The portfolio aims to outperform the RBA cash rate plus 4%, over five years, after fees.
The portfolio aims to outperform the RBA cash rate plus 4%, over five years, after fees.
The Fund provides wholesale investors with exposure to Alvia's highest conviction ideas across all asset classes, sectors, and geographies, encompassing listed securities and private companies typically reserved for institutional or ultra-HNW investors.
A specialist hybrid credit fund targeting superior risk-adjusted returns. (For Wholesale Investors Only)
For those wishing to balance risk whilst seeking capital growth from a diversified portfolio of shares, fixed income, cash and commodity investments from Australia & overseas. The Fund seeks to earn long term returns, higher than the custom benchmark*.
Passively managed investment solutions for those who are happy to receive indexed returns whilst paying lower fees.
Invest alongside Market Matters and benefit from our high-performing, active approach.
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.
AIF aims to deliver above average results but in a very different way to a traditional investment fund. We seek to invest with 20-35 underlying managers across all asset classes, in a way in which we believe balances maximum returns with low volatility.
The Fund objective is to outperform the S&P/ASX Small Ordinaries Accumulation Index over rolling 5-year periods. (For Wholesale Investors Only)
This Fund aims to provide you with long-term returns that exceed the Reserve Bank of Australia cash rate, with less volatility than full exposure to the Australian sharemarket.
A flexible multi-asset allocation fund that employs Contrarius’ valuation-based, contrarian investment philosophy.
Take control of assets within super. Build a diversified portfolio enabled by smart technology to manage super, transition to retirement or pension portfolios.
The Fund offers exposure to real world assets in digital token form, through the creation of digital (investible) twins for the real world assets. (For Wholesale Investors Only)
The DDH Balanced Growth Fund is a dynamic asset allocation portfolio which investing in underlying investment funds which invests in a range of listed and unlisted securities across various sectors.
The Fund is an absolute return fund which is focused on emerging resources companies, and targets double digit returns over a 3-5 year investment cycle. (For Wholesale Investors Only)