Harness the power of Macrobusiness in your portfolio
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.
Investing Made Simple
Simple online tailoring process
Create and customise your portfolio within 10 minutes through our online onboarding portal
Built for transparency
At any time you can view your enitre portfolio in our portal, informing you of your asset weightings, which stocks you own and why
Change your account preferences anytime through the dashboard
Your portfolio of worldwide stocks, cash and bonds is generated. Deposit or withdraw anytime through a simple bank transfer
Trusted Third Party Protection
All client capital is held and maintained by our Managed Account providers, backed by the largest global banks.
Most investment funds are one-size-fits-all
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.
Stockbrokers ask you to do it all
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 gives you the best of both
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.
1. Investment Approach
Match the market or aim to beat it?
- Direct Indexing – Customisable market exposure: Track the index with flexibility
- Active Investing – Seek higher returns or lower risk: Targeted stock selection
2. Asset Mix
What’s your preferred risk/return profile?
- 📈 Only Stocks – Higher long term return, more volatility
- 🔁 Stocks + Bonds – Balanced exposure, lower risk
3. Screens (Exclusions)
Remove sectors that you don’t want.
🚫 Tobacco | 🚫 Fossil Fuels | 🚫 Australian Housing | + over 70 other screens
4. Tilts (Add Themes)
Add exposure to sectors you believe in.
🤖 Artificial Intelligence | ⚡ Clean Energy | 🪙 Gold Stocks | + over 80 other tilts
Featured In:
Global Direct Index
| Period | Return |
|---|---|
| 1y | 10.2% |
| 3y | 15.1% p.a. |
| Incept. | 16.5% p.a. |
Core International
| Period | Return |
|---|---|
| 1y | 11.2% |
| 5y | 12.4% p.a. |
| Incept. | 12.9% p.a. |
Australian Direct Index
| Period | Return |
|---|---|
| 1y | 3% |
| 3y | 6.1% p.a. |
| Incept. | 9.2% p.a. |
Core Australia
| Period | Return |
|---|---|
| 1y | 6.6% |
| 5y | 11.3% p.a. |
| Incept. | 7.6% p.a. |
Tactical Growth
| Period | Return |
|---|---|
| 1y | 7.5% |
| 5y | 6.1% p.a. |
| Incept. | 7.5% p.a. |
Multi-award winning portfolios
Nucleus Direct Indexing is leading the way in personalized investment solutions, offering direct ownership of global and Australian shares for tailored portfolios.