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Nuveen NWQ Flexible Income A USD Acc

Ranked 19 out of 63 in - Flexible USD over 12 months
All calculations are in GBP unless stated

Objective

The objective of the Fund is to seek to provide current income and capital appreciation. The Fund generally invests in debt and equity securities of companies that the sub investment manager believes may be undervalued by the market, relative to their assets and earnings. The Fund normally invests at least 80% of its net assets in income producing debt and equity securities. At least 65% of the Funds net assets are invested in preferred stocks and debt securities.

Showing fund performance in United Kingdom View performance globally

Performance

Flexible USD over : 28/02/2018 - 28/02/2019

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 0.5% -4.4% 6.3% 2.7% -3.7%
2017 -1.6% 2.0% -1.0% -2.4% -0.1%
2016 29.6% 5.0% 10.7% 7.3% 3.9%
2015 4.8% 7.6% -5.9% -0.2% 3.8%
2014 13.3% 4.3% 1.2% 4.5% 2.8%
2013 -1.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany
  2. Ireland
  3. Luxembourg
  4. Netherlands
  5. Norway
  6. Sweden
  7. Switzerland
  8. United Kingdom

Fund Info

  • Launch date19/09/2013
  • Share Class size36Mn
  • Base currencyUSD
  • ISIN IE00BD3QFH79

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management1.25%
  • Initial investment1.25%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).