Investment Insights you can count on

Nucleus Investment Insights takes a weekly deep dive into current financial, macroeconomic and geopolitical affairs across the globe with a particular focus on the Australian investment implications of these events.

Beware the Inflation snap back

Runaway inflation is the theme du jour. “Protect your portfolio from hyperinflation” scream headlines from investment newsletters.

In this detailed 4 part series, we unpack an alternative scenario for you. Current inflation is supply-chain based, temporary, and the recent price signals might actually create the opposite effect.

 

Sticky Inflation
Sticky Inflation

Investment Philosophy

Nucleus Wealth’s investment philosophy is that high-quality assets at reasonable prices provide the best investment outcomes for investors.

Studies show that not only do these assets provide higher returns over time, but the path is also much smoother. This is because the lowest quality and most expensive assets will often rise the most during bull markets and then fall the most during bear markets.
Find out more about how our investment philosophy seeks to exploit the efficient market hypothesis.

How we apply this research to investments

All our content, from podcasts to monthly property reports and articles, forms an integral part of the Nucleus Wealth investment management process. Our Head of Investments, Damien Klassen, often says the discipline required to write an article explaining an investment idea is integral to making sure the investment idea is coherent, logical and as water-tight as possible.

So when you read an article, or listen to a podcast, you’re hearing about your investment straight from the portfolio manager’s mouth. 

Nucleus Wealth is about quality investment management, that understands you want an investment personalised to your needs. It’s about outsourcing the investment management, but not losing all the benefits you have from managing your own portfolio.

Investment Resources

 

TACTICAL PORTFOLIOS

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 economic themes and 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

 

Features

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
  • 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
10.2% p.a

3 Year
7.1% p.a

Inception
8.9% p.a

Past performance is not an indication of future performance. The above returns are per annum, as of July 31st 2021 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.

Tactical Growth Chart

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
  • 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
3.9% p.a

3 Year
4.4% p.a

Inception
4.6% p.a

Past performance is not an indication of future performance. The above returns are per annum, as of July 31st 2021 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.

Tactical Accumulation Chart

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
  • 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
4.3% p.a

Inception
4.1% p.a

Past performance is not an indication of future performance. The above returns are per annum, as of July 31st 2021 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.

Tactical Income Chart

TACTICAL PORTFOLIOS

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 economic themes and 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

 

Features

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
  • Benchmark is Australian Inflation (CPI) + 4.5%

 

Performance

1 Year
10.2% p.a

3 Year
7.1% p.a

Inception
8.9% p.a

Past performance is not an indication of future performance. The above returns are per annum, as of July 31st 2021 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.

Tactical Growth Chart

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.

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
  • Benchmark is Australian Inflation (CPI) + 2.5%

 

Performance

1 Year
3.9% p.a

3 Year
4.4% p.a

Inception
4.6% p.a

Past performance is not an indication of future performance. The above returns are per annum, as of July 31st 2021 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.

Tactical Accumulation Chart

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.

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 lower investment balances, please contact us)
  • Benchmark is Australian Inflation (CPI) + 2.5%

 

Performance

1 Year
2.7% p.a

3 Year
4.3% p.a

Inception
4.1% p.a

Past performance is not an indication of future performance. The above returns are per annum, as of July 31st 2021 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.

Tactical Income Chart

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.

CORE SHARES PORTFOLIOS

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

Through our onboarding portal you can select any of the portfolios or a blend of several, click here to begin customising your portfolio

Features

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
20.6% p.a

3 Year
12.6% p.a

Inception
14.8% p.a

Past performance is not an indication of future performance. The above returns are per annum, as of July 31st 2021 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.

Core International Chart

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

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
13.4% p.a

3 Year
5.5% p.a

Inception
7.1% p.a

Past performance is not an indication of future performance. The above returns are per annum, as of July 31st 2021 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.

Core Australia Chart

CORE SHARES PORTFOLIOS

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

Through our onboarding portal you can select any of the portfolios or a blend of several, click here to begin customising your portfolio

Features

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
20.6% p.a

3 Year
12.6% p.a

Inception
14.8% p.a

Past performance is not an indication of future performance. The above returns are per annum, as of July 31st 2021 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.

Core International Chart

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.

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
13.4% p.a

3 Year
5.5% p.a

Inception
7.1% p.a

Past performance is not an indication of future performance. The above returns are per annum, as of July 31st 2021 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.

Core Australia Chart

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.

Why Choose Nucleus Wealth
As Your Wealth Manager?

Bespoke Investments

 

Tailor your portfolio by blending together investments, applying ethical exclusions and portfolio filters to your investment with Nucleus Wealth.

 

 

Built For Transparency
 
Experience industry-leading transparency allowing you to view your entire investment portfolio in the client portal, outlining your asset weightings, which stocks you own and the investment rationale for them.

 

 

Active & Passive Investment Solutions

 

Offering both actively & passively managed investments, we provide a wealth management solution best suited to your goals & preferences.

 

Hear From Our Clients

Testimonial card where David says Nucleus Wealth has exceeded his expectations
Testimonial card where Jason says Nucleus Wealth has great customer service and aligns with his investment thesis
Testimonial card where Richard says Nucleus Wealth offers a great procut, great customer support, and he highly recommends the service
Testimonial card where David says Nucleus Wealth has exceeded his expectations
Testimonial card where Jason says Nucleus Wealth has great customer service and aligns with his investment thesis
Testimonial card where Richard says Nucleus Wealth offers a great procut, great customer support, and he highly recommends the service

Awards & Nominations

Nucleus Wealth 2020 awards
Nucleus Wealth 2020 awards

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Get In Touch

Book a complimentary call with one of our financial advisors to discuss your options.

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Learn More

Check out our investment resources section to read our latest articles, monthly performance reports, watch our webinars and listen to our Nucleus Investment Insights podcast.

Wealth Management Resources