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Nuveen Winslow U.S. Large-Cap Growth ESG Fund

Nuveen Winslow U.S. Large-Cap Growth ESG Fund

Important fund notice

Effective 18 June 2024, Calvin Bohman was added as portfolio manager to the strategy, joining Justin Kelly, Patrick Burton and Steven Hamill. This update did not impact the overall investment strategy.

Fund description

The Fund seeks to provide long-term capital appreciation by investing primarily in growth-oriented equity securities of large-cap U.S. companies that demonstrate sustainable ESG characteristics.

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

Winslow Capital seeks to outperform the benchmark over the long term and utilises an investment process driven by fundamental analysis with an underlying valuation discipline:  

  • Identify investment universe using a quantitative screen of large capitalisation companies
  • Qualitatively assess and identify purchase candidates through bottom-up research
  • Conduct active research review, seeking quality companies with above-average earnings growth
  • Apply valuation disciplines to further narrow purchase candidates
  • Assess ESG & controversy inputs to emphasize leaders, avoid laggards and exclude companies with material ESG concerns
  • Construct portfolio of approximately 50-60 stocks that is distinguishable from the benchmark

Pricing

ISIN SHARE CLASS CLASS CURRENCY NAV Change % Change
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Annualized performance

ISIN SHARE CLASS CLASS CURRENCY 1 YR 3 YR 5 YR 10 YR SINCE INCEPTION INCEPTION DATE
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Past performance does not predict or guarantee future results. The maximum sales charge for Class A & C share classes is 5.00%; there are no sales charges on Class I & P shares. NAV performance (without sales charge) does not reflect the current maximum sales charge. Performance would have been lower if sales charges were included. Current performance may be lower or higher than performance shown. Fund returns include the reinvestment of dividends, interest, and other earnings and the deduction of Fund operating expenses and management fees. For performance current to the most recent month-end visit nuveenglobal.com. Investment returns and principal value of the Fund will fluctuate, and shares may be worth more or less than their original cost when redeemed. Returns do not reflect the deduction of taxes and/or redemption fees. The base currency of the Fund is USD. Returns may increase or decrease as a result of currency and exchange rate fluctuations between the base currency of the Fund and the currency in which an investor subscribes.


Cumulative performance

ISIN SHARE CLASS CLASS CURRENCY 1 YR 3 YR 5 YR 10 YR SINCE INCEPTION INCEPTION DATE
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Past performance does not predict or guarantee future results. The maximum sales charge for Class A & C share classes is 5.00%; there are no sales charges on Class I & P shares. NAV performance (without sales charge) does not reflect the current maximum sales charge. Performance would have been lower if sales charges were included. Current performance may be lower or higher than performance shown. Fund returns include the reinvestment of dividends, interest, and other earnings and the deduction of Fund operating expenses and management fees. For performance current to the most recent month-end visit nuveenglobal.com. Investment returns and principal value of the Fund will fluctuate, and shares may be worth more or less than their original cost when redeemed. Returns do not reflect the deduction of taxes and/or redemption fees. The base currency of the Fund is USD. Returns may increase or decrease as a result of currency and exchange rate fluctuations between the base currency of the Fund and the currency in which an investor subscribes.


Percentage growth

ISIN Performance Year 1 (%) Performance Year 2 (%) Performance Year 3 (%) Performance Year 4 (%) Performance Year 5 (%) Performance Year 6 (%) Performance Year 7 (%) Performance Year 8 (%) Performance Year 9 (%) Performance Year 10 (%)
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Past performance does not predict or guarantee future results. Fund returns include the reinvestment of dividends, interest, and other earnings and the deduction of Fund operating expenses and management fees. Returns do not reflect the deduction of taxes and/or redemption fees.


Distribution history

ISIN SHARE CLASS CURRENCY RECORD DATE EX-DIVIDEND PAYABLE DATE REINVEST DATE DIVIDEND RATE PER SHARE
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Nuveen Global Investors Fund PLC (The “Company”) is an umbrella fund, with segregated liability between sub-funds, established as an open-ended investment company with variable capital and incorporated with limited liability under the laws of Ireland with registered number 434562. It is authorized by the Central Bank of Ireland pursuant to the European Communities (Undertaking for Collective Investment in Transferable Securities) Regulations 2011. Certain share classes of the Nuveen Real Assets Income Fund are registered for public offer and sale in Belgium, the Republic of Ireland, Germany, the Netherlands, Sweden, Switzerland and the United Kingdom and for institutional sales in Norway and Singapore (as a Restricted Scheme). Fund shares may be otherwise sold on a private placement basis depending on the jurisdiction. The Fund is available only to non-U.S. Investors.  Securities offered through Nuveen Securities, LLC, member FINRA and SIPC and its authorized sub-distributors.

Effective 21 Mar 2023, Steven M. Hamill was added as a portfolio manager on the strategy.

Important information on risk

Responsible investing incorporates Environmental Social Governance (ESG) factors that may affect exposure to issuers, sectors, industries, limiting the type and number of investment opportunities available, which could result in excluding investments that perform well.

Additional information

A Prospectus is available for Nuveen Global Investors Fund (the Company) and Key Investor Information Documents (KIIDs) are available for each share class of each of the sub-funds of the Company. In addition, a summary of investor rights is also available. Before investing, carefully consider fund investment objectives, risks, charges and expenses. For this and other information that should be read carefully, the Company's Prospectus, the KIIDs and the summary of investor rights can be obtained from Nuveen.com/global. The KIIDs are available in one of the official languages of each of the EU Member States into which each sub-fund has been notified for marketing under the Directive 2009/65/EC (the UCITS Directive).

The sub-funds of the Company are currently notified for marketing into a number of EU Member States under the UCITS Directive. Nuveen Global Investors Fund can terminate such notifications for any share class and/or sub-fund of the Company at any time using the process contained in Article 93a of the UCITS Directive.

Nuveen Global Investors Fund PLC is an umbrella fund, with segregated liability between sub-funds, established as an open-ended investment company with variable capital and incorporated with limited liability under the laws of Ireland with registered number 434562. It is authorized by the Central Bank of Ireland pursuant to the European Communities (Undertaking for Collective Investment in Transferable Securities) Regulations 2011.

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