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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Super Features

Low fees
  • Account fees are typically around 0.5% pa. for passive portfolios and 1% p.a. for actively managed portfolios:
  • 0.11 – 0.64% platform fee (depending on portfolio type)
  • 0.10 – 0.33% administration fee (depending on balance)
  • Fees will 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

 

 

Quality investments

Our portfolios are actively managed, limited to blue chip International and Australian stocks, cash and government bonds.

We target high quality stocks to reduce risk.

Our investment structure provides independent custodians, trustees and, unlike traditional super funds, ensures your tax situation is not affected by the trading of other investors.

Transparent

We are dedicated to full transparency and provide:

  • Information on every company you own and why it is in your portfolio.
  • Detailed dashboards showing how your portfolio is positioned.
  • 24×7 access to performance & fee data.
  • A detailed performance report each monthly.

 

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

 

Review an obligation-free portfolio for yourself

Everyday Super Made Simple:

Simple online tailoring process

Create and customise your portfolio within 10 minutes through our online onboarding portal. You can view our onboarding demonstration here

All the capabilities of superannuation

  • Can accept employer or personal contributions
  • Available in accumulation and pension accounts
  • Life and Total and Permanent Disablement Insurance available

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 anytime through a simple bank transfer

Get started with Walk The World Super

Ethical tailoring that fits your beliefs

We believe the decision of what your super supports in should be in your hands.

We offer over 30 different Ethical screens for you to select what to exclude from the portfolio that can be altered at any time.

Unlike other super funds where the fund manager makes that decision for you, with Nucleus Super you’re only excluding stocks that you don’t wish to support.

 

 

Claim your obligation-free Ethical portfolio recommendation

Awards & Nominations

Selecting your portfolio: personalised recommendations based on your preferences

Limited advice

Unsure of which investment is right for you? We offer free investment advice online in the form of a brief questionnaire which takes into account your investment timeframe, risk tolerance and experience, which will ensure that you are invested appropriately.

Tailored portfolios

Based on these answers, we tailor a suggested portfolio for you, which you can utilise or edit before moving on in the onboarding process. If you’d like to see this process, you can view our onboarding demonstration here

 

Get your personalised portfolio recommendation now

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
  • 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.

 

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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 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
-6.2% p.a

 

3 Year
-0.3% p.a

 

Inception
2.4% 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.

 

Invest now
Book a call

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 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
-6.2% p.a

 

3 Year
-0.6% p.a

 

Inception
2.0% 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.

 

Invest now
Book a call

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 $200,000
  • Benchmark is Australian Inflation (CPI) + 4.5%

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.

 

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 $200,000
  • Benchmark is Australian Inflation (CPI) + 2.5%

Performance

1 Year
-6.2% p.a

 

3 Year
-0.3% p.a

 

Inception
2.4% 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.

 

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 $200,000 (for lower investment balances, please contact us)
  • Benchmark is Australian Inflation (CPI) + 2.5%

Performance

1 Year
-6.2% p.a

 

3 Year
-0.6% p.a

 

Inception
2.0% 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.

 

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 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

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, excluding Australia

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
-7.0% p.a

 

3 Year
7.4% p.a

 

Inception
10.1% 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.

 

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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 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
-0.3% p.a

 

3 Year
2.9% p.a

 

Inception
5.6% 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.

 

Invest now
Book a call

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

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
-7.0% p.a

 

3 Year
7.4% p.a

 

Inception
10.1% 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.

 

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
-0.3% p.a

 

3 Year
2.9% p.a

 

Inception
5.6% 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.

 

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 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 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

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

  • Minimum investment: $50,000

  • Benchmark is the MSCI World 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 the Walk The World Fund onboarding process, and before you make a decision.

Performance

1 Month
7.1% p.a

 

3 Month
1.7% p.a

 

Inception
14.6% 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 July 31st 2022 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.

 

 

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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
  • 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 the Walk The World Fund onboarding process, and before you make a decision.

Performance

1 Month
4.9% p.a

 

3 Month
-5.7% p.a

 

Inception
8.6% 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 July 31st 2022 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.

 

 

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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
  • 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 the Walk The World Fund onboarding process, and before you make a decision.

Performance

1 Month
2.5% p.a

 

3 Month
0.3% p.a

 

Inception
-5.8% 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 0.11%) 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.

 

 

Invest now
Book a call
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 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: $50,000

  • Benchmark is the MSCI World 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

Performance

1 Month
7.1% p.a

 

3 Month
1.7% p.a

 

Inception
14.6% 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 July 31st 2022 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

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 Walk The World Fund onboarding process, and before you make a decision.

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
  • View the Target Market Determination for this portfolio

 

Performance

1 Month
4.9% p.a

 

3 Month
-5.7% p.a

 

Inception
8.6% 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 July 31st 2022 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.

 

 

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 Walk The World Fund onboarding process, and before you make a decision.

 

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
  • View the Target Market Determination for this portfolio

Performance

1 Month
2.5% p.a

 

3 Month
0.3% p.a

 

Inception
-5.8% 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 0.11%) 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

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 Walk The World Fund onboarding process, and before you make a decision.

Fund Customisation & Structure

 

tactically managed
  • In our 3 Tactical portfolios 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
Efficient

A custom portfolio in your name:

  • tax efficient
  • cost efficient
  • efficient administration
  • fully transparent

 

separately managed accounts
  • 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; unlike in traditional pooled funds

More Information:

The relationship between Walk The World and Nucleus Wealth

With rates being cut to ribbons recently, savings rates are set to stay low for years. As the RBA chair Phil Loew recently said, savers now have to take market related exposures to generate returns.

This raises the question, what product offers the right solution? It would offer complete transparency, a range of tailorable options, reasonable fees, and reliable performance with a strong focus on downside protection.

The good news is Walk The World has partnered with Nucleus Wealth to present an option you might want to explore; Walk The World Fund and Walk The World Super.

Walk The World aims to inform viewers that Nucleus Wealth might of interest to them and worth investigating for themselves. If one of these viewers happens to invest with a Nucleus Wealth fund, then Martin North and Walk The World will receive a commission.

Strongly Recommended by our clients
Portfolio Information

1. Tactical Funds 

In these funds, we make the decision when and what mix of Australian shares, International shares, cash or bonds to invest in.

There are three sub-funds, and typically we will blend all three of these funds for you so that you get a mix of assets appropriate for your income needs and your risk preference: 

  • Growth: In this fund there is a higher weighting of growth investments. Clients with a lower tolerance for risk can blend this model with other models to achieve a more appropriate risk outcome.
  • Accumulation:  This is a conservative portfolio for investors who do not have an income requirement. There is a low weighting of growth investments, and we buy stocks in this portfolio without regard to the dividend yield.
  • Income: This is a conservative portfolio for investors who have a preference for income rather than capital gains. There is a very low weighting of growth investments, and stocks in this portfolio are screened for yield.

2. Tactical Foundation 

This is a fund for investors with lower balances. It aims to provide investors with an introduction to the benefits of individual share ownership through a separately managed account, whilst still ensuring investors maintain a reasonable share parcel size.

 We again make the decision when and what mix to buy of Australian shares, International shares, cash or bonds.

Due to the lower balances though, direct international share ownership is not feasible and so this model achieves this through an individual Australian share portfolio, a selection of International exchange traded funds, and defensive holdings in bonds and cash.

3. Shares only portfolios

These are “carve outs” of the Australian or International parts of the above portfolios.

They are a core holding,  designed to have exposure to the large capitalisation part of the Australian or International market. Its intended for investors who wish to do their own asset allocation, and can use this fund to get exposure to higher quality and cheaper stocks in the Australian market.

The funds maintain minimal cash balances – i.e. the tactical funds above will reduce share weights when stock markets are expensive or risky, whereas this fund will remain fully invested. It is up to the investor to manage the asset allocation when buying this fund

Fee Information

Whilst engaging professionals to look after any part of your life is going to cost money, it should not mean the difference between a great and a less than ideal retirement. At Nucleus Wealth, we strive to keep costs low by cutting out the many middlemen that reside in most of the current investment options available today.

If you choose to invest in a personal super account with Nucleus Wealth there are three fees that are charged:

  • An investment management fee paid to Nucleus for making the investment decisions of 0.64%.
  • A platform fee paid to a 3rd party platform provider (Praemium) not related to Nucleus. This money provides you with custodial services, tax reporting, online access and trading. The fee varies depending upon the amount invested from 0.10-0.36% (fully explained in the Product Disclosure Statement)
  • There is an $12 per month superannuation fund accounting fee for personal superannuation accounts (this fee is not charged on non-super accounts)

  • Brokerage Costs. We have secured very low-cost brokerage. 

Costs are important.

Our mission is to provide a technology-based investment solution that delivers portfolio tailoring, transparency and world-class investment research to our clients whilst sharing the cost efficiencies that come with not needing a branch on every corner.

As an investor with the Nucleus Wealth, you only pay the costs associated with your account, not for the managed pool as found in other alternatives, and take advantage of the minimised worldwide brokerage and administration costs that come with using a platform that is not owned by a large institution.

When you apply, we provide a full breakdown of the costs for your investment.

Recommended rating from IIR

In early 2019, research house Independent Investment Research looked at our research processes and performance and rated our Tactical Growth fund “recommended”.

Click here for a copy of their report. 

Transparency

At Nucleus, we are dedicated to transparency. We want you to be able to see exactly where your money is invested and why.

We offer a range of transparency options:

  • A company profile on each company you own showing where it sits on our metrics and why it is in your portfolio
  • Detailed dashboards showing how your portfolio is positioned
  • 24×7 access to performance and fee data  
  • A weekly podcast/webinar where you can ask questions 
  • We write up a detailed performance report each month, with a focus on current positioning and what we expect from markets
  • We also write blog posts frequently about markets 
  • You are welcome to call us or book a meeting if you have any questions not answered by the above.

 

 

Not ready to invest yet?

Speak to someone

  • Give us a call on 1300 623 863
  • Book a call with a financial planner

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