Super made simple:

Let us take care of the busy-work

We know that changing Superannuation providers can seem daunting. That’s why we aim to help make the process as easy and simple as possible.

We offer both accumulation and pension accounts, as well as the ability for you to book a complimentary 15-minute phone appointment with one of our friendly staff to help walk you through the onboarding process.

To book an appointment click here, or email  with a copy of your current superannuation statement and your mobile number and request to have someone give you a call.

Trusted Third Party Protection

All client capital is held and maintained by our Separately Managed Account provider, Praemium, who is backed by JPMorgan and HSBC, two of the biggest global banks. Cash management is backed by ANZ bank.

Personalise Your Portfolio

Screens

You can exclude the below to customise your portfolio

 

  • No Fossil Fuels (Worst Offenders)
  • No Fossil Fuels (Any)
  • No Coal Seam Gas or Fracking
  • No Nuclear Power
  • No Old Growth Forest Logging

  • No Arms (Worst Offenders)
  • No Arms (Any)
  • No Nuclear Weapons

  • No Undemocratic Countries
  • No Economically Repressed Countries (Worst Offenders)
  • No Economically Repressed Countries (Any)
  • No Morally Repressed Countries (Worst Offenders)
  • No Morally Repressed Countries (Any)
  • No Immigration Detention
  • No Jails
  • Lack of Gender Diversity (Worst Offenders)
  • Lack of Gender Diversity

  • No Fast Food
  • No Genetically Modified Foods

  • No Gambling
  • No Alcohol
  • No Pornography
  • No Tobacco
  • No Cannabis

  • No Fur or Specialty Leather
  • No Animal Testing (Any)
  • No Animal Testing (Worst Offenders)

  • No Contraception
  • Only Sharia / Islamic
  • No Human Stem Cell Use

  • No Australian Shares
  • No International Stocks
  • No Government Bonds
  • No Foreign Cash

  • No Australian Banks
  • Limit Australian Housing Exposure
  • No GICS sector Communication Services
  • No GICS sector Consumer Discretionary
  • No GICS sector Consumer Staples
  • No GICS sector Energy
  • No GICS sector Financials
  • No GICS sector Health Care
  • No GICS sector Industrials
  • No GICS sector Information Technology
  • No GICS sector Materials
  • No GICS sector Real Estate
  • No GICS sector Utilities
  • No GICS Industry Group Transportation

Tactical Investment Options

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. For additional information, please visit our portfolios page
  • 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
2.8% p.a

5 Year
4.2% p.a

 

Inception
5.2% p.a

 

Past performance is not an indication of future performance. The above returns are per annum, as of October 31st 2023 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

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. For additional information, please visit our portfolios page
  • 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% p.a

 

5 Year
0.7% p.a

 

Inception
1.3% p.a

 

Past performance is not an indication of future performance. The above returns are per annum, as of October 31st 2023 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. For additional information, please visit our portfolios page
  • 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
-0.8% p.a

 

5 Year
0.8% p.a

 

Inception
1.2% p.a

 

Past performance is not an indication of future performance. The above returns are per annum, as of October 31st 2023 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 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 $10,000. For additional information, please visit our portfolios page
  • Benchmark is Australian Inflation (CPI) + 4.5%

 

Performance

1 Year
2.8% p.a

5 Year
4.2% p.a

 

Inception
5.2% p.a

 

Past performance is not an indication of future performance. The above returns are per annum, as of October 31st 2023 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

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. For additional information, please visit our portfolios page
  • Benchmark is Australian Inflation (CPI) + 2.5%

 

Performance

1 Year
-0.9% p.a

 

5 Year
0.7% p.a

 

Inception
1.3% p.a

 

Past performance is not an indication of future performance. The above returns are per annum, as of October 31st 2023 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 additional information, please visit our portfolios page
  • Benchmark is Australian Inflation (CPI) + 2.5%

Performance

1 Year
-0.8% p.a

 

5 Year
0.8% p.a

 

Inception
1.2% p.a

 

Past performance is not an indication of future performance. The above returns are per annum, as of October 31st 2023 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.

Core Share Investment Options

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
13.6% p.a

 

5 Year
9.5% p.a

 

Inception
10.4% p.a

 

Past performance is not an indication of future performance. The above returns are per annum, as of October 31st 2023 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
1.5% p.a

 

5 Year
5.2% p.a

 

Inception
5.0% p.a

 

Past performance is not an indication of future performance. The above returns are per annum, as of October 31st 2023 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
13.6% p.a

 

5 Year
9.5% p.a

 

Inception
10.4% p.a

 

Past performance is not an indication of future performance. The above returns are per annum, as of October 31st 2023 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
1.5% p.a

 

5 Year
5.2% p.a

 

Inception
5.0% p.a

 

Past performance is not an indication of future performance. The above returns are per annum, as of October 31st 2023 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.

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 (the number of holdings can be customised by you: between 15 and 75).

  • Investment objective: To provide a return before fees approximating the S&P Global 100 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 capitalisation1Market 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 (by default) largest shares listed in developed markets2From 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

  • Personalise with ethical and investment overlays, allowing you to exclude or include themes from over 100 different options.

  • Minimum investment: $10,000 (platform dependent)

  • Benchmark is the S&P Global 100 Index in AUD

  • 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

  • View the Target Market Determination for this portfolio

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

3 Month
-3.4% p.a

 

1 Year
13.7% p.a

 

Inception
13.0% p.a*

Past performance is not an indication of future performance. The above returns are per annum, as of October 31st 2023 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 (the number of holdings can be customised by you: between 15 and 75).

  • 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 (by default) 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
  • Personalise with ethical and investment overlays, allowing you to exclude or include themes from over 100 different options.
  • Minimum investment: $10,000 (platform dependent)
  • Benchmark is the ASX20 Index
  • View the Target Market Determination for this portfolio
  •  

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

3 Month
-5.1% p.a

 

1 Year
4.3% p.a

 

Inception
6.6% p.a*

Past performance is not an indication of future performance. The above returns are per annum, as of October 31st 2023 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 $10,000
  • Benchmark is the Bloomberg AusBond Treasury Index
  • View the Target Market Determination for this portfolio

Fees

  • Our investment management fee is 0 to 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

3 Month
-3.4% p.a

 

1 Year
-2.2% p.a

 

Inception
-5.0% p.a

 

Past performance is not an indication of future performance. The above returns are per annum, as of October 31st 2023 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 (the number of holdings can be customised by you: between 15 and 75).

  • Investment objective: To provide an exposure to a basket of the largest global stocks.
  • Investment strategy: The model provides exposure to a portfolio of the largest global equities by market capitalisation3Market capitalisation is the value of the company measured as the number of shares it has issued, multiplied by the price of those shares. The model will generally hold the 40 (by default) 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

  • Personalise with ethical and investment overlays, allowing you to exclude or include themes from over 100 different options.

  • Minimum investment: $10,000 (platform dependent)

  • 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

  • View the Target Market Determination for this portfolio

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

 

3 Month
-3.4% p.a

 

1 Year
13.7% p.a

 

Inception
13.0% p.a*

Past performance is not an indication of future performance. The above returns are per annum, as of October 31st 2023 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 (the number of holdings can be customised by you: between 15 and 75).

  • Investment objective: This is a passive strategy designed to provide an exposure to a basket of the largest Australian stocks.
  • Investment strategy: The model provides exposure to a portfolio of the 25 (by default) 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
  • Personalise with ethical and investment overlays, allowing you to exclude or include themes from over 100 different options.
  • Minimum investment: $10,000 (platform dependent)
  • View the Target Market Determination for this portfolio
  •  

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

 

3 Month
-5.1% p.a

 

1 Year
4.3% p.a

 

Inception
6.6% p.a*

Past performance is not an indication of future performance. The above returns are per annum, as of October 31st 2023 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 $10,000
  • Benchmark is the Bloomberg AusBond Treasury Index
  • View the Target Market Determination for this portfolio

Fees

  • Our investment management fee is 0 to 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

3 Month
-3.4% p.a

 

1 Year
-2.2% p.a

 

Inception
-5.0% p.a

 

Past performance is not an indication of future performance. The above returns are per annum, as of October 31st 2023 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

Awards & Nominations

What our users think

 

We use Nucleus Wealth because of its ethical standards and good performance. We are entirely satisfied with its structures and communicative process

Charles / 75+ years old

Nucleus Wealth was very easy to use, the support team is great and happy to answer any questions. They exceeded expectations and I would recommend their service.

 

Virginnia / 46-55 years old

Fund performance was excellent during challenging conidtions. For me it was an excellent alternative to most domestic (AU) investment options such as ASX, and as such really helped to diversify internationally and minimise risk. Staff have been easy to communicate with. I was also pleased to make use of the ethical & environmental filters.

Dave / 36-45 years old

The Nucleus Wealth offering from risk profile assessment and platform asset management is incredibly easy to use. The customer support is responsive, informative, polite and caters to a wide group of investor experience. The service overall has exceeded my expectations and prove the benefits of an active fund manager in these uncetain times.

David / 36-45 years old

Nucleus Wealth offer a great product with outstanding dashboard tools that allow investors to drill all the way down into their investment and view each holding. Great customer support. Strongly recommend.

Richard / 25-35 years old

Nuclear Wealth aligns well with my investment thesis, had great customer service and communicate often through interestomg podcasts

Jason / 36-45 years old

The team has been very helpful and accommodating with my needs. Have recommended it to friends

 

Jarek / 36-45 years old

Nucleus Wealth was relatively easy to use. The customer support options were quite good. Nucleus Wealth’s service generally met my expectations. I would definitely recommend it to friends.

Patrick / 46-55 years old

Nucleus Wealth was easy to use, though charting options were not straight forward. The customer support was excellent. I would definitely recommend it to friends.

Russel / 25-35 years old

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