Investments
The Nucleus Platform offers a comprehensive choice of assets and investment solutions for those with long-term financial goals. Full details of the options available are in each product’s Permitted Investments List.
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 in partnership with Winterflood, giving you an efficient and transparent way to manage your clients' needs. A wide range of UK ETIs are supported.
Our share-dealing guide will help you get the most out of the functionality available.
Fixed term deposits and notice accounts
Our customers can hold cash balances to help with the payment of adviser and service fees and charges, or to act as a temporary haven when the markets are volatile.
We don’t recommend that your clients hold large balances of cash for long periods of time, but if they want their spare cash to work harder in the medium to long term, we offer access to specific products with attractive rates of return through our cash panel.
We partner with Bondsmith, an FCA regulated third-party, to offer access to a diverse range of fixed term deposit and notice accounts from FCA regulated banks and building societies which can all be purchased online. You can view the current list of available accounts and interest rates here. Our Cash Panel guide provides more information on how to use these options.
Please note: the cash panel is available for Nucleus SIPP and GIA products but not for Nucleus ISA.
Model portfolios
Comprehensive tools for creating and managing model portfolios are available. Models can be set up by either Discretionary Investment Managers or advisers and they can include ETIs as well as funds. Clients who want to set up more than one model portfolio within a product, or hold additional investments alongside model portfolios, can do so.
Adviser portfolios
If you need support setting up a portfolio, please read the Adviser Model Portfolio guide or contact your Business Development Manager.
Discretionary Investment Manager portfolios
We work with a large range of Investment Managers who offer managed portfolio services. These include trusted brand names in discretionary models who offer a range of strategies and risk profiles. A full list of Investment Managers is available on the platform.
We don’t make a charge for accessing the panel or for trading. The only charges that will apply are the investment managers’ fees (typically 0.10-0.30%) and our standard platform charges.
Once you’ve made your choice, the Investment Manager will work with you to set up and give you access to their model(s) on the Nucleus Platform. Further detail about how this works is available in our Model Portfolio (Investment Managers) guide.
If you’re an Investment Manager, you’ll be given access to the Nucleus X-Hub which you can use to create and manage portfolios. Support is available in our X-Hub User Guide.
Off-platform investments
The Nucleus SIPP supports National Savings and Investments (NS&I) products, Trustee Investment Plans (TIPs) and structured products. Our structured products guide provides more information on how this works.
The Nucleus Flexi SIPP offers access to a range of off-platform Investment Managers. A full list of the options available is on our platform. If the investment manager you want to appoint isn’t listed, please contact us on 03455 212 414 to discuss if this will be 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.