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Morningstar Fund Report

Nucleus Wealth Tactical Growth

Retail

Fund Report | Report generated 30 Nov 2020 |

Performance

31 Oct 2020

Growth of $10,000

Fund
Fund: Nucleus Wealth Tactical Growth
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Aggressive

Financial Year Total Returns

-- -- -- --
Fund -- -- -- --
+/- Cat -- -- -- --
+/- Index -- -- -- --

Trailing Total Returns

as at 31 Oct 2020
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.14 -- -0.26 --
3 Month -0.53 -- -2.07 --
1 Year 2.69 -- 4.85 --
3 Year 6.52 -- 0.06 --
5 Year -- -- -- --

Risk Analysis

as at 31 Oct 2020
3-Year Risk Measures Fund Category Index
Standard Deviation 5.9 -- 11.92
Sharpe Ratio 0.89 -- 0.48
R-Squared 41.82 -- --
Beta 0.32 -- --
Alpha 3.41 -- --

Fund Details

Fund Inception 31 Jul 2017
Responsible Entity Praemium Australia Limited
Fund Manager NUCLEUS WEALTH MANAGEMENT PTY LTD
Base Currency $A
Net Assets $Mil
(as at --)
--
Minimum Investment $ 200,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 31 Oct 2020

APIR Code --
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
Entry Price $ 129.2033
Exit Price $ 129.2033
Exit Price
1 Week Change $
--

Morningstar Ratings

Overall 0
3 Year  
5 Year  
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee --
Exit Fee/Withdrawal Fee --
Buy/Sell Spread 0.0000

Annual

ICR pa (--) --
Max Management Fee pa 0.64%
Max Admin Fee pa --
Performance Fee pa
(--)
--
Max Brokerage --