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 or 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 $200,000
  • 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
4.5%

Inception
8.4%

Past performance is not an indication of future performance. The above returns are as of July 31st 2020 and after investment fees but before administration fees. Inception returns are per annum from 31 July 2017. You can view our full performance reports here.

Tactical Growth Chart

Features

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%

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
1.5%

Inception
6.3%

Past performance is not an indication of future performance. The above returns are as of July 31st 2020 and after investment fees but before administration fees. Inception returns are per annum from 31 July 2017. You can view our full performance reports here.

Tactical Foundation 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 $200,000
  • 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
1.6%

Inception
4.9%

Past performance is not an indication of future performance. The above returns are as of July 31st 2020 and after investment fees but before administration fees. 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 $200,000 (for lower investment balances, please contact us)
  • 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
2.1%

Inception
4.6%

Past performance is not an indication of future performance. The above returns are as of July 31st 2020 and after investment fees but before administration fees. 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 or 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 $200,000
  • Benchmark is Australian Inflation (CPI) + 4.5%

Performance

1 Year
4.5%

Inception
8.4%

Past performance is not an indication of future performance. The above returns are as of July 31st 2020 and after investment fees but before administration fees. 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

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%

Performance

1 Year
1.5%

Inception
6.3%

Past performance is not an indication of future performance. The above returns are as of July 31st 2020 and after investment fees but before administration fees. Inception returns are per annum from 31 July 2017. You can view our full performance reports here.

Tactical Foundation 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 $200,000
  • Benchmark is Australian Inflation (CPI) + 2.5%

Performance

1 Year
1.6%

Inception
4.9%

Past performance is not an indication of future performance. The above returns are as of July 31st 2020 and after investment fees but before administration fees. 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 $200,000 (for lower investment balances, please contact us)
  • Benchmark is Australian Inflation (CPI) + 2.5%

Performance

1 Year
2.1%

Inception
4.6%

Past performance is not an indication of future performance. The above returns are as of July 31st 2020 and after investment fees but before administration fees. 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.

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
10.5%

Inception
13.0%

Past performance is not an indication of future performance. The above returns are as of July 31st 2020 and after investment fees but before administration fees. 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
-3.6%

Inception
5.1%

Past performance is not an indication of future performance. The above returns are as of July 31st 2020 and after investment fees but before administration fees. 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
10.5%

Inception
13.0%

Past performance is not an indication of future performance. The above returns are as of July 31st 2020 and after investment fees but before administration fees. 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
-3.6%

Inception
5.1%

Past performance is not an indication of future performance. The above returns are as of July 31st 2020 and after investment fees but before administration fees. 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.