Portfolios

TACTICAL PORTFOLIOS

These portfolios feature "Tactical Asset Allocation", meaning the amount of Cash, Bonds and Shares in each portfolio is adjusted by Nucleus Wealth to take advantage of global macroeconomic themes and to help protect the portfolio during volatile market conditions

Through our onboarding portal you can select any of the portfolios, a blend of several, or receive a recommendation of an appropriate blend for you using our free online advice tool

 

Features

High growth portfolio for investors who are comfortable with higher levels of volatility and have a longer investment timeframe

  • 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 90% share exposure. Target allocations are shown in the following pie chart
  • Full ethical overlay, allowing you to exclude themes you don't support from your portfolio
  • Minimum Investment is $10,000
  • Benchmark is Australian Inflation (CPI) + 4.5%

Fees

  • Our investment management fee is 0.64% of your account balance per annum
  • There are additional platform and administration fees which vary with investment size and asset type
  • A full break down of all fees is provided during our onboarding process, and before you make a decision.

Performance

1 Year
2.0%

3 Year
5.8%

Inception
7.5%

Past performance is not an indication of future performance. The above returns are per annum, as of October 31st 2020 and after investment fees (of 0.64%) but before administration fees (variable, available on our client portal and FAQs). Inception returns are per annum from 31 July 2017. You can view our full performance reports here.

Tactical Growth Chart

Features

Conservative portfolio for investors who do not have an income requirement

  • 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 50% share exposure. Target allocations are shown in the following pie chart
  • Full ethical overlay, allowing you to exclude themes you don't support from your portfolio
  • Minimum Investment is $10,000
  • Benchmark is Australian Inflation (CPI) + 2.5%

Fees

  • Our investment management fee is 0.64% of your account balance per annum
  • There are additional platform and administration fees which vary with investment size and asset type
  • A full break down of all fees is provided during our onboarding process, and before you make a decision.

Performance

1 Year
0.9%

3 Year
4.2%

Inception
4.4%

Past performance is not an indication of future performance. The above returns are per annum, as of October 31st 2020 and after investment fees (of 0.64%) but before administration fees (variable, available on our client portal and FAQs). Inception returns are per annum from 31 July 2017. You can view our full performance reports here.

Tactical Accumulation Chart

Features

Conservative portfolio for investors who have a preference for income rather than capital gains

  • 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 30% share exposure. Target allocations are shown in the following pie chart
  • Full ethical overlay, allowing you to exclude themes you don't support from your portfolio
  • Minimum Investment is $10,000
  • Benchmark is Australian Inflation (CPI) + 2.5%

Fees

  • Our investment management fee is 0.64% of your account balance per annum
  • There are additional platform and administration fees which vary with investment size and asset type
  • A full break down of all fees is provided during our onboarding process, and before you make a decision.

Performance

1 Year
1.4%

3 Year
4.3%

Inception
4.2%

Past performance is not an indication of future performance. The above returns are per annum, as of October 31st 2020 and after investment fees (of 0.64%) but before administration fees (variable, available on our client portal and FAQs). Inception returns are per annum from 31 July 2017. You can view our full performance reports here.

Tactical Income Chart

TACTICAL PORTFOLIOS

These portfolios feature "Tactical Asset Allocation", meaning the amount of Cash, Bonds and Shares in each portfolio is adjusted by Nucleus Wealth to take advantage of global macroeconomic themes and to help protect the portfolio during volatile market conditions

Through our onboarding portal you can select any of the portfolios, a blend of several, or receive a recommendation of an appropriate blend for you using our free online advice tool

 

Features

High growth portfolio for investors who are comfortable with higher levels of volatility and have a longer investment timeframe

  • 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 90% share exposure. Target allocations are shown in the following pie chart
  • Full ethical overlay, allowing you to exclude themes you don't support from your portfolio
  • Minimum Investment is $10,000
  • Benchmark is Australian Inflation (CPI) + 4.5%

 

Performance

1 Year
2.0%

3 Year
5.8%

Inception
7.5%

Past performance is not an indication of future performance. The above returns are per annum, as of October 31st 2020 and after investment fees (of 0.64%) but before administration fees (variable, available on our client portal and FAQs). Inception returns are per annum from 31 July 2017. You can view our full performance reports here.

Tactical Growth Chart

Fees

  • Our investment management fee is 0.64% of your account balance per annum
  • There are additional platform and administration fees which vary with investment size and asset type
  • A full break down of all fees is provided during our onboarding process, and before you make a decision.

Features

Conservative portfolio for investors who do not have an income requirement

  • 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 50% share exposure. Target allocations are shown in the following pie chart
  • Full ethical overlay, allowing you to exclude themes you don't support from your portfolio
  • Minimum Investment is $10,000
  • Benchmark is Australian Inflation (CPI) + 2.5%

 

Performance

1 Year
0.9%

3 Year
4.2%

Inception
4.4%

Past performance is not an indication of future performance. The above returns are per annum, as of October 31st 2020 and after investment fees (of 0.64%) but before administration fees (variable, available on our client portal and FAQs). Inception returns are per annum from 31 July 2017. You can view our full performance reports here.

Tactical Accumulation Chart

Fees

  • Our investment management fee is 0.64% of your account balance per annum
  • There are additional platform and administration fees which vary with investment size and asset type
  • A full break down of all fees is provided during our onboarding process, and before you make a decision.

Features

Conservative portfolio for investors who have a preference for income rather than capital gains

  • 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 30% share exposure. Target allocations are shown in the following pie chart
  • Full ethical overlay, allowing you to exclude themes you don't support from your portfolio
  • Minimum Investment is $10,000 (for lower investment balances, please contact us)
  • Benchmark is Australian Inflation (CPI) + 2.5%

 

Performance

1 Year
1.4%

3 Year
4.3%

Inception
4.2%

Past performance is not an indication of future performance. The above returns are per annum, as of October 31st 2020 and after investment fees (of 0.64%) but before administration fees (variable, available on our client portal and FAQs). Inception returns are per annum from 31 July 2017. You can view our full performance reports here.

Tactical Income Chart

Fees

  • Our investment management fee is 0.64% of your account balance per annum
  • There are additional platform and administration fees which vary with investment size and asset type
  • A full break down of all fees is provided during our onboarding process, and before you make a decision.

A portfolio that grows with you

Your multi-asset portfolio will comprise a combination of cash, Australian government bonds and blue-chip shares1Blue chips are typically large international corporations that have been operating for many years, are considered to be quite stable and are known for their excellent management and strong financial structure. The term has really become synonymous with being ‘quality’ shares to buy,, both Australian and international.

We accept balances as low as $10,000. As you will be holding direct securities (shares and bonds) in your own name, you won’t have enough to buy a security in each asset with only $10,000. So, with $10,000 you will start with a portfolio of exchange traded funds2Exchange traded funds are securities that allow you to invest in a basket of securities. They are a great way to diversify a small investment (ETFs). As your balance increases we will add more direct shares and bonds. At $200,000 you will only own direct securities. 

 

How different are direct assets to exchange traded funds?
Most studies suggest asset allocation is more important than stock selection. Whichever amount you invest, you will have the same amount allocated to each asset class: cash, bonds, Australian shares or international shares.

The benefits of having direct assets are:

  1. You have more control over the ethics of your portfolio
  2. We have more control over the stocks that we choose within your portfolio. We believe this will result in better investment outcomes.
  3. Costs are lower for direct assets
  4. There may be tax advantages

CORE SHARES PORTFOLIOS

These portfolios hold only Australian or International shares respectively, and do not feature Tactical Asset Allocation, meaning they are always fully invested and are not ‘de-risked’ at any time. This can mean higher levels of volatility compared with Tactical portfolios

Through our onboarding portal you can select any of the portfolios or a blend of several, click here to begin customising your portfolio

Features

A portfolio of leading global companies' shares (60-80 holdings)

  • Actively Managed, meaning we monitor stock prices and buy or sell accordingly, whilst ensuring a diversified mix of sectors
  • 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
  • Ideal for those who wish to manage their own asset portfolio whilst having Nucleus manage the International share component of the portfolio for them
  • Full ethical overlay, allowing you to exclude themes you don't support from your portfolio
  • Minimum investment: $70,000
  • Benchmark is the MSCI World Index

Fees

  • Our investment management fee is 0.64% of your account balance per annum
  • There are additional platform and administration fees which vary with investment size and asset type
  • A full break down of all fees is provided during our onboarding process, and before you make a decision.

Performance

1 Year
6.9%

3 Year
9.7%

Inception
12.0%

Past performance is not an indication of future performance. The above returns are per annum, as of October 31st 2020 and after investment fees (of 0.64%) but before administration fees (variable, available on our client portal and FAQs). Inception returns are per annum from 31 July 2017. You can view our full performance reports here.

Core International Chart

Features

A portfolio of leading Australian companies' shares (20-30 holdings)

  • Actively Managed, meaning the portfolio is regularly monitored to seek out opportunities in world markets, whilst ensuring a diversified mix of sectors
  • 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
  • Ideal for those who wish to manage their own asset portfolio whilst having Nucleus manage the Australian share component of the portfolio for them
  • Full ethical overlay, allowing you to exclude themes you don't support from your portfolio
  • Minimum investment: $25,000
  • Benchmark is the MSCI Australia index

Fees

  • Our investment management fee is 0.64% of your account balance per annum
  • There are additional platform and administration fees which vary with investment size and asset type
  • A full break down of all fees is provided during our onboarding process, and before you make a decision.

Performance

1 Year
-4.5%

3 Year
2.9%

Inception
4.4%

Past performance is not an indication of future performance. The above returns are per annum, as of October 31st 2020 and after investment fees (of 0.64%) but before administration fees (variable, available on our client portal and FAQs). Inception returns are per annum from 31 July 2017. You can view our full performance reports here.

Core Australia Chart

CORE SHARES PORTFOLIOS

These portfolios hold only Australian or International shares respectively, and do not feature Tactical Asset Allocation, meaning they are always fully invested and are not ‘de-risked’ at any time. This can mean higher levels of volatility compared with Tactical portfolios

Through our onboarding portal you can select any of the portfolios or a blend of several, click here to begin customising your portfolio

Features

A portfolio of leading global companies' shares (60-80 holdings)

  • Actively Managed, meaning we monitor stock prices and buy or sell accordingly, whilst ensuring a diversified mix of sectors
  • 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
  • Ideal for those who wish to manage their own asset portfolio whilst having Nucleus manage the International share component of the portfolio for them
  • Full ethical overlay, allowing you to exclude themes you don't support from your portfolio
  • Minimum investment: $70,000
  • Benchmark is the MSCI World Index

Performance

1 Year
6.9%

3 Year
9.7%

Inception
12.0%

Past performance is not an indication of future performance. The above returns are per annum, as of October 31st 2020 and after investment fees (of 0.64%) but before administration fees (variable, available on our client portal and FAQs). Inception returns are per annum from 31 July 2017. You can view our full performance reports here.

Core International Chart

Fees

  • Our investment management fee is 0.64% of your account balance per annum
  • There are additional platform and administration fees which vary with investment size and asset type
  • A full break down of all fees is provided during our onboarding process, and before you make a decision.

Features

A portfolio of leading Australian companies' shares (20-30 holdings)

  • Actively Managed, meaning the portfolio is regularly monitored to seek out opportunities in world markets, whilst ensuring a diversified mix of sectors
  • 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
  • Ideal for those who wish to manage their own asset portfolio whilst having Nucleus manage the Australian share component of the portfolio for them
  • Full ethical overlay, allowing you to exclude themes you don't support from your portfolio
  • Minimum investment: $25,000
  • Benchmark is the MSCI Australia index

Performance

1 Year
-4.5%

3 Year
2.9%

Inception
4.4%

Past performance is not an indication of future performance. The above returns are per annum, as of October 31st 2020 and after investment fees (of 0.64%) but before administration fees (variable, available on our client portal and FAQs). Inception returns are per annum from 31 July 2017. You can view our full performance reports here.

Core Australia Chart

Fees

  • Our investment management fee is 0.64% of your account balance per annum
  • There are additional platform and administration fees which vary with investment size and asset type
  • A full break down of all fees is provided during our onboarding process, and before you make a decision.