Tactical Income
since inception3
Fund profile
- Number of stocks
- 60-120
- Objective
- CPI + 2.5%
- Management
- Active
- Hedging
- Optional6
Suggested minimums1
- Initial investment
- $5,000
- Additional deposits
- $1
- Time invested
- 3 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, %
Investor suitability
Investors who have a very low risk tolerance and a short to medium investment horizon with an income focus for returns.
Risk level
Low - Medium. Negative return 1 year in every 20 years. 20% lower than benchmark fund since inception.
Platforms available on
Praemium, DASH, Interactive Brokers.
Investment objective
The Tactical Income Portfolio aims to deliver returns of 2.5% above inflation over rolling three-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 generating a higher level of income while maintaining a lower level of risk.
Returns to Jul 2026 · % (p.a. 1y+)
| 1m | 1y | 3y | 5y | Incept. | |
|---|---|---|---|---|---|
| Pre fees | 0.9 | 5.1 | 6.4 | 3.1 | 3.9 |
| Post investment fees | 0.8 | 4.5 | 5.7 | 2.4 | 3.3 |
| Similar Funds | |||||
| Vanguard Diversified Conservative | -0.6 | 3.9 | 5.9 | 2.1 | 3.7 |
| CPI + 2.5% | 0.2 | 5.0 | 5.4 | 6.7 | 5.6 |
Cumulative return · growth of $10,000
Investment strategy
The Nucleus Tactical Income Model invests in a combination of Australian and International equities but is heavily weighted towards cash and fixed interest. 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.