The Portfolio aims to outperform the S&P/ASX 300 index excluding the 20 largest companies.
Aims to achieve capital growth over the medium to long-term and to provide income through the receipt of franked dividends.
The Fund is a long-only equity income fund managed specifically for zero tax investors who can utilise franking credits.
The Mutual Cash Fund is a portfolio of the best Australian major bank term deposits with small cash holdings.
NAC aims to provide investors with a long-term concentrated exposure to Australian public emerging companies (excluding resource companies).
The investment objective of the Fund is to deliver income and capital growth over the long-term by investing in Australian listed equities, exchange traded derivatives and cash assets.
Invest in a currency hedged portfolio of investment grade US corporate bonds.
When you invest in APG's Pooled Mortgage Fund you are investing in a portfolio of short-term business loans that are secured by Australian real-estate with a first or second mortgage and managed by a team of experienced mortgage managers.
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).
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 Plato Global Shares Income Fund is a long-only equity income fund that aims to maximise retirement income for pension phase investors and SMSFs.
A high conviction, all cap Australian equity portfolio designed for alpha generation
The Fund’s objective is to deliver global equity-like returns over rolling 5 year periods, while providing downside protection for severe market falls, to deliver beneficial results over the full cycle.
The Chester High Conviction Fund is designed for investors who aim to grow their wealth while preserving their capital. The fund’s investible universe is the S&P/ASX 300 Accumulation Index.
The Fund seeks to deliver significant outperformance by using Australian Eagle’s Long-Only investment philosophy in conjunction with a short-selling discipline.
