Our system allows you to customise your investment to suit the ethical preferences that matter to you, not the fund manager.
To do this, we offer around 100 different tailoring options to customise your portfolio.
transparent
We provide you:
A company profile on each company you own and why it is in your portfolio.
Detailed dashboards showing how your portfolio is positioned.
A detailed performance report each month, with a focus on current positioning and what we expect from markets.
Safe
Our portfolios are actively managed, and limited to blue chip International and Australian stocks, cash and government bonds. In addition, we intently target high quality stocks to reduce risk.
Personalise Your Portfolio
Screens
You can exclude the below to customise your portfolio
However, 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. You choose from over 30 different ethical overlays over your portfolio so that we don’t buy stocks that conflict with your beliefs.
ethical investment
We have ethics. Integrity, honesty, reliability.
However, 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. You choose from 20 different ethical overlays over your portfolio so that we don’t buy stocks that conflict with your beliefs.
Investment options
Investment options
Tactical Investment Options
These portfolios feature "Tactical Asset Allocation", meaning the amount of Cash, Bonds and Shares in each portfolio is adjusted by Nucleus Wealth to take advantage of global macroeconomic themes and to help protect the portfolio during volatile market conditions
Through our onboarding portal you can select any of the portfolios, a blend of several, or receive a recommendation of an appropriate blend for you using our free online advice tool
High growth portfolio for investors who are comfortable with higher levels of volatility and have a longer investment timeframe
Actively Managed, meaning the portfolio is regularly monitored to seek out opportunities in world markets
By using Separately Managed Accounts, every investor has their own individual portfolio, managed by Nucleus Wealth. This means that all dividends, distributions and franking credits are captured within your portfolio
Blend of assets that are tactically managed within the minimum and maximum weighting range of the portfolio ie. max 90% share exposure. Target allocations are shown in the following pie chart
Full ethical overlay, allowing you to exclude themes you don't support from your portfolio
Minimum Investment is $10,000. For additional information, please visit our portfolios page
Benchmark is Australian Inflation (CPI) + 4.5%
Fees
Our investment management fee is 0.64% 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 Year 5.3% p.a
3 Year 4.1% p.a
Inception 6.4% p.a
Past performance is not an indication of future performance. The above returns are per annum, as of April 30th 2023 and after investment fees (of 0.64%) but before administration fees (variable, available on our client portal and FAQs). Inception returns are per annum from 31 July 2017. You can view our full performance reports here.
Conservative portfolio for investors who do not have an income requirement
Actively Managed, meaning the portfolio is regularly monitored to seek out opportunities in world markets
By using Separately Managed Accounts, every investor has their own individual portfolio, managed by Nucleus Wealth. This means that all dividends, distributions and franking credits are captured within your portfolio
Blend of assets that are tactically managed within the minimum and maximum weighting range of the portfolio ie. max 50% share exposure. Target allocations are shown in the following pie chart
Full ethical overlay, allowing you to exclude themes you don't support from your portfolio
Minimum Investment is $10,000. For additional information, please visit our portfolios page
Benchmark is Australian Inflation (CPI) + 2.5%
Fees
Our investment management fee is 0.64% 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 Year 2.7% p.a
3 Year -0.2% p.a
Inception 2.4% p.a
Past performance is not an indication of future performance. The above returns are per annum, as of April 30th 2023 and after investment fees (of 0.64%) but before administration fees (variable, available on our client portal and FAQs). Inception returns are per annum from 31 July 2017. You can view our full performance reports here.
Conservative portfolio for investors who have a preference for income rather than capital gains
Actively Managed, meaning the portfolio is regularly monitored to seek out opportunities in world markets
By using Separately Managed Accounts, every investor has their own individual portfolio, managed by Nucleus Wealth. This means that all dividends, distributions and franking credits are captured within your portfolio
Blend of assets that are tactically managed within the minimum and maximum weighting range of the portfolio ie. max 30% share exposure. Target allocations are shown in the following pie chart
Full ethical overlay, allowing you to exclude themes you don't support from your portfolio
Minimum Investment is $10,000. For additional information, please visit our portfolios page
Benchmark is Australian Inflation (CPI) + 2.5%
Fees
Our investment management fee is 0.64% 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 Year 2.4% p.a
3 Year -0.5% p.a
Inception 2.1% p.a
Past performance is not an indication of future performance. The above returns are per annum, as of April 30th 2023 and after investment fees (of 0.64%) but before administration fees (variable, available on our client portal and FAQs). Inception returns are per annum from 31 July 2017. You can view our full performance reports here.
These portfolios feature "Tactical Asset Allocation", meaning the amount of Cash, Bonds and Shares in each portfolio is adjusted by Nucleus Wealth to take advantage of global macroeconomic themes and to help protect the portfolio during volatile market conditions
Through our onboarding portal you can select any of the portfolios or a blend of several, or receive a recommendation of an appropriate blend for you using our free online advice tool
High growth portfolio for investors who are comfortable with higher levels of volatility and have a longer investment timeframe
Actively Managed, meaning the portfolio is regularly monitored to seek out opportunities in world markets
By using Separately Managed Accounts, every investor has their own individual portfolio, managed by Nucleus Wealth. This means that all dividends, distributions and franking credits are captured within your portfolio
Blend of assets that are tactically managed within the minimum and maximum weighting range of the portfolio ie. max 90% share exposure. Target allocations are shown in the following pie chart
Full ethical overlay, allowing you to exclude themes you don't support from your portfolio
Minimum Investment is $10,000. For additional information, please visit our portfolios page
Benchmark is Australian Inflation (CPI) + 4.5%
Performance
1 Year 5.3% p.a
3 Year 4.1% p.a
Inception 6.4% p.a
Past performance is not an indication of future performance. The above returns are per annum, as of April 30th 2023 and after investment fees (of 0.64%) but before administration fees (variable, available on our client portal and FAQs). Inception returns are per annum from 31 July 2017. You can view our full performance reports here.
Our investment management fee is 0.64% 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.
Features
Conservative portfolio for investors who do not have an income requirement
Actively Managed, meaning the portfolio is regularly monitored to seek out opportunities in world markets
By using Separately Managed Accounts, every investor has their own individual portfolio, managed by Nucleus Wealth. This means that all dividends, distributions and franking credits are captured within your portfolio
Blend of assets that are tactically managed within the minimum and maximum weighting range of the portfolio ie. max 50% share exposure. Target allocations are shown in the following pie chart
Full ethical overlay, allowing you to exclude themes you don't support from your portfolio
Minimum Investment is $10,000. For additional information, please visit our portfolios page
Benchmark is Australian Inflation (CPI) + 2.5%
Performance
1 Year 2.7% p.a
3 Year -0.2% p.a
Inception 2.4% p.a
Past performance is not an indication of future performance. The above returns are per annum, as of April 30th 2023 and after investment fees (of 0.64%) but before administration fees (variable, available on our client portal and FAQs). Inception returns are per annum from 31 July 2017. You can view our full performance reports here.
Our investment management fee is 0.64% 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.
Features
Conservative portfolio for investors who have a preference for income rather than capital gains
Actively Managed, meaning the portfolio is regularly monitored to seek out opportunities in world markets
By using Separately Managed Accounts, every investor has their own individual portfolio, managed by Nucleus Wealth. This means that all dividends, distributions and franking credits are captured within your portfolio
Blend of assets that are tactically managed within the minimum and maximum weighting range of the portfolio ie. max 30% share exposure. Target allocations are shown in the following pie chart
Full ethical overlay, allowing you to exclude themes you don't support from your portfolio
Minimum Investment is $10,000. For additional information, please visit our portfolios page
Benchmark is Australian Inflation (CPI) + 2.5%
Performance
1 Year 2.4% p.a
3 Year -0.5% p.a
Inception 2.1% p.a
Past performance is not an indication of future performance. The above returns are per annum, as of April 30th 2023 and after investment fees (of 0.64%) but before administration fees (variable, available on our client portal and FAQs). Inception returns are per annum from 31 July 2017. You can view our full performance reports here.
Our investment management fee is 0.64% 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.
Core Share Investment Options
These portfolios hold only Australian or International shares respectively, 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
A portfolio of leading global companies' shares (60-80 holdings)
Actively Managed, meaning we monitor stock prices and buy or sell accordingly, whilst ensuring a diversified mix of sectors
By using Separately Managed Accounts, every investor has their own individual portfolio, managed by Nucleus Wealth. This means that all dividends, distributions and franking credits are captured within your portfolio
Ideal for those who wish to manage their own asset portfolio whilst having Nucleus manage the International share component of the portfolio for them
Full ethical overlay, allowing you to exclude themes you don't support from your portfolio
Minimum investment: $70,000
Benchmark is the MSCI World Index
Fees
Our investment management fee is 0.64% 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 Year 9.3% p.a
3 Year 9.0% p.a
Inception 11.2% p.a
Past performance is not an indication of future performance. The above returns are per annum, as of April 30th 2023 and after investment fees (of 0.64%) but before administration fees (variable, available on our client portal and FAQs). Inception returns are per annum from 31 July 2017. You can view our full performance reports here.
A portfolio of leading Australian companies' shares (20-30 holdings)
Actively Managed, meaning the portfolio is regularly monitored to seek out opportunities in world markets, whilst ensuring a diversified mix of sectors
By using Separately Managed Accounts, every investor has their own individual portfolio, managed by Nucleus Wealth. This means that all dividends, distributions and franking credits are captured within your portfolio
Ideal for those who wish to manage their own asset portfolio whilst having Nucleus manage the Australian share component of the portfolio for them
Full ethical overlay, allowing you to exclude themes you don't support from your portfolio
Minimum investment: $25,000
Benchmark is the MSCI Australia index
Fees
Our investment management fee is 0.64% 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 Year 11.1% p.a
3 Year 11.5% p.a
Inception 7.2% p.a
Past performance is not an indication of future performance. The above returns are per annum, as of April 30th 2023 and after investment fees (of 0.64%) but before administration fees (variable, available on our client portal and FAQs). Inception returns are per annum from 31 July 2017. You can view our full performance reports here.
These portfolios hold only Australian or International shares respectively, 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
A portfolio of leading global companies' shares (60-80 holdings)
Actively Managed, meaning we monitor stock prices and buy or sell accordingly, whilst ensuring a diversified mix of sectors
By using Separately Managed Accounts, every investor has their own individual portfolio, managed by Nucleus Wealth. This means that all dividends, distributions and franking credits are captured within your portfolio
Ideal for those who wish to manage their own asset portfolio whilst having Nucleus manage the International share component of the portfolio for them
Full ethical overlay, allowing you to exclude themes you don't support from your portfolio
Minimum investment: $70,000
Benchmark is the MSCI World Index
Performance
1 Year 9.3% p.a
3 Year 9.0% p.a
Inception 11.2% p.a
Past performance is not an indication of future performance. The above returns are per annum, as of April 30th 2023 and after investment fees (of 0.64%) but before administration fees (variable, available on our client portal and FAQs). Inception returns are per annum from 31 July 2017. You can view our full performance reports here.
Our investment management fee is 0.64% 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.
Features
A portfolio of leading Australian companies' shares (20-30 holdings)
Actively Managed, meaning the portfolio is regularly monitored to seek out opportunities in world markets, whilst ensuring a diversified mix of sectors
By using Separately Managed Accounts, every investor has their own individual portfolio, managed by Nucleus Wealth. This means that all dividends, distributions and franking credits are captured within your portfolio
Ideal for those who wish to manage their own asset portfolio whilst having Nucleus manage the Australian share component of the portfolio for them
Full ethical overlay, allowing you to exclude themes you don't support from your portfolio
Minimum investment: $25,000
Benchmark is the MSCI Australia index
Performance
1 Year 11.1% p.a
3 Year 11.5% p.a
Inception 7.2% p.a
Past performance is not an indication of future performance. The above returns are per annum, as of April 30th 2023 and after investment fees (of 0.64%) but before administration fees (variable, available on our client portal and FAQs). Inception returns are per annum from 31 July 2017. You can view our full performance reports here.
Our investment management fee is 0.64% 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.
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.
A portfolio of the largest global shares by market capitalisation (the number of holdings can be customised by you: between 15 and 75).
Investment objective: To provide a return before fees approximating the S&P Global 100 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 measured as the number of shares it has issued, multiplied by the price of those shares. The model will generally hold the 40 (by default) 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
Personalise with ethical and investment overlays, allowing you to exclude or include themes from over 100 different options.
Minimum investment: $10,000 (platform dependent)
Benchmark is the S&P Global 100 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
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 15.6% p.a
Inception 14.0% p.a*
Past performance is not an indication of future performance. The above returns are per annum, as of April 30th 2023 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.
A portfolio of the largest ASX listed companies' shares (the number of holdings can be customised by you: between 15 and 75).
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 (by default) 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
Personalise with ethical and investment overlays, allowing you to exclude or include themes from over 100 different options.
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 1.1% p.a
3 Month -1.8% p.a
Inception 9.8% p.a*
Past performance is not an indication of future performance. The above returns are per annum, as of April 30th 2023 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.
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
Our investment management fee is 0 to 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 0.0% p.a
3 Month 1.6% p.a
Inception -3.6% p.a
Past performance is not an indication of future performance. The above returns are per annum, as of April 30th 2023 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.
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.
A portfolio of the largest global shares by market capitalisation (the number of holdings can be customised by you: between 15 and 75).
Investment objective: To provide a return before fees approximating the S&P Global 100 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 (by default) 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
Personalise with ethical and investment overlays, allowing you to exclude or include themes from over 100 different options.
Minimum investment: $10,000 (platform dependent)
Benchmark is the S&P Global 100 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
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 15.6% p.a
Inception 14.0% p.a*
Past performance is not an indication of future performance. The above returns are per annum, as of April 30th 2023 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.
A portfolio of the largest ASX listed companies' shares (the number of holdings can be customised by you: between 15 and 75).
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 (by default) 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
Personalise with ethical and investment overlays, allowing you to exclude or include themes from over 100 different options.
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 1.1% p.a
3 Month -1.8% p.a
Inception 9.8% p.a*
Past performance is not an indication of future performance. The above returns are per annum, as of April 30th 2023 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.
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
Our investment management fee is 0 to 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 0.0% p.a
3 Month 1.6% p.a
Inception -3.6% p.a
Past performance is not an indication of future performance. The above returns are per annum, as of April 30th 2023 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.
We use Nucleus Wealth because of its ethical standards and good performance. We are entirely satisfied with its structures and communicative process
Charles / 75+ years old
Nucleus Wealth was very easy to use, the support team is great and happy to answer any questions. They exceeded expectations and I would recommend their service.
Virginnia / 46-55 years old
Fund performance was excellent during challenging conidtions. For me it was an excellent alternative to most domestic (AU) investment options such as ASX, and as such really helped to diversify internationally and minimise risk. Staff have been easy to communicate with. I was also pleased to make use of the ethical & environmental filters.
Dave / 36-45 years old
The Nucleus Wealth offering from risk profile assessment and platform asset management is incredibly easy to use. The customer support is responsive, informative, polite and caters to a wide group of investor experience. The service overall has exceeded my expectations and prove the benefits of an active fund manager in these uncetain times.
David / 36-45 years old
Nucleus Wealth offer a great product with outstanding dashboard tools that allow investors to drill all the way down into their investment and view each holding. Great customer support. Strongly recommend.
Richard / 25-35 years old
Nuclear Wealth aligns well with my investment thesis, had great customer service and communicate often through interestomg podcasts
Jason / 36-45 years old
The team has been very helpful and accommodating with my needs. Have recommended it to friends
Jarek / 36-45 years old
Nucleus Wealth was relatively easy to use. The customer support options were quite good. Nucleus Wealth’s service generally met my expectations. I would definitely recommend it to friends.
Patrick / 46-55 years old
Nucleus Wealth was easy to use, though charting options were not straight forward. The customer support was excellent. I would definitely recommend it to friends.
