David, Leith and the team at Macrobusiness have have partnered with the like-minded asset manager, Nucleus Wealth, to bring you the MB Fund. Both David and Leith sit on the investment team at Nucleus Wealth.
The MB Fund is run and operated by Nucleus Wealth.
The MB Fund encompasses over 50 years experience in global markets and provides the Macrobusiness readership with an exciting opportunity to convert the many themes of the blog into a competent and fully featured investment solution.
Create and customise your portfolio within 10 minutes through our online onboarding portal
At any time you can view your enitre portfolio in our portal, informing you of your asset weightings, which stocks you own and why
Your portfolio of worldwide stocks, cash and bonds is generated. Deposit or withdraw anytime through a simple bank transfer
All client capital is held and maintained by our Managed Account providers, backed by the largest global banks.
You get the Henry Ford’s Model T experience: any colour you like, as long as it’s black.
Every investor gets the same fund.
Go to a stockbroker and you get every car part in crates – but you must build the whole car yourself.
You get the flexibility, but also the responsibility of running a diversified, risk managed portfolio.
Nucleus sits between the extremes. Factory-built and tested, safety options available, but you choose how and what to customise.
We help you choose the approach that suits your goals, risk tolerance, other investments and values.
Match the market or aim to beat it?
What’s your preferred risk/return profile?
Remove sectors that you don’t want.
🚫 Tobacco | 🚫 Fossil Fuels | 🚫 Australian Housing | + over 70 other screens
Add exposure to sectors you believe in.
🤖 Artificial Intelligence | ⚡ Clean Energy | 🪙 Gold Stocks | + over 80 other tilts
Nucleus can invest across a number of different platforms. Below we show the fees on our cheapest options. Trading fees start from just 0.099% of the value traded.
Low trading costs
No ongoing fees on foreign currency
No ongoing fees on a range of ETFs
Low trading costs
No ongoing fees on foreign currency
No ongoing fees on a range of ETFs
Currency hedging available
Low trading costs
No ongoing fees on foreign currency
No ongoing fees on a range of ETFs
Discounted investment fees
Currency hedging available
Nucleus can invest across a number of different platforms. Below we show the fees on our cheapest options. Trading fees start from just 0.099% of the value traded.
Low trading costs
No ongoing fees on foreign currency
No ongoing fees on a range of ETFs
Low trading costs
No ongoing fees on foreign currency
No ongoing fees on a range of ETFs
Currency hedging available
Low trading costs
No ongoing fees on foreign currency
No ongoing fees on a range of ETFs
Discounted investment fees
Currency hedging available
Getting to the bottom of investment fees can be difficult - for many companies intentionally so.
Many funds have multiple layers of fees and they may not be showing you all of the fees.
In the tables here we show the average and median fees for all Australian Superannuation funds as assessed by the Australian Prudential Regulation Authority.
In a broad sense:
Amount of Money Invested |
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$10,000 | $25,000 | $50,000 | $250,000 | $500,000 | $1m | |
Data for all Australian Super Funds | ||||||
- Average | 1.66% | 1.36% | 1.26% | 1.15% | N/A | N/A |
- Median | 1.52% | 1.26% | 1.16% | 1.07% | N/A | N/A |
Nucleus Super on DASH*
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- Direct Indexing | 0.60% | 0.60% | 0.60% | 0.60% | 0.60% | 0.44% |
- Tactical or Active | 1.08% | 1.08% | 1.08% | 1.08% | 1.08% | 0.92% |
Nucleus Super on Praemium*
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- Direct Indexing | N/A | N/A | N/A | 0.65% | 0.55% | 0.44% |
- Tactical or Active | N/A | N/A | N/A | 1.20% | 1.03% | 0.92% |
Nucleus on Interactive Brokers (SMSF or Non-Super)
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- Direct Indexing | 0.33% | 0.33% | 0.33% | 0.33% | 0.33% | 0.25% |
- Tactical or Active | 0.80% | 0.80% | 0.80% | 0.80% | 0.80% | 0.72% |
Source: Australian Prudential Regulation Authority (APRA) Heatmaps
* Nucleus calculations assuming a 40% weight to international stocks
Period | Return |
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1y | 10.2% |
3y | 15.1% p.a. |
Incept. | 16.5% p.a. |
Period | Return |
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1y | 11.2% |
5y | 12.4% p.a. |
Incept. | 12.9% p.a. |
Period | Return |
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1y | 3% |
3y | 6.1% p.a. |
Incept. | 9.2% p.a. |
Period | Return |
---|---|
1y | 6.6% |
5y | 11.3% p.a. |
Incept. | 7.6% p.a. |
Period | Return |
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1y | 7.5% |
5y | 6.1% p.a. |
Incept. | 7.5% p.a. |
Nucleus Direct Indexing is leading the way in personalized investment solutions, offering direct ownership of global and Australian shares for tailored portfolios.