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About

Morningstar Fund Report

Nucleus Wealth Tactical Growth

Retail

Fund Report | Report generated 08 May 2021 |

Performance

31 Mar 2021

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

Jun-18 Jun-19 Jun-20 Mar-21
Fund -- 7.82 6.64 2.25
+/- Cat -- 0.76 6.80 -13.65
+/- Index -- -3.38 7.49 -13.13

Trailing Total Returns

as at 31 Mar 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 3.78 0.95 0.27 9 / 163
3 Month 3.98 -0.69 -0.46 136 / 163
1 Year 2.28 -26.70 -24.33 161 / 161
3 Year 6.77 -2.17 -3.77 112 / 135
5 Year -- -- -- --

Risk Analysis

as at 31 Mar 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 6.15 11.45 12.6
Sharpe Ratio 0.94 0.66 0.78
R-Squared 31.68 94.2 --
Beta 0.27 0.88 --
Alpha 3.04 -1.24 --

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

% as at 30 Apr 2020

Domestic Equity 12.270
International Equity 16.320
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 35.410
International Fixed Interest 0.000
Cash 36.000
Other 0.000

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 30 Apr 2021

APIR Code --
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
Entry Price $ 133.7198
Exit Price $ 133.7198
Exit Price
1 Week Change $
--

Morningstar Ratings

Overall 3
3 Year 3
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 --