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Core Plus Bond

Strategy highlights
  • Holistic bond allocation: Access to multiple bond market sectors in a single fund
  • 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

Portfolio composition

Broad fixed income market exposure: Individual securities (60%)-- Investment grade U.S. corporate bonds -U.S. Treasuries and agencies  Nuveen Managed Accounts Portfolios (MAPs)2 (40%)-- Securitized credit -High yield credit -Preferred securities -Emerging markets debt

Account minimum

$250,000

Duration

+/- 20% of benchmark's duration

Quality

Primarily investment grade with modest “plus” sector exposure

Literature and resources

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.

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.

A word on risk

All investments carry a certain degree of risk, including possible loss of principal, and there is no assurance that an investment will provide positive performance over any period of time. It is important to review investment objectives, risk tolerance, tax liability and liquidity needs before choosing an investment style or manager. Equity investments are subject to market risk or the risk that stocks will decline in response to such factors as adverse company news or industry developments or a general economic decline. A focus on dividend-paying securities presents the risks of greater exposure to certain economic sectors rather than the broad equity market (sector or concentration risk). Foreign investments involve additional risks. The strategy’s potential investment in non-U.S. stocks presents risks such as political risk, exchange rate risk, lack of liquidity and inflationary risk, economic change, social unrest, changes in government relations, and different accounting standards. This strategy may invest in American Depositary Receipts (ADRs). ADRs do not eliminate the currency and economic risks for the underlying shares in another country. Dividends are not guaranteed and will fluctuate. Dividend yield is one component of performance and should not be the only consideration for investment.

Effective 31 Dec 2021 Nuveen Asset Management, LLC replaced Santa Barbara Asset Management, LLC as the Strategy’s investment manager. This update did not impact the investment strategy or portfolio management.

Nuveen Asset Management, LLC is a registered investment adviser and an investment specialist of Nuveen, LLC.

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