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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.
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
Portfolio at-a-glance
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| 1-7 year government ladder |
1-10 year government ladder |
1-15 year government ladder |
Custom government ladder |
Maturity ranges (years)
| 1-7 | 1-10 | 1-15 | Custom |
Range of holdings
| 12-16 | 18-22 | 28-32 | Varies |
Maximum position exposure
| 15% | 15% | 15% | 15% |
Minimum intial investment
| $250K | $250K | $250K | $250K |
Literature and resources
Quick links
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 $350,000 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.
Important information on risk
There is no assurance that an investment will provide positive performance over any period of time. All investments carry a certain degree of risk and it is important to review investment objectives, risk tolerance, tax liability and liquidity needs before choosing an investment style or manager. Fixed income investments emphasize U.S. government agency debt securities. Debt or fixed income securities are subject to credit risk and interest rate risk. The value of and income generated by debt securities will decrease or increase based on changes in market interest rates. Credit risk refers to an issuer’s ability to make interest and principal payments when due.
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.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Nuveen Asset Management, LLC is a registered investment adviser and an affiliate of Nuveen, LLC.
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