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  5. Nucleus Wealth Core Australia - Managed fund profile

Nucleus Wealth Core Australia - Managed Fund (Closed)

Fund 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 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.
Fund Strategy
Investors who are looking to get exposure to large capitalisation listed Australian companies. The strategy uses a top-down global macro strategy that seeks to identify and exploit inefficiencies between global markets, countries and sectors for Australian investors.

Fund Performance Comparison

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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 2.58% -4.89% -8.11% 8.81% 4.48% 6.39% -% -%
Growth return -8.39% -9.24% -5.54% -% -0.5% 6.66% -% -%
Income return 10.97% 4.35% -2.57% -% 4.98% -0.27% -% -%
Market index (S&P/ASX 200 TR AUD)
Total return 3.1% 7.03% 11.65% 14.74% 14.82% 13.04% 12.32% 9.87%
As at 28 Feb 2022. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Nucleus Wealth Core Australia
International Equities
93.70%
Cash
6.30%
Australian Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
4.83%
Cash
-0.80%
Australian Equities
93.73%
Property & Infrastructure
1.41%
Fixed Interest
0.26%
Alternatives
0.58%

General Information

Fund Details
Type Description
Nucleus Wealth Core Australia
Closed
Equity Australia Large Blend
starstar (as at 28 Feb 2022)
Superannuation Fund
31 Jul 2017
n/a
$130.97458 (as at 28 Feb 2022)
$130.97458 (as at 28 Feb 2022)
Suppressed
Offer information
Type Description
Minimum initial investment $200,000

FAQs about the Nucleus Wealth Core Australia

The objective of the Nucleus Wealth Core Australia managed fund is 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 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.

The strategy of the Nucleus Wealth Core Australia managed fund is Investors who are looking to get exposure to large capitalisation listed Australian companies. The strategy uses a top-down global macro strategy that seeks to identify and exploit inefficiencies between global markets, countries and sectors for Australian investors.

The APIR code of the Nucleus Wealth Core Australia managed fund is .

Nucleus Wealth Core Australia’s total return last month was 2.58%. This was made up of a growth return of -8.39% and an income return of 10.97%. These returns were calculated as at 28 Feb 2022.

Nucleus Wealth Core Australia’s total return for the last three months was -4.89%. This was made up of a growth return of -9.24% and an income return of 4.35%%. These returns were calculated as at 28 Feb 2022.

Nucleus Wealth Core Australia’s one-year total return is 8.81%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 28 Feb 2022.

Nucleus Wealth Core Australia’s one-year total return is 6.39%. This was made up of a growth return of 6.66% and an income return of -0.27%. These returns were calculated as at 28 Feb 2022.

The asset allocation of the Nucleus Wealth Core Australia managed fund is :

International Equities
93.70%
Cash
6.30%
Australian Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Nucleus Wealth Core Australia managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at , the size of the Nucleus Wealth Core Australia managed fund was $ million.

The Nucleus Wealth Core Australia managed fund has an inception date of 31 Jul 2017.

The current entry price of the Nucleus Wealth Core Australia managed fund is $130.97458 per unit and the current exit price is $130.97458 per unit (as at 28 Feb 2022).

The current exit price of the Nucleus Wealth Core Australia managed fund is $130.97458 per unit and the current entry price is $130.97458 per unit (as at 28 Feb 2022).

The minimum initial investment amount for the Nucleus Wealth Core Australia managed fund is $200,000.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.