Award-winning managed portfolios built by the Nucleus Wealth research team. Professionally managed portfolios spanning asset classes, risk profiles and investment styles.
Explore our top three portfolios, hand-picked for their strong performance, low fees and broad appeal.
Multi-asset Funds
Diversified assets across equities, fixed income, and alternatives — professionally managed for steady, risk-adjusted returns.
Direct Indexing Portfolios
Own the largest stocks in the world directly — broad exposure to global markets at institutional-grade cost.
Share Portfolios
A high-conviction global stock portfolio built by expert analysts — targeting long-term capital growth through quality companies.
Diversified portfolios spanning equities, bonds and cash, actively tilted toward the asset classes we see the most value in.
The Tactical Growth Portfolio aims to deliver returns of 4.5% above inflation over rolling five-year periods. It invests across shares and bonds, actively adjusting asset allocations as market conditions change. Designed for investors with a higher tolerance for risk, the portfolio seeks to enhance long-term returns through active management.
Time invested
5 years +
Fee p.a.
0.64%
Minimum
$5,000
Inception
31 July 2017
Risk
Available on Praemium, DASH, Interactive Brokers.
Detailed Fund InformationFull performance history, fees and risks are set out in the fund tear sheet.
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.
Time invested
3 years +
Fee p.a.
0.64%
Minimum
$5,000
Inception
31 July 2017
Risk
Available on Praemium, DASH, Interactive Brokers.
Detailed Fund InformationFull performance history, fees and risks are set out in the fund tear sheet.
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.
Time invested
4 years +
Fee p.a.
0.64%
Minimum
$5,000
Inception
31 July 2017
Risk
Available on Praemium, DASH, Interactive Brokers.
Detailed Fund InformationFull performance history, fees and risks are set out in the fund tear sheet.
Actively managed, high-conviction equity portfolios built stock by stock by our research team.
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.
Time invested
5 years +
Fee p.a.
0.64%
Minimum
$5,000
Inception
31 July 2017
Risk
Available on Praemium, DASH, Interactive Brokers.
Detailed Fund InformationFull performance history, fees and risks are set out in the fund tear sheet.
To generate returns above the MSCI World Index with lower volatility than the index by buying a mixture of high quality and cheap stocks. Our Investment philosophy is that high quality assets at reasonable prices 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.
Time invested
5 years +
Fee p.a.
0.64%
Minimum
$1,000
Inception
31 July 2017
Risk
Available on Praemium, Interactive Brokers.
Detailed Fund InformationFull performance history, fees and risks are set out in the fund tear sheet.
Low-cost, passively managed portfolios that track a market index directly.
This is a passive strategy designed to provide a (gross of fees) return approximating the MSCI World Index in AUD over rolling five year periods by investing in the largest 40 equity securities listed on developed market exchanges.
Time invested
5 years +
Fee p.a.
0.17%
Minimum
$1,000
Inception
31 December 2020
Risk
Available on Praemium, Interactive Brokers.
Detailed Fund InformationFull performance history, fees and risks are set out in the fund tear sheet.
This is a passive strategy designed to provide a (gross of fees) return in line with the S&P/ASX 20 Accumulation Index over rolling five year periods.
Time invested
5 years +
Fee p.a.
0.17%
Minimum
$5,000
Inception
31 December 2020
Risk
Available on Praemium, DASH, Interactive Brokers.
Detailed Fund InformationFull performance history, fees and risks are set out in the fund tear sheet.
This is a passive strategy designed to provide a (gross of fees) return in line with the Bloomberg AusBond Treasury 0+Yr Index over rolling three year periods.
Time invested
3 years +
Fee p.a.
0.17%
Minimum
$1,000
Inception
31 December 2020
Risk
Available on Praemium, DASH, Interactive Brokers.
Detailed Fund InformationFull performance history, fees and risks are set out in the fund tear sheet.