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 total fees are typically around 1% p.a plus a $12 monthly fee, consisting of:
- 0.64% investment fee
- 0.10-0.36% administration fee (depending on balance)
- $12 per month superannuation fund accounting fee
- Fees vary based on account and portfolio type. A full tailored fee breakdown is available to you within the Walk The World Fund portal prior to any investment
Performance
1 Year
-5.0% p.a
3 Year
3.0% p.a
Inception
5.9% p.a
Past performance is not an indication of future performance. The above returns are per annum, as of July 31st 2022 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.
