Core Australia
since inception4
Fund profile
- Number of stocks
- 20-40
- Objective
- MSCI Aust.
- Management
- Active
- Hedging
- None
Suggested minimums1
- Initial investment
- $5,000
- Additional deposits
- $1
- Time invested
- 5 years +
Fees· % p.a.
- Investment fee
- 0.64%
- Indirect cost ratio2
- 0.00%
- Performance fee
- None
- Admin fee3
- Varies by platform
Sector weights · vs MSCI Australia, %
Investor suitability
Investors who have a high tolerance for risk and have a long term investment timeframe.
Risk level
Very High. Negative return 6 years in every 20 years. 10% lower than benchmark fund since inception.
Platforms available on
Praemium, DASH, Interactive Brokers.
Investment objective
The Nucleus Core Australia Model invests in large capitalisation Australian equities. Our Investment philosophy is that avoiding low quality or expensive stocks provide the best investment outcomes. We believe these assets provide higher returns over time, but the path is also much smoother as they don't fall as much during bear markets.
Returns to Jun 2026 · % (p.a. 1y+)
| 1m | 1y | 3y | 5y | Incept. | |
|---|---|---|---|---|---|
| Pre fees | 3.2 | -0.3 | 7.1 | 7.0 | 7.3 |
| Post investment fees | 3.2 | -0.9 | 6.4 | 6.3 | 6.7 |
| Similar Funds | |||||
| MSCI Australia | 1.8 | 5.4 | 10.1 | 7.8 | 8.6 |
| ASX 50 ETF | 1.1 | 5.9 | 10.6 | 8.0 | 8.8 |
Cumulative return · growth of $10,000
Investment strategy
Investors who are looking to get exposure to large capitalisation listed Australian companies. The strategy uses a top-down global macro strategy that seeks to identify and exploit inefficiencies between global markets, countries and sectors for Australian investors. All positions are currently implemented through physical investments. This fund often takes a longer term view on assets and will choose to gradually build positions with dividends/excess capital rather than actively trading wherever possible.