A blended portfolio designed for smaller investment balances
- 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 75% share exposure. Target allocations are shown in the following pie chart
- Partial ethical overlay, allowing you to exclude themes you don’t support from your portfolio. Because this portfolio holds Exchange Traded Funds for International exposure, the ethical screening is limited.
- Minimum Investment is $35,000
- Benchmark is Australian Inflation (CPI) + 3.5%