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Your ethics are individual. Invest the same way.

Tailor your superannuation and investment portfolios with Nucleus Ethical’s innovative, award winning, investing solutions.

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How to create a portfolio

All of our portfolios are held as individual shares. This means you can customise it.
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1. Choose your market and how many stocks

Global, Australian, bond and cash options

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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  

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3. Choose tilts to add to your portfolio

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

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

$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

More than $2m

0.11%0.145%

  • Low trading costs

  • No ongoing fees on foreign currency

  • No ongoing fees on a range of ETFs

Awards-2024-03-06-235504

Multi-award winning portfolios

Nucleus Ethical is leading the way in personalized ethical investment solutions.

We offer direct ownership of global and Australian shares, tailored for your ethics.

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
Nucleus was very easy to use and I highly recommend the ethical options.
Christy
36-45 years old
Nucleus Wealth is a great option for wealth management. It is affordable and user friendly. We appreciated the ethical overlay in our investment choices. Everything was transparent and it was always easy to speak to our adviser. Their weekly podcasts were always informative.  I would definitely recommend them. 
Ian and Susan
66-75 years old
We use Nucleus Wealth because of its ethical standards and good performance.  We are entirely satisfied with its structures and its communicative procedures.
Charles
75+ years old
Fund performance was excellent during challenging conditions. For me it was an excellent alternative to most domestic (AU) investment options such as ASX, and as such really helped to diversify internationally and minimise risk. Staff have been easy to communicate with. I was also pleased to make use of the ethical & environmental filters. 
Dave
36-45 years old
Nucleus Wealth was easy to use, though the charting options were not straight forward. The customer support was excellent. I would definitely recommend it to friends. 
Russell
25-35 years old
Nucleus Wealth offer a great product with outstanding dashboarding tools that allow investors to drill all the way down into their investment and view each holding.  Great customer support. Strongly recommend.
Richard
25-35 years old
Describe Your Image

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Different Core Portfolios

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Screens to remove stocks

Describe Your Image

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Tilts to add stocks

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Transform Your Investments Today

Start your journey towards a customized investment portfolio that aligns with your values and financial aspirations. Contact us now.

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