The Nexus Global Solutions Portfolio is an actively managed multi-asset fund combining global equities with bonds and other investments, with a current allocation that leans toward equity-led growth.
The portfolio offers broader diversification than a pure equity fund and gives its manager flexibility to adjust positioning as market conditions change.
That flexibility also makes manager decisions an important part of its risk and return profile.
For investors reviewing Nexus Solutions, the main considerations are its current equity exposure, active management approach, performance under the current manager, fees and how the portfolio fits alongside existing investments.
Key Takeaways
- The Nexus Solutions Portfolio balances bonds with equity-led growth.
- Active allocation adds flexibility but increases manager decision risk.
- Its mixed-asset approach can reduce risk, but does not prevent losses.
- Investors should consider whether the portfolio’s growth exposure aligns with their overall asset allocation.
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The information in this article is for general guidance only. It does not constitute financial, legal, or tax advice, and is not a recommendation or solicitation to invest. Some facts may have changed since the time of writing.
What is the Nexus Solutions Portfolio?
The Nexus Global Solutions Portfolio is an actively managed multi-asset fund seeking medium-term capital growth through a changing mix of growth and defensive investments.
The strategy invests across equities, fixed income, cash and other permitted assets.
Its investment process combines macroeconomic analysis with research into individual securities, allowing the manager to alter both asset allocation and individual holdings as its assessment of markets changes.
The fund does not follow a fixed equity/bond allocation or restrict itself to a particular investment style such as growth or value. Its composition can change considerably over time.
The strategy has a dual focus on capital protection and capital appreciation.
Investors should read capital protection as an investment objective rather than a guarantee. The same documentation warns that investments can fall in value and investors may not recover the amount invested.
The fund is authorized in Malta under the UCITS framework. Its current documentation identifies A, B, Institutional and UA share classes, with Portfolio A factsheets available in GBP, EUR and USD.
Who manages the Nexus Solutions Portfolio?
Oakglen Wealth has managed the Nexus Global Solutions Portfolio since June 1, 2024.
The manager has discretion to change asset allocation and security selection as valuations, economic conditions and investment opportunities evolve.
That discretion is a meaningful part of the investment proposition. Returns depend partly on the underlying markets and partly on decisions about when to increase, reduce or redirect exposure across asset classes and individual investments.
The June 2024 management change also affects how historical performance should be interpreted.
The fund's longer track record includes periods managed under a different investment process, while returns since Oakglen's appointment provide more relevant evidence of how the current strategy has operated.
What does the Nexus Solutions Portfolio invest in?
Nexus Solutions was predominantly invested in equities as of August 31, 2026, although more than a quarter of the portfolio remained allocated elsewhere.
The allocation looks like:
|
Asset class |
Allocation |
|
Equities |
72.4% |
|
Fixed income |
21.2% |
|
Other investments |
3.8% |
|
Cash |
2.6% |
The same underlying allocation is reported across the GBP, EUR and USD Portfolio A options.
The holdings show how the strategy extends beyond a standard equity portfolio.
Its ten largest positions included individual companies alongside physical gold exposure, Australian and UK government bonds, a corporate bond ETF, a technology investment trust and an energy ETF.
The largest individual holding was iShares Physical Gold ETC at 3.77%. Australian government bonds and the SPDR 0-5 Year Corporate Bond ETF each represented 3.75%, while a UK Treasury position accounted for 2.98%.
The ten largest holdings collectively represented 29.01% of the portfolio.
This combination gives the manager several sources of return and risk.
Equities remain the dominant driver at the current allocation, while government debt, corporate bonds, gold and cash can behave differently under changing market conditions.
Asset allocation
Equities72.4%
Fixed income21.2%
Other investments3.8%
Cash2.6%
Hover over a chart segment to see its allocation.
What is the minimum investment?
Portfolio A has a minimum investment of £1,000, €1,000 or $1,000. Other share classes may have different entry requirements.
The availability of three currency versions can be relevant for international investors, although choosing a particular dealing currency does not necessarily remove currency risk from the underlying global investments.
Is the Nexus Solutions Portfolio diversified?
Yes. Nexus Solutions is diversified across asset classes, securities, sectors and markets, although its 72.4% equity weighting means its risks are not evenly distributed across those exposures.
The portfolio combines individual companies with government debt, corporate bonds, funds, ETFs, gold and cash.
Its largest individual investment accounted for less than 4% of assets as of August 2026, limiting reliance on any single holding.
Diversification at the security level does not remove broader market exposure.
With almost three-quarters of the portfolio invested in equities, a widespread decline in global stock markets could still have a substantial effect on returns.
The allocation can also change. Investors evaluating the portfolio should consider its current positioning alongside its broader mandate rather than assuming today's equity/bond mix will remain fixed.
How has the Nexus Solutions Portfolio performed?
Portfolio A returned between 12.59% and 13.26% in 2026 through August.
The latest factsheets reported:
|
Portfolio A |
YTD |
1 year |
3 years |
Since inception |
|
GBP |
13.26% |
23.32% |
46.92% |
88.31% |
|
USD |
12.71% |
22.44% |
46.63% |
84.21% |
|
EUR |
12.59% |
21.56% |
38.82% |
55.21% |
One-year returns ranged from 21.56% to 23.32%, while three-year returns ranged from 38.82% to 46.92%.
The differences between GBP, EUR and USD results matter. The three Portfolio A versions also have different inception dates. GBP launched in June 2013, EUR in November 2013 and USD in January 2015.
Their since-inception figures consequently cover different periods and should not be treated as direct like-for-like comparisons.
Longer performance also shows that the portfolio can experience meaningful losses.
Portfolio A GBP, for example, returned -14.18% in 2022, followed by 6.99% in 2023, 3.54% in 2024 and 19.06% in 2025. It had returned 13.26% through August 2026.
That record is relevant when assessing the fund's reference to capital protection. Diversifying away from equities can moderate some risks, but the portfolio has still experienced substantial negative periods.
The management history adds another qualification. Oakglen took control in June 2024, meaning the longer-term figures combine results generated under different managers.
What are the Nexus Solutions Portfolio's fees?
The August 2026 Portfolio A factsheets state an annual management charge of 1.5% and an initial charge of up to 4%.
The stated charges are consistent across the Portfolio A GBP, EUR and USD versions:
The initial charge can range from 0% to 4% in practical terms, although the factsheets themselves state up to 4% rather than specifying a minimum charge.
These figures apply specifically to the Portfolio A versions reviewed. Nexus also has other share classes, and their charges should be checked separately rather than assuming the Portfolio A fee structure applies to every investor.
The initial charge is particularly relevant when comparing the portfolio with alternatives.
Where one applies, it creates an upfront cost that the investment must recover before the investor breaks even, independently of the ongoing 1.5% AMC.
Can you withdraw money from the Nexus Solutions Portfolio?
Portfolio A offers daily dealing, which provides considerably more liquidity than investments with fixed holding periods or periodic redemption windows.
Daily dealing describes how frequently transactions can normally take place; it does not protect the value at which an investor exits.
If the portfolio's underlying assets have declined, an investor redeeming shares can still crystallize a loss.
The portfolio's liquidity should be considered separately from its investment horizon and market risk.
What are the Nexus Solutions Portfolio's pros and cons?
Nexus Solutions provides broad multi-asset exposure and flexible active management, while its current equity weighting, charges and dependence on manager decisions create important trade-offs.
Pros
- Exposure to equities, government and corporate bonds, gold, cash and other investments
- Active allocation can respond to changing market conditions
- Limited single-holding concentration
- Daily liquidity
- Relatively accessible minimums
- GBP, EUR and USD Portfolio A versions are available.
Cons
- Capital is not guaranteed and the portfolio can experience material losses.
- Active asset allocation and security selection decisions can detract from returns.
- Limited track record under the current manager
- Currency risk remains
Who might consider the Nexus Solutions Portfolio?
Nexus Solutions may be relevant to investors looking for actively managed multi-asset exposure while retaining substantial participation in equity markets.
Its August 2026 allocation gives a useful indication of the balance involved. At 72.4% equities, the portfolio has significant growth exposure.
Its 21.2% fixed income allocation, alongside gold, cash and other investments, provides additional sources of diversification.
That positioning requires investors to look beyond the multi-asset description. Someone expecting a predominantly defensive portfolio could find the current equity exposure higher than anticipated.
The strategy also requires confidence in active management.
Oakglen can change allocations rather than maintaining a predictable stock/bond split, so an investor's exposure may evolve without the investor personally making those allocation decisions.
Investors seeking a fixed asset allocation, guaranteed capital protection or a purely passive approach would be evaluating a materially different investment proposition.
How does Nexus Solutions compare with a global equity fund?
Nexus Solutions can allocate a meaningful proportion of its assets outside stocks, giving it a different risk and return profile from a conventional global equity fund.
As of August 2026, 27.6% of the portfolio was outside equities, including 21.2% in fixed income, 3.8% in other investments and 2.6% in cash.
Its largest holdings demonstrate the difference particularly clearly. Government bonds, corporate bonds and physical gold sat alongside equity investments in the top ten.
Those allocations can provide useful diversification when different asset classes move in different directions.
They can also hold back relative performance during periods when global equities substantially outperform bonds and other assets.
The comparison ultimately depends on what role the investment is expected to play in a wider portfolio. A global equity fund generally provides a more direct exposure to stock market performance.
Nexus adds an active asset allocation layer that can increase or reduce that exposure as the manager's outlook changes.
Conclusion
Nexus Solutions ultimately asks investors to make a judgment about active allocation, because the portfolio they buy today may look materially different as the manager changes its positioning.
That flexibility can be valuable for investors who prefer a manager to make allocation decisions across equities, bonds and other assets rather than maintaining a predetermined mix.
It also means the fund cannot be assessed solely by asking whether its current holdings are attractive.
For investors, the more useful question is whether they want this degree of manager discretion within their wider portfolio.
Someone who already makes their own asset-allocation decisions may find that flexibility less valuable, while someone seeking delegated multi-asset management may see it as a more central part of the proposition.
The management change also gives the review a natural point for reassessment.
As Oakglen builds a longer record across different market conditions, investors will have better evidence of whether its allocation decisions consistently add value after costs.
FAQs
Does choosing GBP, EUR or USD remove currency risk?
No. Choosing a Portfolio A currency version does not mean the underlying investments are confined to that currency.
Nexus invests internationally, so movements between currencies can still influence investment outcomes.
What is the risk level of the Nexus Solutions Portfolio?
Nexus Solutions carries meaningful market risk because its allocation can include substantial equity exposure alongside bonds and other assets.
Its risk level can also change as the manager adjusts the portfolio, so investors should check the current PRIIP risk indicator for their specific share class rather than relying only on the multi-asset label.
Does Nexus Solutions track a benchmark?
The Portfolio A does not present Nexus Solutions as an index-tracking fund.
The strategy is actively managed, with investment decisions based on factors including valuations, economic conditions and individual investment opportunities.
Can the Nexus Solutions Portfolio change its equity allocation?
Yes. The equity allocation can change because Nexus Solutions does not maintain a fixed stock/bond split.
This means an investor's exposure to equity market risk may increase or decrease as the manager changes positioning.
Is the Nexus Solutions Portfolio hedged against currency risk?
The Portfolio A factsheets do not identify the GBP, EUR or USD versions as currency-hedged share classes.
They explicitly warn that investments abroad may rise or fall because of exchange rate movements, so investors should not assume that choosing a GBP, EUR or USD version eliminates foreign currency risk.
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