In 2021, MB/Nucleus Wealth Tactical Growth Fund delivered second place amongst comparable Australian superannuation funds in the Chant West universe of the largest 55 super funds in Australia:
MB/Nucleus Wealth Tactical Growth Fund performance has been consistently superior over the life of the fund (as we know, past performance is not necessarily an indicator of future performance):
Performance is essential, but peace of mind is also important. While consistently outperforming benchmarks, MB/Nucleus Wealth Tactical Growth Fund has also delivered exceptionally low volatility, operating at half of the average volatility in the Morningstar “Multi-asset aggressive” funds universe:
MB/Nucleus Wealth Tactical Growth Fund uses an 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.
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 with a focus on quality and value stocks. This gives investors a core investment in a transparent lowcost structure that can be efficiently mixed with other assets or strategies to deliver optimum returns for the risk taken.
All positions are currently implemented through physical investments. Rebalancing is considered at least monthly by the asset allocation committee. The committee often takes a longer term view on assets and will choose to gradually build positions with dividends/excess capital rather than actively trading wherever possible.
Also critial is transparency. No longer do you need to “have faith” in a black box unit trust that takes weeks to get any feedback on. You can see every holding in your portfolio in a real time dashboard:
Finally, we also believe that you should have the power to personally customise ethical investment decisions. At the click of a button, our exclusive individual seperately managed account software enables you to pick and choose which ethical themes you wish to screen your portfolio with:
To celebrate, MB Fund and our joint venture partner Nucleus Wealth are making a special offer to new clients.
Shift your super to us before the end of March and we will waive the onboarding transaction costs. You will pay no brokerage or administrative fees for the transfer.
Our online sign-up system takes about 10 minutes or you can book a call with our expert financial advisors.
