Skip to Main Navigation Skip to Main Content

Update: Touchstone Funds Changes

Touchstone Investments •
black and white glass ceiling

CINCINNATI (June 20, 2019) – Touchstone Investments announced that, after careful consideration, the Board of Trustees of the Touchstone Funds approved several proposals at its May 16, 2019 meeting.

  • Touchstone Sustainability and Impact Equity Fund Name Change. The Fund will be renamed the Touchstone Global ESG Equity Fund on or about July 29, 2019. There will be no changes to the investment strategies of the Fund and the current investment process of the Fund’s sub-advisor, Rockefeller & Co. LLC (“Rockefeller”), will remain the same.
  • Touchstone Premium Yield Equity Fund Change in Name, Sub-Advisor and Investment Strategy. The Fund’s name will be changed to the Touchstone International ESG Fund on or about August 23, 2019. Concurrent with this change, Rockefeller will be appointed sub-advisor to the Fund and the Fund's investment goal and principal investment strategy will be changed. The Touchstone International ESG Fund will seek long-term growth of capital by primarily investing in equity securities of non-U.S. companies that meet certain financial and environmental, social and governance criteria.
  • Proposed Reorganization of the Touchstone Credit Opportunities Fund. The Fund will be reorganized into the Touchstone Credit Opportunities II Fund pending shareholder approval, based upon the recommendation that the reorganization was advisable to provide potential efficiencies and economies of scale. Each Fund has the same investment goal: seeking absolute total return, primarily from income and capital appreciation. Each Fund is sub-advised by Ares Capital Management II, LLC. The reorganization is expected to be completed on or about August 23, 2019.
  • Reduction in Advisory Fee and Expense Limitations. Expenses for Touchstone Small Cap Fund, Touchstone Mid Cap Fund and Touchstone Large Cap Fund, each sub-advised by The London Company, are reduced effective June 1, 2019.

Please consider the investment objectives, risks, charges and expenses of a Fund carefully before investing. The prospectus and the summary prospectus contain this and other information about the Fund. To obtain a prospectus or a summary prospectus, contact your financial advisor or download and/or request one at TouchstoneInvestments.com/resources or call Touchstone at 800.638.8194. Please read the prospectus and/or summary prospectus carefully before investing.

About Touchstone Investments
Touchstone Investments is a Distinctively Active mutual fund company committed to providing investors with access to institutional asset managers who provide active management in a sub-advisory capacity. Managed by sub-advisors with high-conviction, concentrated portfolios, Touchstone’s entire equity fund lineup is composed of high Active Share funds, which means their holdings are highly differentiated from their benchmarks. Touchstone’s sub-advisor selection and monitoring approach is built upon the conviction that an asset manager’s organizational stability, quality of its personnel, adherence to its investment discipline and infrastructure represent the elements of repeatable, value-added performance results over time. This philosophy has resulted in a diverse but focused product offering that gives investors a full breadth of investment options across styles and asset classes.

The Touchstone Funds are advised by Touchstone Advisors, Inc., a registered investment advisor, and are distributed nationally through intermediaries, including broker-dealers, financial planners and institutions by Touchstone Securities, Inc., a registered broker-dealer and member FINRA/SIPC. Touchstone, Touchstone Funds and Touchstone Investments are federal service mark registrations and applications owned by IFS Financial Services, Inc. Touchstone Securities, Inc., Touchstone Advisors, Inc., and IFS Financial Services, Inc., are members of Western & Southern Financial Group. For more information, visit TouchstoneInvestments.com.

Ready to Continue?

You have clicked a link to access information on a new website, so you will be leaving westernsouthern.com

Because this new site is independent, Western & Southern Financial Group neither manages nor assumes responsibility for its content. 

Are you ready to move forward?