InvestmentMarkets Investor Webinar November 2023
Direct indexing has taken off in the US, but what is it, and how can Australian investors benefit from using it in their portfolios?
Nucleus Wealth was born from the idea that everyday people should have the transparency, customization and access to quality investment management that is typically reserved for high net worth investors. Damien started Nucleus Wealth after over 20 years in financial markets.
STATUTORY STATEMENT- Managed Discretionary Account
The issuer of Direct Indexing, Nucleus Wealth Management is Nucleus Advice Pty Ltd ABN 54 614 386 266, AFSL 515796. The Product Disclosure Statement (PDS) and Target Market Determination (TMD) for this product(s) are available at https://nucleuswealth.com/. Prospective investors should consider the PDS before deciding to acquire the product.
STATUTORY STATEMENT - Separately Managed Account
The issuer of Direct Indexing, Nucleus Wealth Management is Praemium Australia Limited ABN 92 117 611 784, ASFL No. 297956. The Product Disclosure Statement (PDS) and Target Market Determination (TMD) for this product(s) are available at Praemium SMA PDS. Prospective investors should consider the PDS before deciding to acquire the product.
Disclaimer
- • The presentations made during this seminar are for informational and promotional purposes only.
- • Any comments made or information provided does not consider the appropriateness for you having regard to your particular objectives, personal/financial situation and needs. Before investing you should consider independent professional financial advice.
- • No comments made or information provided constitutes advice, an invitation, or an offer to buy any security or other financial product or engage in any investment activity.
- • All securities and financial products involve risks.
- • Past performance of any product is not a reliable indication of future performance.
- • Read carefully the governing documents of a product’s offering such as its PDS or information memorandum.
- • InvestmentMarkets does not vet, endorse or recommend any product the subject of the presentations and is only facilitating the exposure of the product.
- • These presentations were made as at 14-16 Nov, 2023 and therefore relevant facts, the economic environment , governing documentation and the law upon which they were based may change after that date such that the accuracy and reliability of their content may be affected.
