Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Nuveen Preferred Securities and Income Fund;I

Ranked 19 out of 357 in - US Dollar over 12 months
All calculations are in USD unless stated

Managed by

Douglas M. Baker

Douglas M. Baker holds more than 15 years of experience in the financial services industry. In 2006 he joined Nuveen Asset Management as a vice president and derivatives analyst, and later that year his responsibilities expanded to include portfolio management duties. He started his career at Bank of America where he spent five years before moving to Lehman Brothers. Douglas studied finance at the University of Illinois where received a BA. He also has an MBA in finance and economics from the University of Chicago and is a CFA charterholder and a member of the CFA Institute and the CFA Society of Chicago.

Brenda A. Langenfeld

Objective

The Fund seeks to provide a high level of current income and total return. Under normal circumstances, the Fund will invest at least 80% of its net assets in preferred securities. The majority of preferred securities in which the Fund invests will be rated BBB or higher at the time of purchase.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US Dollar over : 31/01/2017 - 31/01/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 11.2% 4.1% 3.8% 1.7% 1.2%
2016 5.3% -0.3% 2.6% 3.5% -0.4%
2015 4.6% 2.6% -0.2% 0.0% 2.2%
2014 9.1% 4.4% 3.5% -0.1% 1.1%
2013 4.7% 3.5% -0.9% 0.0% 2.0%
2012 25.2% 10.9% 0.9% 7.4% 4.2%
2011 -0.4% 3.6% 1.7% -8.0% 2.6%
2010 19.1% 7.0% -1.3% 10.8% 1.8%
2009 43.8% -22.8% 49.7% 17.2% 6.1%
2008 -24.5% 1.4% -2.3% -22.8% -1.3%
2007 -9.9% 0.3% -0.9% -2.2% -7.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Chile
  2. United States

Fund Info

  • Launch date19/12/2006
  • Share Class size2,911Mn
  • Base currencyUSD
  • ISIN US6707004007

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management0.67%

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