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  5. Nucleus Wealth Tactical Growth - Managed fund profile

Nucleus Wealth Tactical Growth - Managed Fund (Closed)

Fund Objective
This is a tactical asset allocation strategy aiming to generate returns 4.5% above Australia inflation over rolling 5-year periods. It has a mix of bonds and stocks designed for investors who have a higher tolerance for risk and want to take tactical tilts to different asset classes based on valuation.
Fund Strategy
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 lowcost structure. This gives investors a core investment that can be efficiently mixed with other assets or strategies to deliver optimum returns for the risk taken.

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 -1.59% -2.29% -3.74% 11.97% 4.51% 7.05% -% -%
Growth return -2.71% 0.15% 0.73% -% 4.7% 8.77% -% -%
Income return 1.12% -2.44% -4.47% -% -0.19% -1.72% -% -%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return 0% 2.01% 8.7% 25.16% 14.86% 7.15% 8.74% 9.16%
As at 28 Feb 2022. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Nucleus Wealth Tactical Growth
Australian Equities
12.27%
International Equities
16.32%
Cash
36%
Fixed Interest
35.41%
Property
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
34.29%
International Equities
47.97%
Cash
3.51%
Fixed Interest
5.76%
Property
4.92%
Alternatives
3.55%

General Information

Fund Details
Type Description
Nucleus Wealth Tactical Growth
Closed
Multisector Aggressive
starstarstar (as at 28 Feb 2022)
Superannuation Fund
31 Jul 2017
n/a
$142.74994 (as at 28 Feb 2022)
$142.74994 (as at 28 Feb 2022)
Suppressed
Offer information
Type Description
Minimum initial investment $200,000

FAQs about the Nucleus Wealth Tactical Growth

The objective of the Nucleus Wealth Tactical Growth managed fund is This is a tactical asset allocation strategy aiming to generate returns 4.5% above Australia inflation over rolling 5-year periods. It has a mix of bonds and stocks designed for investors who have a higher tolerance for risk and want to take tactical tilts to different asset classes based on valuation.

The strategy of the Nucleus Wealth Tactical Growth managed fund is 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 lowcost structure. This gives investors a core investment that can be efficiently mixed with other assets or strategies to deliver optimum returns for the risk taken.

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

Nucleus Wealth Tactical Growth’s total return last month was -1.59%. This was made up of a growth return of -2.71% and an income return of 1.12%. These returns were calculated as at 28 Feb 2022.

Nucleus Wealth Tactical Growth’s total return for the last three months was -2.29%. This was made up of a growth return of 0.15% and an income return of -2.44%%. These returns were calculated as at 28 Feb 2022.

Nucleus Wealth Tactical Growth’s one-year total return is 11.97%. 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 Growth’s one-year total return is 7.05%. This was made up of a growth return of 8.77% and an income return of -1.72%. These returns were calculated as at 28 Feb 2022.

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

Australian Equities
12.27%
International Equities
16.32%
Cash
36%
Fixed Interest
35.41%
Property
0%
Alternatives
0%

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

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

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

The current entry price of the Nucleus Wealth Tactical Growth managed fund is $142.74994 per unit and the current exit price is $142.74994 per unit (as at 28 Feb 2022).

The current exit price of the Nucleus Wealth Tactical Growth managed fund is $142.74994 per unit and the current entry price is $142.74994 per unit (as at 28 Feb 2022).

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