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Core Bond

Strategy highlights
  • Core bond strategy: High-quality, traditional bond portfolio primarily in U.S. investment-grade securities
  • Nimble approach: Portfolio manager actively manages risk, to help outperform the benchmark in changing markets
  • Research and trading impact: Sector-specialized portfolio management, research, and trading teams inform lead portfolio manager decisions and uncover excess-return opportunities

Strategy description

desNAMCBSMA

Investment process

processNAMCBSMA

At-a-glance

Benchmark

Bloomberg U.S. Aggregate Bond Index

Target allocation / Portfolio composition

Broad fixed income market exposure:
Securitized Credit Managed Accounts Portfolio (MAP) - 30%
-Agency mortgage-backed securities
-Non-agency mortgage-backed securities
-Commercial mortgage-backed securities
-Asset-backed securities
Individual securities - 70%
-U.S. Treasuries and agencies
-Investment grade U.S. corporate bonds

Duration

+/-10% of benchmark's duration

Quality

100% investment grade

Typical exposures

• 25-55% U.S Treasuries
• 20-40% investment grade corporates
• 15-35% securitized credit

Literature and resources

Nuveen Managed Accounts Portfolios (MAPs) are specialized, registered investment portfolios offered only to Nuveen sponsored separately managed accounts. No direct offering or promotion of this portfolio is made hereby.

Customization only available on individual securities portion of portfolio and customization may require higher AUM minimums.

A separately managed account (SMA) is a private portfolio of actively managed, individual securities that may be customized to achieve an individual investor's unique objectives.

SMA accounts typically require a minimum investment of $100,000 for equity and asset allocation strategies and $500,000 for fixed income strategies, although the specific minimum account size varies by program and may be subject to change. The manager may waive these minimums based on client type, asset class, pre-existing relationship with client and other factors. For certain accounts, a negotiated minimum annual fee applies. Please consult with your Nuveen Advisor Consultant for applicable minimums.

Important information on risk

riskNAMCBSMA

Check with your financial professional for specific product availability and performance information. This information may change without notice. From time to time, we may close or reopen strategies.

Nuveen Asset Management, LLC is an SEC registered investment adviser and an affiliate of Nuveen, LLC.

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