Nucleus Wealth Core Shares Portfolios
These portfolios hold only Australian or International shares respectively, and do not feature Tactical Asset Allocation, meaning they are always fully invested and are not ‘de-risked’ at any time.
These portfolios hold only Australian or International shares respectively, and do not feature Tactical Asset Allocation, meaning they are always fully invested and are not ‘de-risked’ at any time. This can mean higher levels of volatility compared with Tactical portfolios.
The two portfolios are:
- Core International, and
- Core Australia
All portfolios are Actively Managed, meaning the portfolio is regularly monitored to seek out opportunities in world and Australian markets and by using Separately Managed Accounts, every investor has their own individual portfolio, managed by Nucleus Wealth.
Investment Objective
To generate returns above the MSCI World Index with lower volatility than the index by buying a mixture of high-quality and cheap stocks. Our Investment philosophy is that high-quality assets at reasonable prices provide the best investment outcomes for investors. We believe these assets provide higher returns over time, but the path is also much smoother as they don't fall as much during bear markets.
A portfolio of leading global companies' shares (60-80 holdings)
- Ideal for those who wish to manage their own asset allocation whilst having Nucleus Wealth manage the International share component of the portfolio for them
- Full ethical overlay, allowing you to exclude themes you don't support from your portfolio
- Minimum investment: $10,000 (platform dependent)
- Benchmark is the MSCI World Index
- Target allocations are shown in the following pie chart
Figures shown are long-term targets.
Investment Objective
The Nucleus Core Australia Model invests in large capitalisation Australian equities and aims to track the MSCI Australia Index. Our Investment philosophy is that avoiding low-quality or expensive stocks provides the best investment outcomes for investors. We believe these assets provide higher returns over time, but the path is also much smoother as they don't fall as much during bear markets.
A portfolio of leading Australian companies' shares (20-30 holdings)
- Ideal for those who wish to manage their own asset portfolio whilst having Nucleus manage the Australian share component of the portfolio for them
- Full ethical overlay, allowing you to exclude themes you don't support from your portfolio
- Minimum investment: $10,000 (platform dependent)
- Benchmark is the MSCI Australia index
- Target allocations are shown in the following pie chart
Figures shown are long-term targets.
Click here to view our latest Performance Results.
Nucleus Wealth is an Australian investment manager that started in 2016. Nucleus Wealth offers significant points of difference in the way the fund invests for potential investors/clients, with the aim of providing a transparent and easy-to-understand investment solution.
Every client of Nucleus Wealth has their own bespoke portfolio of shares, bonds and cash held on a third-party platform (typically Praemium or Interactive Brokers)
Because the client has their own individual portfolio, they can individually tailor the account using over 100 different ethical and portfolio tailoring options. And Nucleus Wealth can offer free investment advice on an appropriate portfolio for the client’s needs.
Nucleus Wealth predominantly operates online. Regularly updated blogs, reports, podcasts and articles are available on the company’s website, as well as calling and email services. The Nucleus Wealth client portal not only details every share and bond in the client’s portfolio, but more importantly why they are in the portfolio. While clients are welcome for an in-person visit at the Nucleus Wealth office, the company’s hope is that the unparalleled transparency and online investment support is enough to give clients all of the information needed to make investment choices.
Damien has a wealth of experience across international equities (Schroders), asset allocation (Wilson HTM) and he helped create one of Australia’s largest independent research firm, Aegis Equities. He lectured for over a decade at the Securities Institute, Finsia and Kaplan and spent many of those years as the external Chair for the subject of Industrial Equity Analysis.
Damien runs the investment side of Nucleus Wealth, selecting stocks suggested by analysts and implementing the asset allocation.
Damien started Nucleus Wealth after 20+ years in financial markets. He wanted to come up with an investment solution for ordinary investors that delivers the same types of personalised investment portfolios high net worth investors use.
David runs a prominent investment blog, co-authored of The Great Crash of 2008 with Ross Garnaut, was the editor of the second Garnaut Climate Change Review and was former editor-in-chief of The Diplomat magazine.
For years, Damien and David discussed the potential to create an investment firm to invest in the themes that both had pursued independently, and by 2016 platform fees had reduced low enough that the strategy could be invested in without the investment platforms making more than the investors!
David is the Asset Allocation strategist, his main role being to drive debate and decisions on whether to own cash, bonds, Australian stocks or International stocks.
Shelley runs the non-investment side of Nucleus Wealth, including sales, marketing, administration, compliance and technology.
Shelley is a CFA® charterholder and holds a Bachelor of Commerce (Finance and Econometrics). She has over 15 years experience working in financial services. She built the multi-asset class dealing capability at AustralianSuper, has dealt across global equity, derivative, currency, and bond markets, and performed small capitalisation Australian equity analysis.
Leith is the chief economist and so a natural fit for our Asset Allocation team – converse in the themes of the portfolio and with an in-depth knowledge of the Australian economy and its drivers. He specialises in the Australian economy and for over a decade worked at the Australian Treasury, the Victorian Treasury and Goldman Sachs.
Radek came to Nucleus Wealth via Mainstreet, and Radek has over 20 years experience in a wide range of analyst/quant roles across a number of stockbroking/research houses that include BZW, Abn Amro, BBY, and Aegis and CBA Equities research. Radek spends most of his time trawling through stocks looking for value traps and problems.
Click here for the latest Core International updates.
Click here for the latest Core Australia updates.
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