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Separately Managed Accounts
U.S. Government Bond Ladders
Strategy description
The U.S. Government Bond Ladders portfolios seek to provide current income and regular maturities by building an equally-weighted portfolio of Treasury securities that will be held to maturity or sold as they reach the portfolio minimum maturity.
Asset class: Taxable fixed income
For term definitions and index descriptions, please access the glossary in the footer.
Portfolio at a glance
| 1–7 year government ladder | 1–10 year government ladder | 1–15 year government ladder | Custom government ladder | |
| Maturity Ranges | 1-7 years | 1-10 years | 1-15 years | Custom |
| Range of holdings1 | 12-16 | 18-22 | 28-32 | Varies |
| Maximum position exposure1 | 15% | |||
| Minimum initial investment | $250K | |||
Investment process
Diversified maturities can help provide predictable income and liquidity
- Build a government bond ladder composed of U.S. Treasuries and based on the designated maturity range
- Monitor portfolio positions; no active trading unless warranted by client cash flow needs
- Maintain designated maturity of the ladder by purchasing new bonds at the longest available maturity in the range to replace those that mature or are sold as they reach the minimum maturity
Customization options and implementation examples
For $250,000+ accounts
Nuveen can be flexible in responding to requests for these and other appropriate customizations.
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