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A managed portfolio you can actually change.

We run the diversified base. You add the tilts and screens.

Portfolios

Try it — change the options and see the stocks change below

Start from a diversified base. Adjust the weights, or add more portfolios from any category.

Direct Indexing Portfolios
Global Leaders 75$40,000
Australian Leaders 75$30,000
Government Bond Ladder$20,000

And here is what that actually buys you

Allocation

Australian Shares
29%
Global Shares
44%
Bonds
20%
Cash
<1%
Alternative Assets
5%
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Holdings

163 securities
  • Global X Physical Precious GOLD5.0%
  • NVIDIA CorpNVDA4.5%
  • AppleAAPL4.1%
  • BHPBHP3.9%
  • Commonwealth BankCBA3.2%
  • Microsoft CorpMSFT3.1%
  • AlphabetGOOG2.9%

156 more holdings — visible once you create a login.

Screens removed: Exxon Mobil Corp, Chevron Corp +2 more

  • Transparent. Every holding, screen and fee is visible before you invest.
  • Tailored. Keep the managed base, then tilt and screen it to your values.
  • Trusted. Australian-owned, run by people who invest the same way.
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General information only. This preview is prepared and issued by Nucleus Wealth Management Pty Ltd ABN 54 614 386 266 as a corporate authorised representative (CAR No. 1252975) of Nucleus Advice Pty Ltd ABN 61 631 902 915 AFSL 515796. It does not take into account your objectives, financial situation or needs. Past performance is not a reliable indicator of future performance.