Fund description
The Fund seeks to provide 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.
The Fund is actively managed and is not managed in reference to a benchmark. Investors invest in shares of the Fund. The Fund is suitable for long-term investors that are prepared to accept a moderate to high level of volatility. Please see the Key Investor Information Document(s) for more information.
Investment process
- Identify Undervalued Security/Company
- Research Analysis Valuation, Downside Protection Analysis, Positive Catalyst
- Buy Decision Optimal Point in Capital Structure, Balance Risk/Reward
- Monitor Company and Capital Structure
- Sell Decision Return Objective Reached, Investment Thesis Challenged
Effective 01 Jan 2022, the name changed from Nuveen NWQ Flexible Income Fund to Nuveen Flexible Income Fund and Nuveen Asset Management, LLC replaced NWQ Investment Management Company, LLC as the Fund’s sub-advisor. These updates did not impact the investment strategy or portfolio management.
An investment in the Fund is subject, among other risks, to market risk or the risk that stocks in the portfolio will decline in response to such factors as adverse company news or industry developments or a general economic decline. Concentration in specific sectors such as infrastructure-related securities may involve greater risk and volatility than more diversified investments including greater exposure to adverse economic regulatory, political, legal and other changes affecting such securities. Dividends are not guaranteed. Securities investments in certain markets present additional risks, including currency fluctuation, political and economic instability, lack of liquidity, and differing legal and accounting standards. These risks are magnified in emerging markets. Stocks of small- and mid-cap companies often experience sharper fluctuations than stocks of large-cap companies. The potential use of derivatives involves a high degree of financial risk, including the risk that the loss on a derivative may be greater than the principal amount invested. There is no guarantee that the Fund will meet its investment objective. Past performance is not a reliable guide to future performance.
