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Separately Managed Accounts

Dividend Growth

Nuveen
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Strategy description

Dividend Growth is a broadly-diversified portfolio of mid- to large-capitalization equities that seeks to invest in well-run companies that exhibit a commitment to sustainable and growing dividends. The portfolio’s total return approach results in a broad range of yields, including those initiating dividends, driving enhanced diversification potential.

Asset class: Core

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

At-a-glance

 
Primary benchmark S&P 500® Index
Secondary benchmark Russell 1000® Index
Number of positions range 30 – 60
Minimum market capitalization $3B+
Individual holding exposure the greater of 5% or
benchmark weight + 2.5%
Sectors represented All
Expected turnover 15 - 40%
Dividend growth rate target > the S&P 500®
Beta target < the S&P 500®
Dividend yield target ≥ the S&P 500®

Investment process

The investment team utilizes bottom up, fundamental analysis to identify high-quality companies that are well-positioned to grow their dividend over time. Companies are evaluated based on their balance sheet strength, earnings growth, return on equity, quality of management and their commitment to returning cash to shareholders. 

Investment process chart: Dividend Growth

Resources

More strategies
Global Dividend Growth ADR
International Dividend Growth ADR
International Dividend Growth ADR is a broadly-diversified portfolio of mid- to large-capitalization international equities that seeks to invest in well-run companies that exhibit a commitment to sustainable and growing dividends.
Valuations and guidance appear foreboding for U.S. equities
Global equity markets remained under pressure in the second quarter as high inflation, accelerated central bank tightening, slowing economic growth and ongoing geopolitical risk took heavy tolls on returns.

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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