Our investment platform is a contemporary administration solution built to help you create portfolios that lead your business into the future.
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*.
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 portfolio aims to outperform the RBA cash rate plus 4%, over five years, after fees.
The KeyInvest Funeral Bond is a tax-effective way to ensure funds are available for your loved ones to carry out your funeral wishes.
The fund’s strategy is to adopt an active approach to managing a portfolio of money market and fixed income securities along with stocks listed on the ASX. (For Wholesale Investors Only)
The portfolio aims to outperform the RBA cash rate plus 2.5%, over five years, after fees.
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.
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 objective is to outperform the S&P/ASX Small Ordinaries Accumulation Index over rolling 5-year periods. (For Wholesale Investors Only)
Futurity Education Bonds are designed for you to tax-effectively save and invest to fund your educational aspirations for you and your family. The flexible structure gives you full control and access to your funds at any time.
To achieve a total return equal to movements in the CPI plus 3% per annum over a rolling 5 to 7-year time frame through exposure to a diversified portfolio of Sharia Compliant investments.
WCM International Small Cap Growth Fund invests in global listed, quality, high growth small capitalisation companies in emerging and developed (ex-US) markets.
A Fund that provides individuals with the opportunity to invest in long-term themes and strategies with the Victor Smorgon Group (For Wholesale Investors Only)
