ACTIVETactical Multi-Asset · Managed Account

Tactical Accumulation

4.2% p.a. pre-fees
since inception3

Fund profile

Number of stocks
80-120
Objective
CPI + 2.5%
Management
Active
Hedging
Optional6

Suggested minimums1

Initial investment
$5,000
Additional deposits
$1
Time invested
4 years +

Fees· % p.a.

Investment fee
0.64%
Indirect cost ratio2
0.00%
Performance fee
None
Admin fee4
Varies by platform

Asset allocation · vs range, %

Bonds 48
Cash 5
Cash & Bonds 53
International 31
Australian 16
Total shares 47
CurrentStrategicRange

Investor suitability

Investors who have a low risk tolerance, short- to medium-term investment horizon and a focus on growth for equity investment.

Risk level

Medium. Negative return 2 years in every 20 years. 10% lower than benchmark fund since inception.

Platforms available on

Praemium, DASH, Interactive Brokers.

Investment objective

The Tactical Accumulation Portfolio aims to deliver returns of 2.5% above inflation over rolling four-year periods. It invests across a diversified mix of shares and bonds, making modest adjustments to asset allocations as market conditions change. Designed for more conservative investors, the portfolio focuses on delivering steadier long-term returns with lower levels of risk.

Returns to Aug 2026 · % (p.a. 1y+)

1m1y3y5yIncept.
Pre fees 0.33.76.734.2
Post investment fees 0.33.162.33.5
Similar Funds
Vanguard Balanced/Conservative Mix 0.34.06.82.64.2
CPI + 2.5% 0.16.45.97.05.8

Cumulative return · growth of $10,000

Tactical AccumulationVanguard Balanced/Conservative MixCPI + 2.5%
$12,000$14,000$16,000 Jul 17Jul 19Jul 21Jul 23Jul 25Aug 26

Investment strategy

The Nucleus Tactical Accumulation Model invests in a combination of Australian and International equities with a high focus on Bonds. The portfolio takes minor tactical tilts to different asset classes based on valuation. Stocks are chosen with a value and quality bias. All positions are currently implemented through physical investments. Rebalancing is considered at least monthly by the asset allocation committee. The committee 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.