Investments
Funds and ETIs
Our platform offers an extensive range of funds and UK Exchange Traded Instruments (ETIs) that are easy to access. A range of investment research tools are also available to help you explore suitability.
A fully integrated share-dealing service is provided, giving you an efficient and transparent way to manage your clients' needs. A wide range of UK ETIs are supported.
Model portfolios
Comprehensive tools for creating and managing model portfolios are available, and these model portfolios can include funds and cash. Clients can set up more than one portfolio within a product or hold additional investments alongside the model portfolios.
Adviser portfolios
We offer you the opportunity to set up your own model portfolios. If you need help setting up a portfolio, please contact your Business Development Manager.
Discretionary Investment Manager (DIM) portfolios
We work with over 20 Investment Managers who offer model portfolios on the platform, catering for a range of strategies and risk profiles. A full list of these providers can be found on the platform.
The only charges that will apply for using these models are the Investment Managers’ fees (typically 0.10-0.30%), our standard platform charges, and the underlying fund charges.
Your chosen investment manager will work with you to set up and give you access to their model(s) on the Nucleus Platform.
If you’re an Investment Manager, you’ll be given access to the Nucleus DIM portal which you can use to create and manage portfolios.
Titan Square Mile Managed Portfolio Service
Exclusive to the new Nucleus Platform, we’ve partnered with award-winning research and investment specialist Titan Square Mile to give advisers access to their Managed Portfolio Service designed to meet a wide range of customer needs. Your clients will benefit from an exclusive combined cost (platform and Titan Square Mile MPS fee) starting at 30bps. This reduced total cost will help to deliver better value to your clients in an increasingly price-sensitive market.
Off-platform investments
The Nucleus SIPP supports National Savings and Investments (NS&I) products, Trustee Investment Plans (TIPs) and structured products.
The Nucleus Flexi SIPP offers access to a range of off-platform Investment Managers. A full list of the options are available on the platform. If the Investment Manager you want to appoint isn’t listed, please contact us to discuss if this is possible. This is a different option to the on-platform Investment Managers described in relation to model portfolios above.
Please note that Investment Managers will apply their own additional charges.
Investment Pathways
We’re now required by the FCA to offer Investment Pathways; a simple, clear way for non-advised customers to help make informed retirement choices. Whilst we won't be actively communicating this to advised clients, they can access Investment Pathways on an execution only basis.
