Why Walk The World has partnered with Nucleus Wealth for Superannuation:

Nucleus Wealth’s Head of Investments Damien Klassen and Martin North discuss the current issues we see in many super funds, such as unlisted assets and lack of transparency.

Walk The World Super (powered by Nucleus Wealth) seeks to take advantage of global growth opportunities whilst ensuring that there is a firm view on macroeconomic downsides can materially impact your superannuation balance.

By offering high transparency, ethical and portfolio tailoring and personal advice about the most appropriate portfolio for your circumstances, Walk The World Super strives to right what is wrong with Australian Superannuation.

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Investing Made Simple

Simple online tailoring process

Create and customise your portfolio within 10 minutes through our online onboarding portal

Built for transparency

At any time you can view your enitre portfolio in our portal, informing you of your asset weightings, which stocks you own and why

Change your account preferences anytime through the dashboard

Your portfolio of worldwide stocks, cash and bonds is generated. Deposit or withdraw anytime through a simple bank transfer

Trusted Third Party Protection

All client capital is held and maintained by our Managed Account providers, backed by the largest global banks. 

 

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Get Started with the Walk The World Fund

Shared philosophy:

Nucleus Wealth’s Head of Investments Damien Klassen and Martin North discuss the shared philosophy in the investment strategy behind Walk The World Fund and Super that helped form the partnership.

This includes a look at the high quality assets held in portfolios making for a secure portfolio that focuses on long term investments, the tactical asset allocation employed by Nucleus Wealth to vary the weightings between assets, investors being able to calibrate their own portfolio allocations and the low, flat fees that don’t include performance fees

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Most investment funds are one-size-fits-all

You get the Henry Ford’s Model T experience: any colour you like, as long as it’s black.

Every investor gets the same fund.

Stockbrokers ask you to do it all

Go to a stockbroker and you get every car part in crates – but you must build the whole car yourself.

You get the flexibility, but also the responsibility of running a diversified, risk managed portfolio. 

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Nucleus gives you the best of both

Nucleus sits between the extremes. Factory-built and tested, safety options available, but you choose how and what to customise.

We help you choose the approach that suits your goals, risk tolerance, other investments and values.

Approach Icon

1. Investment Approach

Match the market or aim to beat it?

  • Direct Indexing – Customisable market exposure: Track the index with flexibility
  • Active Investing – Seek higher returns or lower risk: Targeted stock selection
Asset Mix Icon

2. Asset Mix

What’s your preferred risk/return profile?

  • 📈 Only Stocks – Higher long term return, more volatility
  • 🔁 Stocks + Bonds – Balanced exposure, lower risk
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3. Screens (Exclusions)

Remove sectors that you don’t want.

🚫 Tobacco | 🚫 Fossil Fuels | 🚫 Australian Housing | + over 70 other screens

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4. Tilts (Add Themes)

Add exposure to sectors you believe in.

🤖 Artificial Intelligence | ⚡ Clean Energy | 🪙 Gold Stocks | + over 80 other tilts

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Direct Indexing: Annual Fees

Nucleus can invest across a number of different platforms. Below we show the fees on our cheapest options. Trading fees start from just 0.099% of the value traded.

Non-Superannuation OR SMSF
Personal Superannuation
First $500,000

0.33%0.55%

  • Low trading costs

  • No ongoing fees on foreign currency

  • No ongoing fees on a range of ETFs

Get Started
$500,000 to $2m

0.165%0.20%

  • Low trading costs

  • No ongoing fees on foreign currency

  • No ongoing fees on a range of ETFs

  • Currency hedging available

Get Started
More than $2m

0.11%0.145%

  • Low trading costs

  • No ongoing fees on foreign currency

  • No ongoing fees on a range of ETFs

  • Discounted investment fees

  • Currency hedging available

Get Started

Active Investment: Annual Fees

Nucleus can invest across a number of different platforms. Below we show the fees on our cheapest options. Trading fees start from just 0.099% of the value traded.

Non-Superannuation OR SMSF
Personal Superannuation
First $500,000

0.803%1.025%

  • Low trading costs

  • No ongoing fees on foreign currency

  • No ongoing fees on a range of ETFs

Get Started
$500,000 to $2m

0.638%0.675%

  • Low trading costs

  • No ongoing fees on foreign currency

  • No ongoing fees on a range of ETFs

  • Currency hedging available

Get Started
More than $2m

0.55%0.675%

  • Low trading costs

  • No ongoing fees on foreign currency

  • No ongoing fees on a range of ETFs

  • Discounted investment fees

  • Currency hedging available

Get Started

How do our fees compare?

Getting to the bottom of investment fees can be difficult - for many companies intentionally so.

Many funds have multiple layers of fees and they may not be showing you all of the fees.

In the tables here we show the average and median fees for all Australian Superannuation funds as assessed by the Australian Prudential Regulation Authority.

In a broad sense:

  • Nucleus Direct Indexing is one of the cheapest ways to invest either inside of super or outside of super.
  • Nucleus Active and Tactical funds tend to be cheaper than the average fund  
  Amount of Money Invested
  $10,000 $25,000 $50,000 $250,000 $500,000 $1m
Data for all Australian Super Funds      
  - Average 1.66% 1.36% 1.26% 1.15% N/A N/A
  - Median 1.52% 1.26% 1.16% 1.07% N/A N/A
Nucleus Super on DASH*
 
 
 
- Direct Indexing 0.60% 0.60% 0.60% 0.60% 0.60% 0.44%
- Tactical or Active 1.08% 1.08% 1.08% 1.08% 1.08% 0.92%
Nucleus Super on Praemium*
 
 
 
- Direct Indexing N/A N/A N/A 0.65% 0.55% 0.44%
- Tactical or Active N/A N/A N/A 1.20% 1.03% 0.92%
Nucleus on Interactive Brokers (SMSF or Non-Super)
 
 
 
- Direct Indexing 0.33% 0.33% 0.33% 0.33% 0.33% 0.25%
- Tactical or Active 0.80% 0.80% 0.80% 0.80% 0.80% 0.72%

Source: Australian Prudential Regulation Authority (APRA) Heatmaps
* Nucleus calculations assuming a 40% weight to international stocks

Performance: Growth Portfolios

These are the higher growth portfolios. While we expect higher returns over time, they are higher risk and likely to be more volatile.

Global Direct Index

Global Direct Index
Period Return
1y 10.2%
3y 15.1% p.a.
Incept. 16.5% p.a.

Core International

Core International
Period Return
1y 11.2%
5y 12.4% p.a.
Incept. 12.9% p.a.

Australian Direct Index

Australian Direct Index
Period Return
1y 3%
3y 6.1% p.a.
Incept. 9.2% p.a.

Core Australia

Core Australia
Period Return
1y 6.6%
5y 11.3% p.a.
Incept. 7.6% p.a.

Tactical Growth

Tactical Growth
Period Return
1y 7.5%
5y 6.1% p.a.
Incept. 7.5% p.a.
Awards Big Size

Multi-award winning portfolios

Nucleus Direct Indexing is leading the way in personalized investment solutions, offering direct ownership of global and Australian shares for tailored portfolios.

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