Touchstone Funds Earn 2026 LSEG Lipper Awards for 10-Year Performance
Touchstone Funds Earn 2026 LSEG Lipper Awards for 10-Year Performance
Touchstone Ares Credit Opportunities Fund (TARBX) and Touchstone Non-US Equity Fund (TROCX) recognized for 10-year performance in alternative credit and international equity categories
CINCINNATI--(BUSINESS WIRE)--Touchstone Investments (“Touchstone”), known for its Distinctively Active® mutual funds and exchange traded funds (ETFs), announced that its Touchstone Ares Credit Opportunities Fund (TARBX) and Touchstone Non-US Equity Fund (TROCX) have each received a 2026 LSEG Lipper award for their 10-year performance. The Touchstone Ares Credit Opportunities Fund was recognized in the Alternative Credit Focus Funds category, while the Touchstone Non-US Equity Fund was recognized in the International Large-Cap Core classification.
Established in 2015 and sub-advised by a subsidiary of Ares Management Corporation (NYSE: ARES) (“Ares”), the Touchstone Ares Credit Opportunities Fund employs a flexible approach, allocating assets among core and opportunistic investments as market conditions change, and identifying 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.
“Over the past decade, the Touchstone Ares Credit Opportunities Fund has benefited from the ability to move across credit markets and lean into opportunities as they emerge,” said Erik Aarts, Senior Fixed Income Strategist at Touchstone. “That flexibility has been central to navigating different market environments and delivering competitive, risk-aware results over time.”
“It’s a privilege to be recognized for our research-driven approach and our ability to dynamically allocate across an evolving credit landscape,” said Chris Mathewson, Partner in Ares Credit. “We remain focused on uncovering differentiated opportunities that can help investors enhance diversification and achieve attractive risk-adjusted returns.”
Established in 2015 and sub-advised by Rockefeller & Co. (“Rockefeller”), the Touchstone Non-US Equity Fund seeks long-term growth by investing primarily in equity securities of non-U.S. companies. The strategy employs a bottom-up, fundamental approach, evaluating companies based on factors such as competitive advantages, end market growth, management quality, valuation and balance sheet strength. The fund invests across companies of any size but generally focuses on larger, more established businesses, seeking those with high or improving returns on capital, barriers to competition and attractive valuations.
“A long-term, quality-focused approach has been at the core of the Touchstone Non-US Equity Fund since inception,” said Tim Paulin, Senior Vice President, Investments & Product Strategy, at Touchstone. “We believe this positioning will continue to help the strategy navigate evolving global markets and uncover attractive opportunities for investors over time.”
“Rockefeller has a long history of investing in non-US markets. We strive to find high quality businesses that we believe are positioned for long-term outperformance,” said Mike Seo, Co-Head of Equities & Senior Portfolio Manager at Rockefeller. “We are proud to be recognized by Lipper and look forward to continuing to apply our disciplined approach to identify high-quality investment opportunities across non-US markets for our investors.”
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.
About Rockefeller Capital Management
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 32 markets throughout the United States, as well as an office in London. As of January 31, 2026, the Firm was responsible for $204 billion in client assets across its three businesses, Rockefeller Global Family Office, Rockefeller Global Investment Management and Rockefeller Global Investment Banking.
About Ares Management Corporation
Ares Management Corporation (NYSE: ARES) is a leading global alternative investment manager offering clients complementary primary and secondary investment solutions across the credit, real estate, private equity and infrastructure asset classes. We seek to advance our stakeholders’ long-term goals by providing flexible capital that supports businesses and creates value for our investors and within our communities. By collaborating across our investment groups, we aim to generate consistent and attractive investment returns throughout market cycles. As of December 31, 2025, Ares Management Corporation’s global platform had nearly $623 billion of assets under management, with operations across North America, South America, Europe, Asia Pacific and the Middle East. For more information, please visit www.aresmgmt.com.
About LSEG Lipper Fund Awards
The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.
The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. For more information, see lipperfundawards.com. Although LSEG makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by LSEG Lipper.
Contacts
Media Contacts
Touchstone Investments
pro-touchstone@prosek.com
Ares
Jacob Silber
media@aresmgmt.com
Rockefeller Capital Management
mediarelations@rockco.com
