Skip to main content
utility-drawer__close
0
Add funds
Fund 1
Fund 2
Fund 3
Fund 4
Welcome to Nuveen
Select your preferred site so we can tailor your experience.
Select Region...
  • Americas
  • Asia Pacific
  • Europe, Middle East, Africa
location select
Select Location...
  • Canada
  • Latin America
  • United States
  • Australia
  • Hong Kong
  • Japan
  • Mainland China
  • Malaysia
  • New Zealand
  • Singapore
  • South Korea
  • Taiwan
  • Thailand
  • Other
  • Abu Dhabi Global Market (ADGM)
  • Austria
  • Belgium
  • Denmark
  • Finland
  • France
  • Germany
  • Ireland
  • Italy
  • Luxembourg
  • Netherlands
  • Norway
  • Spain
  • Sweden
  • Switzerland
  • United Kingdom
  • Other
location select
Financial Professional
  • Institutional Investor
  • Individual Investor
  • Financial Professional
  • Global Cities REIT (GCREIT)
  • Green Capital
  • Private Capital Income Fund (PCAP)
location select

Core Plus Bond

Strategy highlights
  • Holistic bond allocation: Access to multiple bond market sectors in a single strategy
  • Nimble approach: Portfolio manager actively manages risk, to help outperform the benchmark in changing markets
  • Value beyond the benchmark: Up to 30% in higher-yielding bonds, like high-yield bonds and emerging markets debt, which may offer diversification and additional return benefits

Strategy description

A core plus bond strategy that seeks to deliver current income and capital appreciation through individual securities and actively managed fee-waived mutual funds, which offer diversification into “plus” 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 mandate’s overall risk posture and investment objectives.

At-a-glance

Benchmark

Bloomberg U.S. Aggregate Bond Index

Target allocation / Portfolio composition

Broad fixed income market exposure:
Managed Accounts Portfolio (MAP) - 40%
-Securitized credit
-High yield credit
-Preferred securities
-Emerging markets debt
Individual securities - 60%
-Investment grade U.S. corporate bonds
-U.S. Treasuries and agencies

Account minimum

$250,000

Duration

+/-20% of benchmark's duration

Quality

Primarily investment grade with modest “plus” sector exposure

Typical exposures

• 10-25% plus sectors
• 15-35% securitized
• Up to 20% below investment grade
• Up to 15% high yield corporates and loans
• Up to 10% preferred securities and CoCos
• Up to 7% emerging markets debt

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 $250,000 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.

S-3758227P-E0724W

Aerial view of the ocean shore

You are on the site for: Financial Professionals and Individual Investors. You can switch to the site for: Institutional Investors or Global Investors

You are about to access our website for visitors outside of the United States.

You are about to access our website for Nuveen Global Cities REIT

You are leaving the Nuveen website.

You are leaving the Nuveen website and going to the website of the MI 529 Advisor Plan, distributed by Nuveen Securities, LLC.

The Nuveen website for institutional investors is available for you.

You are about to access our website for visitors outside of the United States.

You are about to access our website for Nuveen Churchill Private Capital Income Fund (“NC - PCAP”)

Contact us
Contact us
Back to Top