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Separately Managed Accounts

Flexible Income

NWQ
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Strategy description

Flexible Income seeks to provide high current income and positive risk-adjusted capital appreciation by investing in corporate securities across the capital structure based on the team’s assessment of relative value and risk.

Asset class: Taxable Fixed Income

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

At a glance

 
Benchmark Bloomberg Barclays U.S. Aggregate Index
Invests primarily across

Income producing securities across the corporate capital structure

- Corporate Bonds (Investment grade and high yield)

- Convertibles

- Preferred securities

- Equities

Number of positions range ~70
Maximum issuer size 5%
Income target 4.5 - 6.5%
Key restrictions

- Income-paying securities at least 80%

- Equities 0%–35%

- Fixed Income 65%–100%

- Maximum 50% non-U.S. companies (USD)

- 0% in securities rated below B at time of purchase

Investment Process

Bottom-up, fundamental research seeks to uncover relative value and income opportunities. By looking across an identified company’s capital structure, the team selects what they believe is the optimal security where the combination of seniority, yield, and total-return potential offers the greatest opportunity. This approach underscores three key tenets: attractive valuation, identifying catalysts and inflection points, and favorable risk/reward.

An emphasis on risk management and a concerted focus is given to:

 

                        Resources

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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. Value style investing presents the risk that the holdings or securities may never reach their full market value because the market fails to recognize what the portfolio management team considers the true business value or because the portfolio management team has misjudged those values. In addition, value style investing may fall out of favor and underperform growth or other style investing during given periods. 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. The strategy’s potential investment in non-U.S. stocks presents risks such as political risk, exchange rate risk and inflationary risk, which includes the risk of economic change, social unrest, changes in government relations and different accounting standards.

NWQ Investment Management Company, LLC is a registered investment adviser and an investment specialist of Nuveen, LLC.

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