Automate and customise your index investing

Tailor your superannuation and investment portfolios with Nucleus Direct Indexing’s innovative, award winning, direct investing solution.

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How to create a portfolio

Direct indexing is like an index or exchange traded fund (ETF), except we have split it into its constituent stocks for you. This means you can customise it.

1. Choose your market and how many stocks

Global, Australian, bond and cash options

2. Choose what to screen out

We have over 70 options, from ethical options like climate change or tobacco to thematic options like by geography or to avoid Australian housing

3. Choose tilts to add to your portfolio

We have over 75 options, from additional cyber security, nuclear power, green energy, gold and more

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Annual Fees

Nucleus can invest across a number of different platforms. Below we show the fees on our cheapest options. Trading fees start from just 0.099% of the value traded.

Non-Superannuation or SMSF

Personal Superannuation

First $500,000

0.33%0.55%

Low trading costs
No ongoing fees on foreign currency
No ongoing fees on a range of ETFs

Get Started

$500,000 to $2m

0.165%0.20%

Low trading costs
No ongoing fees on foreign currency
No ongoing fees on a range of ETFs

Get Started

More than $2m

0.11%0.145%

Low trading costs
No ongoing fees on foreign currency
No ongoing fees on a range of ETFs

Get Started

Multi-award winning portfolios

Nucleus Direct Indexing is leading the way in personalized investment solutions, offering direct ownership of global and Australian shares for tailored portfolios.

Client Testimonials

Have been with Nucleus Wealth for a couple of years and have watched my super grow so much more than it ever did with my last big super company.

Heather

55-65 years old

My dealings with Nucleus Wealth have generally been via Aileen as the Ops Coordinator, I've found her to be super efficient with an excellent telephone manner. If she isn't able to answer my query she gets me a response from the appropriate person either via an email or phone call in good time. I've never had to chase up any question.

Highly recommended.

Denis

65+ years old

Nucleus offers a great product with outstanding dashboard tools that allow me to drill all the way down into my investment and view each holding. Plus great customer support. Strongly recommended.

Richard

25-35 years old

The offering from risk profile assessment and asset management is incredibly easy to use. The customer support is responsive & informative and caters to a wide group of investor experience. The service has exceeded my expectations.

David

36-45 years old

Latest Articles from Our Blog

ETFs vs. Direct Indexing: What You Need to Know

Ask a Financial Adviser

Damien Klassen

Many investors know about exchange-traded funds or ETFs. Direct or custom indexing is much less well known in Australia, but is converting many former ETF investors overseas. But ...

Damien Klassen

Direct Indexing Conference

Events

Damien Klassen

Nucleus Wealth is excited to invite you to the IMAP Direct Indexing Conference. This will be an invaluable session for anyone using ETFs who wants more customisation and control ...

Damien Klassen

Direct indexing - the next generation of ETFs?

Direct Indexing

Shelley George

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Shelley George

Nucleus Wealth launches Australian Direct Indexing Option

ethical

Shelley George

Recently described by CNBC as “the hot new investing strategy”, Vanguard, Blackrock and Morgan Stanley have all recently acquired direct indexing companies to bolster their ...

Shelley George

Automate and customise your index investing

How to create a portfolio

1. Choose your market and how many stocks

2. Choose what to screen out

3. Choose tilts to add to your portfolio

Featured in:

Annual Fees

0.33%0.55%

0.165%0.20%

0.11%0.145%

Multi-award winning portfolios

Client Testimonials

Heather

Denis

Richard

David

9

73

77

Latest Articles from Our Blog

Transform Your Investments Today