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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
A core bond strategy that seeks to deliver current income and capital appreciation through individual securities and an actively managed fee-waived mutual funds, which offers diversified exposure to securitized sectors.
Investment process
Our process emphasizes systematic collaboration to pursue solid risk-adjusted returns over long-term time horizons. The global fixed income investment committee serves as a forum for debating investment views and developing relative value perspectives. The lead portfolio managers are accountable for portfolio construction, risk management and performance outcomes. Specialized teams of sector portfolio managers, analysts and traders cover the global fixed income markets and provide security positioning recommendations according to relative value, conviction, expected interaction with portfolio positions, and the mandates overall risk posture and investment objectives.
This diversified, actively managed core separately managed account uses a fee-waived mutual fund to access the full range of securitized sector opportunities, include non-agency mortgage-backed and commercial mortgage-backed securities, regardless of account size. The MAP creates instant portfolio diversification in less liquid securitized sectors.
At-a-glance
Benchmark
Target allocation / Portfolio composition
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
Quality
Typical exposures
• 20-40% investment grade corporates
• 15-35% securitized credit
Literature and resources
Quick links
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
Investing involves risk; principal loss is possible. Fixed-income securities may be susceptible to general movements in the bond market and are subject to credit and interest rate risks. Credit risk arises from an issuer’s ability to make interest and principal payments when due, as well as the prices of bonds declining when an issuer’s credit quality is expected to deteriorate. Interest rate risk occurs when interest rates rise causing bond prices to fall. The issuer of a debt security may be able to repay principal prior to the security’s maturity, known as prepayment (call) risk, because of an improvement in its credit quality or falling interest rates. In this event, this principal may have to be reinvested in securities with lower interest rates than the original securities, reducing the potential for income.
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.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Nuveen Asset Management, LLC is a registered investment adviser and an affiliate of Nuveen, LLC.
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