Nuveen U.S. Sustainable Bond Fund
SRI Style:
ESG Plus
SDR Labelling:
Not eligible to use label (out of scope)
Product:
SICAV/Overseas
Fund Region:
USA
Fund Asset Type:
Fixed Interest
Launch Date:
14/10/2015
Last Amended:
Dialshifter (
):
Fund/Portfolio Size:
£188.53m
(as at: 30/11/2025)
ISIN:
IE00BF0NW298, IE00BZ0GCJ52, IE00BZ0GCR37
Sustainable, Responsible
&/or ESG Overview:
No response when requested information from fund manager
Primary fund last amended:
Information directly from fund manager.
Sustainable, Responsible &/or ESG Policy:
Objectives:
The objective of the Fund is to seek favourable long-term risk-adjusted return through income and capital appreciation by investing primarily in a portfolio of U.S. dollar fixed-income securities. The Fund directs capital towards issuers that demonstrate environmental, social and governance leadership and are best positioned to address social and/or climate challenges, or securities that meet Nuveen’s proprietary fixed income direct and measurable Impact Framework.
The Impact Framework is proprietary to the sub investment manager and seeks opportunities to invest in publicly traded fixed-income securities that finance initiatives in areas including affordable housing, community and economic development, renewable energy and climate change, and natural resources.
The Fund invests primarily in U.S. government (federal and state) and, corporate bonds with investment grade credit ratings that are consistent with the Fund’s ESG criteria. At least 80% of the Fund’s portfolio is denominated in U.S. Dollars or hedged back to U.S. Dollars. The Fund may invest up to 35% in non-U.S. issuers, including emerging market issuers, provided that no more than 20% of the Fund's assets shall be invested in corporate fixed-income securities of issuers in any one non-U.S. jurisdiction. The Fund may also invest up to 10% of its Net Asset Value in fixed-income securities with credit ratings below investment grade.
The Fund’s investments are determined based upon the sub investment manager’s belief that the Fund can take advantage of what appear to be undervalued, overlooked or misunderstood issuers that may increase the Fund’s profits. The Fund’s investments in fixed-income securities issued by corporate entities or governments are subject to the Impact Framework or ESG criteria which establish whether the securities of a particular issuer are eligible for inclusion in the Fund.
The Fund is classified as a financial product with a sustainable investment objective as described in Article 9 of SFDR.
(Source: KIID, as at December 2025)
SDR Labelling:
Not eligible to use label (out of scope)
| Fund Name | SRI Style | SDR Labelling | Product | Region | Asset Type | Launch Date | Last Amended |
|
|---|---|---|---|---|---|---|---|---|
Nuveen U.S. Sustainable Bond Fund |
ESG Plus | Not eligible to use label (out of scope) | SICAV/Overseas | USA | Fixed Interest | 14/10/2015 | ||
|
Fund/Portfolio Size: £188.53m (as at: 30/11/2025) ISIN: IE00BF0NW298, IE00BZ0GCJ52, IE00BZ0GCR37 |
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Sustainable, Responsible &/or ESG OverviewNo response when requested information from fund manager |
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Information received directly from Fund Manager |
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Please select what you would like to read:
Sustainable, Responsible &/or ESG Policy:Objectives: The objective of the Fund is to seek favourable long-term risk-adjusted return through income and capital appreciation by investing primarily in a portfolio of U.S. dollar fixed-income securities. The Fund directs capital towards issuers that demonstrate environmental, social and governance leadership and are best positioned to address social and/or climate challenges, or securities that meet Nuveen’s proprietary fixed income direct and measurable Impact Framework. The Impact Framework is proprietary to the sub investment manager and seeks opportunities to invest in publicly traded fixed-income securities that finance initiatives in areas including affordable housing, community and economic development, renewable energy and climate change, and natural resources. The Fund invests primarily in U.S. government (federal and state) and, corporate bonds with investment grade credit ratings that are consistent with the Fund’s ESG criteria. At least 80% of the Fund’s portfolio is denominated in U.S. Dollars or hedged back to U.S. Dollars. The Fund may invest up to 35% in non-U.S. issuers, including emerging market issuers, provided that no more than 20% of the Fund's assets shall be invested in corporate fixed-income securities of issuers in any one non-U.S. jurisdiction. The Fund may also invest up to 10% of its Net Asset Value in fixed-income securities with credit ratings below investment grade. The Fund’s investments are determined based upon the sub investment manager’s belief that the Fund can take advantage of what appear to be undervalued, overlooked or misunderstood issuers that may increase the Fund’s profits. The Fund’s investments in fixed-income securities issued by corporate entities or governments are subject to the Impact Framework or ESG criteria which establish whether the securities of a particular issuer are eligible for inclusion in the Fund. The Fund is classified as a financial product with a sustainable investment objective as described in Article 9 of SFDR. (Source: KIID, as at December 2025) SDR Labelling:Not eligible to use label (out of scope) |
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