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Financial Professional
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  • Global Cities REIT (GCREIT)
  • Green Capital
  • Private Capital Income Fund (PCAP)
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Key distinctions
  • Strategic allocation to global equities and fixed income that diversifies across countries, regions, market caps and investment styles to seek outperformance and manage risk
  • Responsible investments that have delivered both competitive returns and positive social and environmental outcomes from an experienced industry leader
  • Actively managed portfolio allocations to ETFs within targeted risk profiles that seek to achieve investor objectives and manage risk in dynamic markets

Seeking growth with positive impact

These model growth portfolios offer a broad range of diversified allocations with potential for attractive long-term total return and exposure to responsible investments.

Highlights
  • From a strategic asset allocation perspective, we added the Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) and rebalanced the portfolio back to its strategic weights. The introduction of the new position (NUSA) will replace a portion of the NUBD position in the Conservative and Moderate Conservative models. This shift will lead to reduce expected volatility and downside risk, which is especially critical for portfolios with a capital preservation objective.
  • The addition of short-term bonds does not result in lower yield due to the inversion of the yield curve. We maintain our belief that interest rates will remain higher for an extended period. Although inflation has moderated, recent indications suggest that the Federal Reserve’s path to the Fed’s 2% target may be slower than initially anticipated. Continued job market strength is supportive of a higher policy rate over the near-term.

Target allocations

LOWER
HIGHER
POTENTIAL VOLATILITY AND RETURN

Performance

Average annual total returns

Net performance data shown represents past performance and does not predict or guarantee future results. Investment returns and principal value will fluctuate so that shares redeemed may be worth more or less than their original cost. Current performance may be higher or lower than the performance shown. Total returns for a period of less than one year are cumulative. Returns assume reinvestment of dividends and capital gains. Market price returns are based on the closing market price. For performance current to the most recent month-end, please contact us at 800.752.8700.

Calendar year returns

Current expense ratios

Expense ratios are represented by the weighted average expense ratio of the blended model portfolio and are based on the Funds’ most recent fiscal year end. Please see the underlying fund prospectuses for details.

Characteristics

Asset allocation

Literature

Important information on risk

Model portfolios

Nuveen model portfolios (“models”) are intended to illustrate how combinations of Nuveen affiliated products could be used to achieve the stated investment objectives. Results are inherently limited and do not represent actual results and may not account for the impact of the general market. Models are not automatically rebalanced; allocations may not achieve model objectives and are not guaranteed. Both the actual underlying Funds and model allocations may vary. Allocations are reviewed periodically and may change based on Nuveen's strategic and tactical views. There are no management or other fees at the model level; however fees apply for the underlying Funds as outlined in each Fund’s prospectus. The models’ risks are directly related to those of the underlying Funds, as described below. Allocations may not match a client’s actual experience from an account managed in accordance with the model portfolio allocation.

Important information on risk

Investing involves risk; principal loss is possible. Risks apply to those underlying Funds in the allocation of the models and there is no guarantee the Funds’ investment objectives will be achieved. ETFs seek to generally track the investment results of an index; however the ETF may underperform, outperform or be more volatile than the referenced index. In addition, because the Index selects securities for inclusion based on environmental, social, and governance (ESG) criteria, the Fund may forgo some market opportunities available to funds that don’t use these criteria. Other risks considerations include credit, interest rate, equity securities, growth stocks, large-capitalization stocks, value stocks, smaller companies, non-U.S. investments, emerging markets, and concentration in a single industry sector or country. Not all risks apply to all Funds. These and other risks are described in the prospectus of each Fund. Asset allocation (or diversification) does not assure a profit or protect against loss.
Responsible investing incorporates Environmental Social Governance (ESG) factors that may affect exposure to issuers, sectors, industries, limiting the type and number of investment opportunities available, which could result in excluding investments that perform well.

Portfolio allocations will be principally to funds managed by affiliates and to affiliated sub-advisers, which may present a conflict of interest.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

FRM® (Financial Risk Manager) is a trademark owned by the Global Association of Risk Professionals.

About the benchmarks

Model portfolio performance is evaluated in relation to a series of benchmarks that consist of appropriate weights of market indexes representing equity and fixed income market sectors. Each benchmark is created by applying the performance of the four indexes in proportion to each model portfolio’s strategic allocations to those market sectors. The benchmarks are reset to their strategic weight allocations at the end of each quarter, given this is the periodicity of the portfolio update process for the model portfolios. The benchmarks do not reflect any fees, brokerage commissions or other expenses but do reflect the reinvestment of dividends. The benchmark is unmanaged and does not reflect the payment of advisory fees and other expenses associated with investing in a mutual fund, commingled fund or separate account.
Conservative growth index blend is comprised of a weighting of 13% Russell 3000® Index, 7% MSCI ACWI ex-U.S. IMI Index and 80% Bloomberg U.S. Aggregate Bond Index.Moderate conservative growth index blend is comprised of a weighting of 26% Russell 3000® Index, 14% MSCI ACWI ex-U.S. IMI Index and 60% Bloomberg U.S. Aggregate Bond Index. Moderate growth index blend is comprised of a weighting of 39% Russell 3000® Index, 21% MSCI ACWI ex-U.S. IMI Index and 40% Bloomberg U.S. Aggregate Bond Index. Aggressive growth index blend is comprised of a weighting of 52% Russell 3000® Index, 28% MSCI ACWI ex-U.S. IMI Index and 20% Bloomberg U.S. Aggregate Bond Index. All equity growth index blend is comprised of a weighting of 65% Russell 3000® Index and 35% MSCI ACWI ex-U.S. IMI Index. It is not possible to invest directly in an index.

Before investing, carefully consider fund investment objectives, risks, charges and expenses. For this and other information that should be read carefully, please request a prospectus or summary prospectus from your financial professional or Nuveen at 800.257.8787.

Featuring portfolio management by Nuveen Asset Management, LLC, an affiliate of Nuveen, LLC.

Nuveen Securities, LLC, member FINRA and SIPC.

O-3545068C-Q0424W

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