Nuveen Fund revises investment policies

Published 30/04/2025, 13:16
Nuveen Fund revises investment policies

Nuveen Global High Income Fund (NYSE:JGH), a $287 million closed-end fund currently offering an attractive 10% dividend yield, has announced changes to its investment policies, effective today, allowing for a more flexible allocation of assets, particularly in emerging markets debt securities. According to InvestingPro data, the fund has maintained consistent dividend payments for 11 consecutive years. The fund, managed out of Chicago, Illinois, previously maintained a policy of investing at least 40% of its managed assets in issuances outside of the United States, with a maximum of 25% in emerging market countries.

With the new policy, this restriction has been lifted, although the fund still intends to invest at least 30% of its managed assets in international securities, including those in emerging markets. This shift is part of the fund’s strategy to leverage its broad investment mandate more opportunistically. The fund’s strategy appears to be working well, as InvestingPro analysis shows a GREAT financial health score of 3.31, despite the fund being down 0.39% year-to-date.

Additionally, the fund has updated its portfolio contents to include investments in collateralized loan obligations (CLOs) and other collateralized debt obligations (CDOs), which are considered global income-producing securities. These types of asset-backed securities can include pools of loans, such as senior secured and unsecured loans, and may involve management fees and administrative expenses.

The fund has also supplemented its principal risk factors to reflect the potential risks associated with catastrophe bonds, which are subject to losses contingent upon specific trigger events like natural disasters. The update includes risks pertaining to CDOs and CLOs, such as the potential inadequacy of distributions from collateral assets and the complex structure of these investments. Risks of investing in distressed or defaulted securities and the extension risk associated with non-agency residential mortgage-backed securities (RMBS) and commercial mortgage-backed securities (CMBS) were also outlined.

This information is based on a press release statement filed with the U.S. Securities and Exchange Commission (SEC) on April 30, 2025. Investors are encouraged to consider these changes and risk factors in conjunction with the fund’s other disclosed risks in its annual report and subsequent SEC filings. For a deeper analysis of JGH’s performance and risk metrics, including additional ProTips and comprehensive financial health indicators, investors can access detailed insights through InvestingPro.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.