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*.
The portfolio aims to outperform the RBA cash rate plus 2.5%, over five years, after fees.
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)
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 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.
Our investment platform is a contemporary administration solution built to help you create portfolios that lead your business into the future.
The Fund aims to provide regular income with medium risk exposure and targets a return of the RBA Cash Rate plus a margin of 4.0% p.a.
Passively managed investment solutions for those who are happy to receive indexed returns whilst paying lower fees.
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)
Take control of assets within super. Build a diversified portfolio enabled by smart technology to manage super, transition to retirement or pension portfolios.
The Trilogy Enhanced Income Fund invests in a portfolio of cash, fixed interest & other financial assets, enhanced via investment in the Trilogy Monthly Income Trust. The Fund’s target return benchmark is the Official Cash Rate plus 1.5% p.a.
A flexible multi-asset allocation fund that employs Contrarius’ valuation-based, contrarian investment philosophy.
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.
