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Incapital and Nuveen Asset Management launch equity unit trust based on Bob Doll’s 2015 predictions


Incapital and Nuveen Asset Management have launched an equity unit trust based on the 2015 predictions of well-known Nuveen portfolio manager and strategist Bob Doll. 

This is the second consecutive year these two investment firms have partnered to bring such a portfolio to market.

The Nuveen 2015 Equity Outlook Portfolio, deposited on 14 January, is designed to offer: 

• The potential for capital appreciation for investors willing to accept associated equity market risks

• A high-conviction portfolio from an experienced portfolio manager and widely followed market strategist

• A portfolio approach seeking to limit uncompensated risk

• Investment opportunities not fully reflected in today's stock market valuations

"We are pleased to partner again with Nuveen Asset Management to offer an equity trust product designed specifically for the upcoming market environment," says Phil Johnson, President of Incapital. "This partnership reflects our commitment to deliver diversified investment options to help investors meet their goals."

"Bob Doll's portfolio investment expertise, market insights, and Ten Predictions are highly respected and sought after in the investment community," says William T Huffman, President of Nuveen Asset Management. "The Nuveen 2015 Equity Outlook Portfolio addresses the needs of investors seeking an equity trust option from an experienced portfolio manager and strategist, as well as two firms with a proven track record of innovative product development."  

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