Our platform

Investments at Nucleus

We’ve always focused on greater alignment between adviser and client needs and realise there is no one-size-fits-all solution. This is why we provide an open architecture approach to our platform.

We regularly add new funds to the platform and are happy to consider new requests as long as we can administer them. Combined with our integrated portfolio reporting tool Narrate, this allows you to tailor a service specifically for your client and improve efficiencies within your firm.

Cash panel

We offer access to a diverse range of assets and investment solutions suiting all risk types. If your clients want their spare cash to work harder in the medium to long term, we offer a range of investment options including access to cash funds, gilts, and lower risk rated model portfolios managed by discretionary fund managers. We also offer access to competitive fixed term deposits through Bondsmith, an FCA regulated provider of cash solutions. Contact your RBDD for more information.

Discretionary fund managers

We have over 100 discretionary fund managers (DFMs) running their portfolios on the platform with their investment management fees being paid directly from the client's cash account. It’s simple to use one of our DFM partners, with an initial agreement starting the process.

With profits

You can access the Wesleyan With Profits Growth Fund via our platform, the first with profits fund designed specifically to sit on independent adviser platforms. It aims to be a long-term investment solution, investing in a range of asset classes to diversify risk.

The fund has a proven track record of delivering healthy returns over the longer term and aims to achieve greater consistency of returns through its unique smoothing mechanism which reduces the impact of short-term price fluctuations.

Full details of the fund is available on their factsheet.

2022-2023 Consolidated tax voucher (CTV) offshore reporting

The UK offshore funds tax reporting rules apply to investment funds located outside of the UK.

We've created a list of funds that come within the definition of an offshore fund and that have successfully applied to HMRC for reporting fund status.

Fund news

Get all of the latest fund news, including fund suspensions, mergers and closures in our fund news section.