A blended portfolio designed for smaller investment balances
- 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 75% share exposure. Target allocations are shown in the following pie chart
- Partial ethical overlay, allowing you to exclude themes you don’t support from your portfolio. Because this portfolio holds Exchange Traded Funds for International exposure, the ethical screening is limited.
- Minimum Investment is $35,000
- Benchmark is Australian Inflation (CPI) + 3.5%
Past performance is not an indication of future performance. Inception returns are per annum. The above returns are as of March 31st 2020 and after investment fees but before administration fees. You can view our full performance reports here.