With the royal commission awaiting the final report, we have been treated to a range of superannuation specific stuff-ups from major institutions. Most were through the master-trust structure that pools all the money and you end up in the situation where you as an investor find yourself paying for tickets to the tennis for HostPlus super clients,

Only when the tide goes out do you discover who has been swimming naked. Warren Buffett It is a market truism that a rising stock market can hide a lot of sins, and it is only when markets fall or become volatile that you can see who has been simply taking lots of risk in a

Note – Chant West asked us to clarify the fund performance data below. In our original post it was unclear as to the source of the inception data. Chant West is out with its latest super fund returns: Chant West senior investment research manager Mano Mohankumar says: “Despite a disappointing October, growth funds still have a

This week’s webinar (12:30pm AEST, Thursday 29 Nov) – brings dodgy financial advice under the spot light. Sharing your financial and personal affairs with another person is not easy, made worse if it results in you paying them to line their pockets with your retirement savings. Join us as we run through the key factors

Global equities had the worst monthly fall since May 2012 when the euro sovereign debt crisis and Grexit loomed large. The sell-off was sparked by rising bond rates, some disappointing earnings results in the US (more on outlook than numbers) and weaker global economic data. Sentiment worsened in October due to a cocktail of worries

This week’s webinar we have David, Damien and Tim as we take a deep dive into the quantum of Australian debt, whether we are in a bubble and the after effects of deleveraging. Its a longie, but a goodie. Bubbles – Classifying which type of bubble we are in – Identifying the key factors –

This week’s webinar (12:30pm AEST, Thursday 8 Nov) – is a US election special. What the US mid term election result means for your portfolio, and how we use this news to position client capital to help take advantage of world markets. HEAD HERE for webinar, and have your questions answered live! Can’t make it

After a strong August performance, September saw a pull-back in most of our portfolios amid concerns surrounding trade tensions, China’s economic growth and the outlook for interest rates, as the US Federal Reserve hiked US interest rates by 25 basis points. All of those factors extended into October (and then some), with stock markets down close

This week’s webinar, which is about to go live, is a focus on Australia’s superannuation system, specifically its design problems and its costs. Click here to watch Join us on now for the answers to your live questions. Register below to get emailed the topic each week:

This week’s webinar at 12:30 pm AEST, Thursday 18 Oct is a focus on the drivers of the recent volatility in stock markets around the world: – How to hedge against volatility – What does it mean for your portfolio – Investment opportunities Add to your Calendar. Click here to watch Join us on our live

Fifteen months ago we started investing money for clients with a vision to bridge the gap in investment solutions for everyday people looking for the middle ground between cookie-cutter robo-advice and high-cost financial planning. We started investing in all forms except for retail superannuation, with the plan to offer retail superannuation shortly after launch. Unfortunately,

Join Damien Klassen, David Llewellyn Smith and Tim Fuller as we discuss the new cold war between the US and China and how it affects the world of investment. Listen in to a replay of our webinar Find out below: Take us on your daily commute ! Podcasts now available on iTunes and all major Android

Join us today as MB Fund Head of Investments, Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller discuss the raging trade war between the US and China and what the implications are for asset prices. Today – 12:30pm LIVE online.  SIGN UP for webinar, and have your questions answered live! Can’t make it to the

Trying to work out how much value an investment adviser adds to the investment process is difficult, but Vanguard has had a go at quantifying it anyway.  Vanguard’s conclusion is that there are seven key areas adding to around 3% per annum (intermittently rather than every year) that could be added by an adviser (see here for

International stock markets ripped higher in August and both the Australian dollar and bond yields fell, completing a trifecta of investment themes that we have been positioned for. With this backdrop all of our portfolios performed strongly: Given our portfolio tilt toward Quality stocks, our portfolios once again performed strongly over the month of August. Our

After a full year in the office, we are happy to announce round two of the MB Fund seminar series. Sydney was terrific and now it is time to do it all again in Melbourne tonight! This year’s agenda is, of course, The Great Australian Housing Crash! Come one and come all to see (and

After a full year in the office, we are happy to announce round two of the MB Fund seminar series. This year’s agenda is, of course, The Great Australian Housing Crash! Come one and come all to see (and meet) Leith van Onselen, David Llewellyn-Smith and Damien Klassen as they discuss just how fast and

After a full year in the office, we are happy to announce round two of the MB Fund seminar series. This year’s agenda is, of course, The Great Australian Housing Crash! Come one and come all to see (and meet) Leith van Onselen, David Llewellyn-Smith and Damien Klassen as they discuss just how fast and

Join Nucleus Wealth Head of Investments, Damien Klassen, Head of Strategy David Llewellyn Smith and Tim Fuller as we discuss the Why, What and How you can take advantage of the other 98% of world stock markets. View the webinar here.     Tim Fuller is Head of Operations at the Macrobusiness Fund, which is powered

This post is dedicated to all of the Nervous Investors out there: you know who you are.  You want to start investing, or invest more, but are frozen by a myriad of concerns: are you buying at the wrong time? you wanted to buy last year but didn’t get around to it, and now you

July marked our first full year of live investment for the MB Fund. We started the year with a view that with Australia at the tail end of historic mining and housing booms, and the US in the middle of a tax-cut driven boom was that the best strategy was to invest heavily in offshore

This Afternoon (12:30pm AEST) on the live MB Fund Webinar, Mega Trends, has MB Fund Head of Investment, Damien Klassen and Tim Fuller having a look at some of the major global trends that impact the way a money manager invests in stock markets. Rising inequality Baby Boomers Women in the workforce Global debt levels Company tax rates

We are proud to announce that the company behind the MB Fund, Nucleus Wealth, has been named a finalist in the upcoming IFA Excellence Awards for the category “Innovator of the Year – Company”. Thanks to everyone involved in bringing a unique and tailored, quality investment solution that is typically only reserved for high net