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 economic themes.
The WCM Quality Global Growth Equity Strategy Composite (the Strategy) provides investors with access to an actively managed portfolio of quality global companies found primarily in the high growth consumer, technology and healthcare sectors.
The Global X China Tech ETF (DRGN) offers access to 20 leading Chinese technology companies listed in Hong Kong and Mainland.
Passively managed investment solutions for those who are happy to receive indexed returns whilst paying lower fees.
The Fund aims to provide a pre-tax income yield above the S&P/ASX 200 Index yield and to grow this income above the rate of inflation.
High conviction portfolio of well researched investments aim to deliver absolute returns balanced with capital preservation. The experienced team use traditional fundamental based quantitative and qualitative analysis.
The Global X S&P Biotech ETF (CURE) seeks to invest in companies that potentially stand to benefit from further advances in the field of genomic science.
CLNE gives investors a diversified portfolio of 30 of the largest and most liquid companies involved in clean energy production and associated technology and clean energy equipment globally. CLNE aims to provide investment returns before fees and other costs which track the performance of the Index.
The Fund typically invests in a select number of attractively valued companies exposed to emerging markets or listed on emerging market stock exchanges (usually a minimum 30 long holdings).
The Fund is highly focussed on investing in long-term winners in attractive transforming markets when they are undervalued and offer outsized return potential.
The Fund seeks to achieve a long-term return in excess of the Benchmark by actively investing primarily in a portfolio of emerging market companies.
L1 Capital International (Unhedged) Active ETF has a ‘dual registry’ structure that allows investors to buy and sell shares in the Fund both off-market via the registry and on-market via the ASX.
GOAT gives investors exposure to a diversified portfolio of attractively priced international 'wide moat' companies with sustainable competitive advantages for 20 years or more. GOAT aims to provide investment returns before fees and other costs which track the performance of the Index.
HJPN aims to track the performance of an index (before fees and expenses) that provides diversified exposure to the largest globally competitive Japanese companies, hedged into Australian dollars.
The SPDR® S&P 500® ETF seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the S&P 500® Index.
