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Separately Managed Accounts

Global Dividend Growth ADR

Santa Barbara Asset Management
guy-standing at window

Strategy description

Global Dividend Growth ADR is a broadly-diversified portfolio of mid- to large capitalization global equities that seeks total return from the long-term investment in often overlooked dividend-paying companies with a broad range of yields, including those initiating dividends, driving enhanced diversification potential.

Asset class: Global and International

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

At a glance

 
Benchmark MSCI World Index
Number of positions  30 – 60
Initial investable universe  $3B+
Position weight (approx. equal weighted at cost) 1 - 3%
Individual holding exposure the greater of 5% or
benchmark weight + 2.5%
Sectors represented  All
Sub-sector/industry exposure  25% maximum
Individual country exposure (ex-U.S.) 30% maximum
Non-U.S. exposure  40 – 75%
U.S. Exposure 25 - 60%
Emerging market exposure 10% maximum
Expected turnover 15 – 40%
Anticipated time horizon 3 - 5 years

Investment process

The investment team utilizes bottom up, fundamental analysis to identify high-quality global 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.

Global dividend growth portfolio chart 

            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. 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). The strategy’s investment in non-U.S. stocks presents risks such as political risk, exchange rate risk and inflationary risk, which include the risks of economic change, social unrest, changes in government relations, and different accounting standards. These risks are magnified in emerging markets. 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.

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

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