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  5. Nucleus Wealth Tactical Foundation - Managed fund profile

Nucleus Wealth Tactical Foundation - Managed Fund (Closed)

Fund Objective
This is a balanced asset allocation strategy aiming to generate returns 3.5% above Australia inflation over rolling 5-year periods. It is designed for investors with smaller balances as it uses ETFs for international exposures rather than direct shares, and primarily invests in the MSCI Australia Index.
Fund Strategy
This model uses the same tactical allocation principles that guide the larger Nucleus Wealth models however uses ASX listed ETFs for International exposure. This strategy uses a top-down global macro strategy that seeks to identify and exploit inefficiencies between markets, regions, countries and sectors for an Australian investor. It uses a mix of tactical asset allocation, mid- and large-cap stock selection in a transparent low-cost structure.

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 -1.02% -3.52% -3.65% 9.28% 3.16% 5.48% -% -%
Growth return -3.14% -0.29% -0.12% -% 3.14% 6.64% -% -%
Income return 2.12% -3.23% -3.53% -% 0.02% -1.16% -% -%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 1.9% 5.39% 7.14% 12.12% 12.75% 11.38% 8.95% 8.08%
As at 28 Feb 2022. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Nucleus Wealth Tactical Foundation
Australian Equities
94.47%
Cash
5.53%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
27.27%
Cash
6.12%
International Equities
35.26%
Property & Infrastructure
6.35%
Fixed Interest
20.99%
Alternatives
4.01%

General Information

Fund Details
Type Description
Nucleus Wealth Tactical Foundation
Closed
Multisector Growth
starstarstar (as at 28 Feb 2022)
Superannuation Fund
31 Jul 2017
n/a
$131.92971 (as at 28 Feb 2022)
$131.92971 (as at 28 Feb 2022)
Suppressed
Offer information
Type Description
Minimum initial investment $200,000

FAQs about the Nucleus Wealth Tactical Foundation

The objective of the Nucleus Wealth Tactical Foundation managed fund is This is a balanced asset allocation strategy aiming to generate returns 3.5% above Australia inflation over rolling 5-year periods. It is designed for investors with smaller balances as it uses ETFs for international exposures rather than direct shares, and primarily invests in the MSCI Australia Index.

The strategy of the Nucleus Wealth Tactical Foundation managed fund is This model uses the same tactical allocation principles that guide the larger Nucleus Wealth models however uses ASX listed ETFs for International exposure. This strategy uses a top-down global macro strategy that seeks to identify and exploit inefficiencies between markets, regions, countries and sectors for an Australian investor. It uses a mix of tactical asset allocation, mid- and large-cap stock selection in a transparent low-cost structure.

The APIR code of the Nucleus Wealth Tactical Foundation managed fund is .

Nucleus Wealth Tactical Foundation’s total return last month was -1.02%. This was made up of a growth return of -3.14% and an income return of 2.12%. These returns were calculated as at 28 Feb 2022.

Nucleus Wealth Tactical Foundation’s total return for the last three months was -3.52%. This was made up of a growth return of -0.29% and an income return of -3.23%%. These returns were calculated as at 28 Feb 2022.

Nucleus Wealth Tactical Foundation’s one-year total return is 9.28%. 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 Tactical Foundation’s one-year total return is 5.48%. This was made up of a growth return of 6.64% and an income return of -1.16%. These returns were calculated as at 28 Feb 2022.

The asset allocation of the Nucleus Wealth Tactical Foundation managed fund is :

Australian Equities
94.47%
Cash
5.53%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Nucleus Wealth Tactical Foundation managed fund belongs to the Multisector Growth sector/asset class.

As at , the size of the Nucleus Wealth Tactical Foundation managed fund was $ million.

The Nucleus Wealth Tactical Foundation managed fund has an inception date of 31 Jul 2017.

The current entry price of the Nucleus Wealth Tactical Foundation managed fund is $131.92971 per unit and the current exit price is $131.92971 per unit (as at 28 Feb 2022).

The current exit price of the Nucleus Wealth Tactical Foundation managed fund is $131.92971 per unit and the current entry price is $131.92971 per unit (as at 28 Feb 2022).

The minimum initial investment amount for the Nucleus Wealth Tactical Foundation 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.