Nucleus Wealth Tactical Portfolios
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 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 macroeconomic themes and to help protect the portfolio during volatile market conditions.
The three portfolios are:
- Tactical Growth
- Tactical Accumulation, and
- Tactical Income
All portfolios are Actively Managed, meaning the portfolio is regularly monitored to seek out opportunities in world markets and by using Managed Accounts, every investor has their own individual portfolio, managed by Nucleus Wealth. This means that all dividends, distributions and franking credits are captured within your portfolio.
These portfolios are designed to be blended to achieve the appropriate growth/defensive combination for each investor's needs.
Growth portfolio for investors who are comfortable with higher levels of volatility and have a longer investment timeframe:
- Blend of assets that are tactically managed within the minimum and maximum weighting range of the portfolio ie. max 98% share exposure. Target allocations are shown in the following pie chart
- Benchmark is Australian Inflation (CPI) + 4.5%
- Suggested time frame 5 years
Figures shown are long-term targets.
Conservative portfolio for investors who don't want high levels of volatility and have a medium-long investment timeframe:
- Blend of assets that are tactically managed within the minimum and maximum weighting range of the portfolio ie. max 50% share exposure. Target allocations are shown in the following pie chart
- Full ethical overlay, allowing you to exclude themes you don't support from your portfolio
- Benchmark is Australian Inflation (CPI) + 2.5%
- Suggested time frame 4 years
Figures shown are long-term targets.
Conservative portfolio for investors who don't want high levels of volatility, have a medium-long investment timeframe and a focus on income:
- Blend of assets that are tactically managed within the minimum and maximum weighting range of the portfolio ie. max 30% share exposure. Target allocations are shown in the following pie chart
- Full ethical overlay, allowing you to exclude themes you don't support from your portfolio
- Minimum Investment is $10,000
- Benchmark is Australian Inflation (CPI) + 2.5%
- Suggested time frame 3 years
Figures shown are long-term targets.
Click here to view our latest Performance Results.
Nucleus Wealth is an Australian investment fund 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 called Praemium in a Separately Managed Account (you will sometimes see this called an SMA). More information on Praemium and Separately Managed Accounts is below.
Because the client has their own individual portfolio, they can individually tailor the account using over 30 different ethical and portfolio tailoring options- from this, 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 onboarding 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), and asset allocation (Wilson HTM) and he helped create one of Australia’s largest independent research firms, 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 the 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 been 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 Tactical Growth updates.
Click here for the latest Tactical Accumulation updates.
Click here for the latest Tactical Income updates.
Click here to view Nucleus Wealth's FAQs.
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