RS GBP Baring Dynamic Emerging Markets
Under normal market conditions:
The Fund will invest at least 80% of its Managed Assets in equity and debt securities issued by real asset related companies located anywhere in the
No more than 40% of the Fund's Managed Assets at the time of investment will be invested in debt securities.
All of the Fund's debt securities may be rated lower than investment grade quality (BB+/Ba1 or lower), and no more than 10% of the Fund's
Managed Assets may be invested in debt securities rated CCC+/Caa1 or lower.
The Fund will invest at least 25% and no more than 75% of its Managed Assets in securities of non-U.S. issuers through the direct investment in
securities of non-U.S. companies and through depositary receipts. Non-U.S. companies are those (i) whose securities are traded principally on a
stock exchange or over-the-counter in a non-U.S. country, (ii) that are organized under the laws of and have a principal office(s) in a non-U.S.
country or (iii) that have at least 50% of their revenues, profits or assets in non-U.S. countries.
The Fund may invest up to 50% of its Managed Assets in securities of issuers located in emerging markets.
The Fund may invest up to 10% of its total assets in securities of other open- or closed-end investment companies (including ETFs) that invest
primarily in securities of the types in which the Fund may invest directly.
The Fund will not invest in collateralized debt obligations or collateralized loan obligations.
For purposes of investment rating limitations in this prospectus, a security is considered to have the highest rating assigned to it by a rating agency or, in
the case of an unrated security, to have the same rating as rated securities judged by Nuveen Asset Management to be of comparable quality. Investment rating
limitations are considered to apply only at the time of investment and will not be considered violated unless an excess or deficiency occurs or exists immediately
after and as a result of an acquisition of securities.
Options Strategy. The Fund will employ, to a limited extent, an integrated and dynamic option writing strategy focused on securities issued by real asset
related companies (the "Options Strategy") that seeks to produce option premiums for the purpose of enhancing the Fund's risk-adjusted total returns over time.
Option premiums generated by this strategy may also enable the Fund to more efficiently implement its distribution policy.
The Fund intends primarily to write (sell) custom basket call options on real estate securities. A custom basket call option is a single, OTC, "European
style" contract on a group of securities constructed to track an index within parameters determined by NAM. As the option is "European style," generally it only
may be exercised on its expiration date. In selecting real estate securities for each custom basket, the Fund will seek to minimize the difference between the
returns of the underlying stocks of the custom basket and an index of real estate securities (commonly referred to as tracking error) and, at the same time,
maximize exposure to securities that the portfolio managers believe are less likely to outperform the relevant market benchmarks over time. Securities selected
for each custom basket will primarily consist of underweighted positions relative to the relevant market benchmarks, and may include securities held and not held
in the Fund's portfolio. The objective in structuring these custom baskets is to produce option premiums without limiting the upside potential for
|Global Branding Name||Nuveen|
|Manager 1 Name||Jeffrey Schmitz|
|Manager 2 Name||Jay Rosenberg|
|Fund Structure||Closed Ended Investment Company|
|UCITS 3 compliant||no|
|Return - 1 Month||-2.87%|
|Return - 2 Months||-6.25 %|
|Return - 3 Months||-3.89%|
|Return - 6 Months||0.00 %|
|Return - 9 months||0.00 %|
|Return - 12 Months||0.00%|
|Annualized return 24 months||0.00 %|
|Annualized return 36 months||0.00 %|
|Annualized return 48 months||0.00 %|
|Annualized return 60 months||0.00 %|
|Return 120 months||0.00 %|
|Annualized return since Inception||-1.61%|
|Maximum Managment Charge||2.90 %|
|Exit charge||0.00 %|
|Performance Fee||0.00 %|
|Contact Address||Nuveen Investment Trust|
|Contact Address 2||JOHN NUVEEN & CO INC|
|Contact Address 3||CHICAGO MA 60606|
|Contact country||United States|
|Fund Admin Group||Nuveen|
|Last Price Date||2015-02-25|
|Price change (percentage)||-0.34 %|