TARBX named best-in-class Alternative Credit Focus Fund for its 5-year performance
CINCINNATI, March 17, 2025–(BUSINESS WIRE)–Touchstone Investments (“Touchstone”), known for its Distinctively Active® mutual funds and exchange traded funds (ETFs), announced today that its Touchstone Ares Credit Opportunities Fund (TARBX) has received a 2025 LSEG Lipper award in the Alternative Credit Focus Funds category for its 5-year performance (out of 21 funds and 75 share classes).
Established in 2015 and sub-advised by a subsidiary of Ares Management Corporation (NYSE: ARES) (“Ares”), the Touchstone Ares Credit Opportunities Fund employs flexibility by allocating assets among core investments and opportunistic investments as market conditions change, as well as identifies companies and securities that are believed to offer attractive relative values when compared to their fundamental credit risk. The fund’s objective is to seek total return, primarily from income and capital appreciation, by investing primarily in global debt securities.
“This recognition from Lipper is reflective of our dedication to offering flexible, actively managed investment options for financial professionals looking to provide expanded access to the growing opportunity set in credit,” said Erik Aarts, senior fixed income strategist at Touchstone Investments. “With a focus on delivering return and managing risk, we are proud of the strong relative performance TARBX has delivered over the past five years.”
“It is an honor to be recognized for our deep research, flexibility and ability to adapt to market conditions in an increasingly complex credit marketplace,” said Chris Mathewson, Partner in the Ares Credit Group. “We look forward to continuing to provide investors access to compelling opportunities that offer diversification and attractive returns.”
LSEG Lipper Fund Awards pay tribute to outstanding fund performance. For more than three decades, these awards have recognized funds and fund management firms for their consistently strong risk-adjusted three-, five-, and ten-year performance relative to their peers. Based on Lipper’s quantitative, proprietary methodology, the awards reflect a truly independent and uncompromised assessment of fund performance. For more information, please visit www.lipperfundawards.com.
About Touchstone Investments
Touchstone’s commitment to being Distinctively Active is what sets us apart. Recognizing that not all fund companies are created equal, we actively apply an integrated and rigorous approach for identifying and partnering with highly skilled asset managers who act in a sub-advisory capacity. Their expertise, disciplined investment processes and employment of active management provide the differentiation required for robust portfolio construction. Touchstone offers a full breadth of investment options across styles and asset classes, including U.S. equity, international equity, income and multi-asset funds. The Touchstone Funds are advised by Touchstone Advisors, Inc., a registered investment adviser, and are distributed nationally through intermediaries including broker-dealers, registered investment advisers, institutions and others 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, please visit TouchstoneInvestments.com.