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Touchstone Investments to Take Action on Smaller Funds With Limited Growth Potential

Touchstone Investments •
Skyscraper reflections in tower facade

Touchstone Investments announced that, after careful consideration, the Board of Trustees of the Touchstone Funds approved the items summarized below at its May 21, 2020 meeting. For more information, please review each item below or contact us at 800-543-0407.

1. Touchstone International Small Cap Fund.  Effective September 12, 2020, the name of the Touchstone International Small Cap Fund will be changed to Touchstone International Growth Fund and DSM Capital Partners LLC will be appointed sub-advisor to the Touchstone International Growth Fund. The investment goal, principal investment strategies and benchmark of the Touchstone International Growth Fund will reflect DSM’s strategy that is currently being utilized in the Touchstone International Growth Opportunities Fund.  The expense cap of the Fund will be modified effective September 12, 2020.  

Effective immediately, Russell Investments Implementation Services will serve as interim sub-advisor to the Fund during the period from May 22, 2020 through September 11, 2020.

Please read the prospectus supplement for more information.  

2. Touchstone International Growth Opportunities Fund.  Effective September 12, 2020, the Touchstone International Growth Opportunities Fund will be merged into the Touchstone International Growth Fund (formerly Touchstone International Small Cap Fund as discussed above).  The impact of the merger will create a single fund sub-advised by DSM Capital Partners and apply the goal and principal investments strategies reflective of the current Touchstone International Growth Opportunities Fund.  The symbols for the merged Fund effective September 12, 2020 will be Class A Share – TNSAX; Class C Shares – TNSCX; Class Y Shares – TNSYX and Class INST Shares – TNSIX.

Please read the prospectus supplement for more information. 

3. Touchstone Dynamic Equity Fund. Effective September 12, 2020, the name of the Touchstone Dynamic Equity Fund will be changed to the Touchstone Anti-Benchmark® US Core Equity Fund and TOBAM S.A.S. will be appointed sub-advisor. The investment goal and principal investment strategies will reflect TOBAM’s strategy that is currently utilized in the Touchstone Anti-Benchmark® US Core Equity Fund.  The expense cap of the Fund will be modified effective September 12, 2020.

Please read the prospectus supplement for more information. 

4. Touchstone Anti-Benchmark® US Core Equity Fund. Effective September 12, 2020, the Touchstone Anti-Benchmark® US Core Equity Fund will be merged into the Touchstone Anti-Benchmark® US Core Equity Fund (formerly Touchstone Dynamic Equity Fund as discussed above).  The impact of the merger will create a single fund sub-advised by TOBAM S.A.S. and apply the goal and principal investment strategies reflective of the current Touchstone Anti-Benchmark® US Core Equity Fund.  The symbols for the merged Fund effective September 12, 2020 will be Class A Share – TDEAX; Class C Shares – TDECX; Class Y Shares – TDEYX and Class INST Shares – TDELX.

Please read the prospectus supplement for more information. 

Shareholders will be receiving additional documentation.

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 professional 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.
 
Company Contact:
Sharon Karp
Touchstone Investments
513-362-8026
sharon.karp@touchstonefunds.com

Media Contact:
José Marques
Western & Southern Financial Group
513-629-1488
jose.marques@westernsouthern.com

 

 

Investment return and principal value of an investment in a Fund will fluctuate so that investor's shares, when redeemed, may be worth more or less than their original cost. All investing involves risk.

Please consider the investment objectives, risks, charges and expenses of the 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 professional or download and/or request one on the resources section or call Touchstone at 800-638-8194. Please read the prospectus and/or summary prospectus carefully before investing.

Touchstone Funds are distributed by Touchstone Securities, Inc.*
*A registered broker-dealer and member FINRA/SIPC.

Not FDIC Insured | No Bank Guarantee | May Lose Value