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.
Fixed term deposit 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 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 on our Cash panel page.
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.
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%) our standard platform charges, and the underlying fund 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.
If you’re an Investment Manager, you’ll be given access to the Nucleus DFM portal which you can use to create and manage portfolios.
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 will be available on our platform. If the investment manager you want to appoint isn’t listed, please contact us 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.