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Separately Managed Accounts

Core Plus Bond

Nuveen
Core plus bond

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.

Target allocation:

    • 60% Individual securities1
    • 40% Nuveen Managed Accounts Portfolios (MAPs)2

Asset class: Global fixed income

For term definitions and index descriptions, please access the glossary in the footer.

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

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.

Collaborative Investment Process graphic

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

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

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

Investing involves risk; principal loss is possible. Debt or fixed income securities are subject to market risk, credit risk, interest rate risk, call risk, derivatives risk, dollar roll transaction risk and income risk. As interest rates rise, bond prices fall. Below investment grade or high yield debt securities are subject to liquidity risk and heightened credit risk. Preferred securities are subordinated to bonds and other debt instruments in a company’s capital structure and therefore are subject to greater credit risk. Investing in foreign denominated and/or domiciled securities may involve heightened risk due to currency fluctuations, inflation, social, economic, political risks and different accounting standards, all of which may be enhanced in emerging markets of developing countries. Asset-backed and mortgage-backed securities are subject to additional risks such as prepayment risk, liquidity risk, default risk and adverse economic developments. These investments are subject to credit risk and potentially limited liquidity, as well as interest rate risk, currency risk, prepayment and extension risk, and inflation risk.

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

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