Investment 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 economic themes and 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
11.4% p.a

3 Year
8.1% p.a

Inception
8.4% p.a

Past performance is not an indication of future performance. The above returns are per annum, as of October 31st 2021 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
2.5% p.a

3 Year
4.0% p.a

Inception
4.0% p.a

Past performance is not an indication of future performance. The above returns are per annum, as of October 31st 2021 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
0.5% p.a

3 Year
3.5% p.a

Inception
3.3% p.a

Past performance is not an indication of future performance. The above returns are per annum, as of October 31st 2021 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 economic themes and 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
11.4% p.a

3 Year
8.1% p.a

Inception
8.4% p.a

Past performance is not an indication of future performance. The above returns are per annum, as of October 31st 2021 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
2.5% p.a

3 Year
4.0% p.a

Inception
4.0% p.a

Past performance is not an indication of future performance. The above returns are per annum, as of October 31st 2021 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
0.5% p.a

3 Year
3.5% p.a

Inception
3.3% p.a

Past performance is not an indication of future performance. The above returns are per annum, as of October 31st 2021 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
20.3% p.a

3 Year
13.8% p.a

Inception
13.9% p.a

Past performance is not an indication of future performance. The above returns are per annum, as of October 31st 2021 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.

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
19.0% p.a

3 Year
9.3% p.a

Inception
7.7% p.a

Past performance is not an indication of future performance. The above returns are per annum, as of October 31st 2021 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 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
20.3% p.a

3 Year
13.8% p.a

Inception
13.9% p.a

Past performance is not an indication of future performance. The above returns are per annum, as of October 31st 2021 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.

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
19.0% p.a

3 Year
9.3% p.a

Inception
7.7% p.a

Past performance is not an indication of future performance. The above returns are per annum, as of October 31st 2021 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.

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.

PASSIVE PORTFOLIOS

Passively managed investment solutions for those who are happy to receive indexed returns whilst paying lower fees. These portfolios hold only Australian or International shares or ASX listed Bonds, 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.

Features

A portfolio of the largest global shares by market capitalisation (40 holdings)

  • Investment objective: To provide a return before fees approximating the MSCI World Index in Australian dollars. Measured over a five year rolling average.
  • Investment strategy: The model provides exposure to a portfolio of the largest global equities by market capitalisation3Market capitalisation is the value of the company measure as the number of share it has issued, multiplied by the price of those shares. The model will generally hold the 40 largest shares listed in developed markets4From IG, developed market in investing terms is a country that is most developed in terms of its economy and financial markets. Its capital markets are developed, with a high level of regulation and oversight, a market exchange, and good liquidity in its debt and equity markets. Examples include the United States, Japan and Australia) .
  •  Ideal for those who wish to manage their own asset portfolio and want to include a lower cost Global Equities exposure

  • Full ethical overlay, allowing you to exclude themes you don't support from your portfolio

  • Minimum investment: $15,000

  • Benchmark is the S&P World 100

  • During periods when small companies outperform larger ones the portfolio may underperform, and vice versa.

  • Portfolio is unhedged so investors are exposed to AUD movements

Fees

  • Our investment management fee is 0.17% 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 Month
2.0% p.a

3 Month
2.4% p.a

Inception
24.8% p.a*

*The 5 year annualised return p.a of this portfolios benchmark (S&P World 100) is 15.3%

Past performance is not an indication of future performance. The above returns are per annum, as of October 31st 2021 and after investment fees (of 0.17%) but before administration fees (variable, available on our client portal and FAQs). Inception returns are per annum from 1 January 2021. You can view our full performance reports here.

Pie Chart of Nucleus Wealth's Global Leaders portfolio, showing portfolio holdings of 99% International Shares, and 1% Cash

Features

A portfolio of the largest ASX listed companies' shares (25 holdings)

  • Investment objective: This is a passive strategy designed to provide a before fees return in line with the S&P/ASX 20 Accumulation Index over rolling five year periods.
  • Investment strategy: The model provides exposure to a portfolio of the 25 largest companies on the ASX.
  • Ideal for those who wish to manage their own asset portfolio and want to  include  a lower cost Australian Equities exposure
  • Full ethical overlay, allowing you to exclude themes you don't support from your portfolio
  • Minimum investment: $15,000
  • Benchmark is the ASX20 Index
  •  

Fees

  • Our investment management fee is 0.17% 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 Month
0.0% p.a

3 Month
-0.9% p.a

Inception
17.9% p.a*

*The 5 year annualised return p.a of this portfolios benchmark (ASX20) is 5.29%

Past performance is not an indication of future performance. The above returns are per annum, as of October 31st 2021 and after investment fees (of 0.17%) but before administration fees (variable, available on our client portal and FAQs). Inception returns are per annum from 1 January 2021. You can view our full performance reports here.

Features

A portfolio of Australian Commonwealth Government Bonds listed on the ASX.

  • Investment objective: Passively managed portfolio creating a bond ladder using ten to 15 ASX listed Australian Commonwealth Government Bonds of various maturities.

  • Investment Strategy: The overall portfolio is constructed to target an average weighted maturity similar to the Bloomberg AusBond Treasury 0+Yr Index. Bonds are usually held to maturity and target minimal trading
  • Ideal for those who wish to manage their own asset portfolio and want to  include a lower cost Bond exposure
  • Minimum Investment is $20,000
  • Benchmark is the Bloomberg AusBond Treasury Index

Fees

  • Our investment management fee is 0.11% 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 Month
-2.1% p.a

3 Month
-2.6% p.a

Inception
-0.3% p.a

Past performance is not an indication of future performance. The above returns are per annum, as of October 31st 2021 and after investment fees (of 0.11%) but before administration fees (variable, available on our client portal and FAQs). Inception returns are per annum from 1 January 2021. You can view our full performance reports here.

Pie Chart of Nucleus Wealth's Government Bond Ladder portfolio, showing portfolio holdings of 99% Australian Commonwealth Government Bonds, and 1% Cash

PASSIVE PORTFOLIOS

Passively managed investment solutions for those who are happy to receive indexed returns whilst paying lower fees. These portfolios hold only Australian or International shares or ASX listed Bonds, 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.

Features

A portfolio of the largest global shares by market capitalisation (40 holdings)

  • Investment objective: To provide a return before fees approximating the MSCI World Index in Australian dollars. Measured over a five year rolling average.
  • Investment strategy: The model provides exposure to a portfolio of the largest global equities by market capitalisation5Market capitalisation is the value of the company measure as the number of share it has issued, multiplied by the price of those shares. The model will generally hold the 40 largest shares listed in developed markets6From IG, developed market in investing terms is a country that is most developed in terms of its economy and financial markets. Its capital markets are developed, with a high level of regulation and oversight, a market exchange, and good liquidity in its debt and equity markets. Examples include the United States, Japan and Australia) .
  •  Ideal for those who wish to manage their own asset portfolio and want to include a lower cost Global Equities exposure

  • Full ethical overlay, allowing you to exclude themes you don't support from your portfolio

  • Minimum investment: $15,000

  • Benchmark is the S&P World 100

  • During periods when small companies outperform larger ones the portfolio may underperform, and vice versa.

  • Portfolio is unhedged so investors are exposed to AUD movements

Fees

  • Our investment management fee is 0.17% 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 Month
2.0% p.a

3 Month
2.4% p.a

Inception
24.8% p.a*

*The 5 year annualised return p.a of this portfolios benchmark (S&P World 100) is 15.3%

Past performance is not an indication of future performance. The above returns are per annum, as of October 31st 2021 and after investment fees (of 0.17%) but before administration fees (variable, available on our client portal and FAQs). Inception returns are per annum from 1 January 2021. You can view our full performance reports here.

Pie Chart of Nucleus Wealth's Global Leaders portfolio, showing portfolio holdings of 99% International Shares, and 1% Cash

Features

A portfolio of the largest ASX listed companies' shares (25 holdings)

  • Investment objective: This is a passive strategy designed to provide a before fees return in line with the S&P/ASX 20 Accumulation Index over rolling five year periods.
  • Investment strategy: The model provides exposure to a portfolio of the 25 largest companies on the ASX.
  • Ideal for those who wish to manage their own asset portfolio and want to  include  a lower cost Australian Equities exposure
  • Full ethical overlay, allowing you to exclude themes you don't support from your portfolio
  • Minimum investment: $15,000
  • Benchmark is the ASX20 Index
  •  

Fees

  • Our investment management fee is 0.17% 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 Month
0.0% p.a

3 Month
-0.9% p.a

Inception
17.9% p.a*

*The 5 year annualised return p.a of this portfolios benchmark (ASX20) is 5.29%

Past performance is not an indication of future performance. The above returns are per annum, as of October 31st 2021 and after investment fees (of 0.17%) but before administration fees (variable, available on our client portal and FAQs). Inception returns are per annum from 1 January 2021. You can view our full performance reports here.

Features

A portfolio of Australian Commonwealth Government Bonds listed on the ASX.

  • Investment objective: Passively managed portfolio creating a bond ladder using ten to 15 ASX listed Australian Commonwealth Government Bonds of various maturities.

  • Investment Strategy: The overall portfolio is constructed to target an average weighted maturity similar to the Bloomberg AusBond Treasury 0+Yr Index. Bonds are usually held to maturity and target minimal trading
  • Ideal for those who wish to manage their own asset portfolio and want to  include a lower cost Bond exposure
  • Minimum Investment is $20,000
  • Benchmark is the Bloomberg AusBond Treasury Index

Fees

  • Our investment management fee is 0.11% 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 Month
-2.1% p.a

3 Month
-2.6% p.a

Inception
-0.3% p.a

Past performance is not an indication of future performance. The above returns are per annum, as of October 31st 2021 and after investment fees (of 0.11%) but before administration fees (variable, available on our client portal and FAQs). Inception returns are per annum from 1 January 2021. You can view our full performance reports here.

Pie Chart of Nucleus Wealth's Government Bond Ladder portfolio, showing portfolio holdings of 99% Australian Commonwealth Government Bonds, and 1% Cash