus Wealth's Global Leaders portfolio, showing portfolio holdings of 99% International Shares, and 1% Cash

Features

A portfolio of the largest ASX listed companies' shares (25 holdings)

  • Investment objective: This is a passive strategy designed to provide a before fees return in line with the S&P/ASX 20 Accumulation Index over rolling five year periods.
  • Investment strategy: The model provides exposure to a portfolio of the 25 largest companies on the ASX.
  • Ideal for those who wish to manage their own asset portfolio and want to  include  a lower cost Australian Equities exposure
  • Full ethical overlay, allowing you to exclude themes you don't support from your portfolio
  • Minimum investment: $15,000
  • Benchmark is the ASX20 Index
  • View the Target Market Determination for this portfolio
  •  

Fees

  • Our investment management fee is 0.17% of your account balance per annum
  • There are additional platform and administration fees which vary with investment size and asset type
  • A full break down of all fees is provided during our onboarding process, and before you make a decision.

Performance

1 Month
5.4% p.a

 

3 Month
0.8% p.a

 

Inception
7.9% p.a*

*The 5 year annualised return p.a of this portfolios benchmark (ASX20) is 3.2%

Past performance is not an indication of future performance. The above returns are per annum, as of October 31st 2022 and after investment fees (of 0.17%) but before administration fees (variable, available on our client portal and FAQs). Inception returns are per annum from 1 January 2021. You can view our full performance reports here.

 

 

Features

A portfolio of Australian Commonwealth Government Bonds listed on the ASX.

  • Investment objective: Passively managed portfolio creating a bond ladder using ten to 15 ASX listed Australian Commonwealth Government Bonds of various maturities.

  • Investment Strategy: The overall portfolio is constructed to target an average weighted maturity similar to the Bloomberg AusBond Treasury 0+Yr Index. Bonds are usually held to maturity and target minimal trading
  • Ideal for those who wish to manage their own asset portfolio and want to  include a lower cost Bond exposure
  • Minimum Investment is $20,000
  • Benchmark is the Bloomberg AusBond Treasury Index
  • View the Target Market Determination for this portfolio

Fees

  • Our investment management fee is 0.11% of your account balance per annum
  • There are additional platform and administration fees which vary with investment size and asset type
  • A full break down of all fees is provided during our onboarding process, and before you make a decision.

Performance

1 Month
0.5% p.a

 

3 Month
-2.9% p.a

 

Inception
-6.6.% p.a

 

Past performance is not an indication of future performance. The above returns are per annum, as of October 31st 2022 and after investment fees (of 0.11%) but before administration fees (variable, available on our client portal and FAQs). Inception returns are per annum from 1 January 2021. You can view our full performance reports here.

 

 

Pie Chart of Nucleus Wealth's Government Bond Ladder portfolio, showing portfolio holdings of 99% Australian Commonwealth Government Bonds, and 1% Cash

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