Explore our award-winning portfolios, built by the Nucleus Wealth investment team to suit a range of investment goals, risk levels and investment styles. Whether you're looking for an all-in-one portfolio, direct share exposure or low-cost index investing, there's an option designed to fit your needs.
Our flagship funds — one from each category — chosen for their performance, simplicity, and broad appeal.
Multi-asset Funds
Lower RiskDiversified assets across equities, fixed income, and alternatives — professionally managed for steady, risk-adjusted returns.
Direct Indexing Portfolios
Low FeeOwn the largest stocks in the world directly — broad exposure to global markets at institutional-grade cost.
Active Share Portfolios
Actively ManagedA high-conviction global stock portfolio built by expert analysts — targeting long-term capital growth through quality companies.
Past performance is not an indication of future performance. Performance as at Jul 2026.
Diversified portfolios managed for you.
Our complete investment portfolios are built for investors who want professional management without the complexity. Each portfolio blends asset classes across equities, fixed income, and alternatives to deliver steady, risk-adjusted returns tailored to your financial goals.
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.
Recommended time invested
5 years +
Minimum
$5,000
Inception
31 July 2017
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.
Recommended time invested
3 years +
Minimum
$5,000
Inception
31 July 2017
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.
Recommended time invested
4 years +
Minimum
$5,000
Inception
31 July 2017
Available on Praemium, DASH, Interactive Brokers.
Detailed Fund InformationFull performance history, fees and risks are set out in the fund tear sheet.
Invest directly in Australian or global companies.
These portfolios invest only in Australian or international shares, giving you full exposure to the share market. Because they stay fully invested rather than moving into defensive assets, their value may rise and fall more than our Diversified Portfolios.
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.
Recommended time invested
5 years +
Minimum
$5,000
Inception
31 July 2017
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.
Recommended time invested
5 years +
Minimum
$1,000
Inception
31 July 2017
Available on Praemium, Interactive Brokers.
Detailed Fund InformationFull performance history, fees and risks are set out in the fund tear sheet.
Low-cost market exposure with direct share ownership.
These portfolios are designed to closely track the market while keeping fees low. They invest in the largest Australian or international shares, or ASX-listed bonds. Low fee and low turnover, they remain fully invested at all times.
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.
Recommended time invested
5 years +
Minimum
$1,000
Inception
31 December 2020
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.
Recommended time invested
5 years +
Minimum
$5,000
Inception
31 December 2020
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.
Recommended time invested
3 years +
Minimum
$1,000
Inception
31 December 2020
Available on Praemium, DASH, Interactive Brokers.
Detailed Fund InformationFull performance history, fees and risks are set out in the fund tear sheet.
