Touchstone Ares Credit Opportunities Fund Receives 2025 LSEG Lipper Award
Touchstone Ares Credit Opportunities Fund (TARBX) has been awarded the 2025 LSEG Lipper award in the Alternative Credit Focus Funds category for its outstanding 5-year performance, competing against 21 funds and 75 share classes.
The fund, established in 2015 and sub-advised by an Ares Management (NYSE: ARES) subsidiary, employs a flexible strategy by allocating assets between core and opportunistic investments based on market conditions. TARBX focuses on identifying companies and securities offering attractive relative values compared to their fundamental credit risk, with the primary objective of achieving total return through income and capital appreciation by investing in global debt securities.
Touchstone Ares Credit Opportunities Fund (TARBX) ha ricevuto il premio LSEG Lipper 2025 nella categoria Fondi di Credito Alternativo per le sue eccezionali performance quinquennali, competendo contro 21 fondi e 75 classi di azioni.
Il fondo, istituito nel 2015 e consigliato da una sussidiaria di Ares Management (NYSE: ARES), adotta una strategia flessibile allocando risorse tra investimenti core e opportunistici in base alle condizioni di mercato. TARBX si concentra sull'identificazione di aziende e titoli che offrono valori relativi attraenti rispetto al loro rischio di credito fondamentale, con l'obiettivo principale di ottenere un rendimento totale attraverso entrate e apprezzamento del capitale investendo in titoli di debito globali.
Touchstone Ares Credit Opportunities Fund (TARBX) ha sido galardonado con el premio LSEG Lipper 2025 en la categoría de Fondos de Crédito Alternativo por su destacada actuación en los últimos 5 años, compitiendo contra 21 fondos y 75 clases de acciones.
El fondo, establecido en 2015 y asesorado por una subsidiaria de Ares Management (NYSE: ARES), emplea una estrategia flexible al asignar activos entre inversiones centrales y oportunistas según las condiciones del mercado. TARBX se enfoca en identificar empresas y valores que ofrecen atractivos valores relativos en comparación con su riesgo de crédito fundamental, con el objetivo principal de lograr un rendimiento total a través de ingresos y apreciación del capital mediante la inversión en valores de deuda globales.
Touchstone Ares Credit Opportunities Fund (TARBX)는 2025 LSEG Lipper 상을 대체 신용 집중 펀드 부문에서 5년간의 뛰어난 성과로 수상하였으며, 21개의 펀드와 75개의 주식 클래스와 경쟁하였습니다.
2015년에 설립된 이 펀드는 Ares Management (NYSE: ARES)의 자회사가 자문을 제공하며, 시장 상황에 따라 핵심 및 기회 투자 간에 자산을 배분하는 유연한 전략을 채택합니다. TARBX는 기본 신용 위험에 비해 매력적인 상대 가치를 제공하는 기업과 증권을 식별하는 데 중점을 두며, 글로벌 채무 증권에 투자하여 수익 및 자본 증가를 통해 총 수익을 달성하는 것을 주요 목표로 합니다.
Touchstone Ares Credit Opportunities Fund (TARBX) a reçu le prix LSEG Lipper 2025 dans la catégorie Fonds de Crédit Alternatif pour sa performance exceptionnelle sur 5 ans, en compétition avec 21 fonds et 75 classes d'actions.
Le fonds, établi en 2015 et conseillé par une filiale de Ares Management (NYSE: ARES), adopte une stratégie flexible en allouant des actifs entre des investissements de base et opportunistes en fonction des conditions du marché. TARBX se concentre sur l'identification d'entreprises et de titres offrant des valeurs relatives attractives par rapport à leur risque de crédit fondamental, avec l'objectif principal d'atteindre un rendement total par le biais de revenus et d'appréciation du capital en investissant dans des titres de créance mondiaux.
Touchstone Ares Credit Opportunities Fund (TARBX) wurde mit dem LSEG Lipper Award 2025 in der Kategorie Alternative Kreditfonds für seine herausragende 5-Jahres-Leistung ausgezeichnet und trat gegen 21 Fonds und 75 Aktienklassen an.
Der 2015 gegründete Fonds, der von einer Tochtergesellschaft von Ares Management (NYSE: ARES) beraten wird, verfolgt eine flexible Strategie, indem er Vermögenswerte je nach Marktbedingungen zwischen Kern- und opportunistischen Investitionen aufteilt. TARBX konzentriert sich darauf, Unternehmen und Wertpapiere zu identifizieren, die im Vergleich zu ihrem grundlegenden Kreditrisiko attraktive relative Werte bieten, mit dem Hauptziel, eine Gesamtrendite durch Einkommen und Kapitalwachstum durch Investitionen in globale Schuldtitel zu erzielen.
- Won prestigious 2025 LSEG Lipper award for 5-year performance
- Demonstrated strong relative performance over a 5-year period
- Successfully competed against 21 funds and 75 share classes
- None.
TARBX named best-in-class Alternative Credit Focus Fund for its 5-year performance
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
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 provide flexible capital to support businesses and create value for our stakeholders 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, 2024, including the acquisition of GCP International which closed on March 1, 2025, Ares Management Corporation’s global platform had over
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 Lipper makes reasonable efforts to ensure the accuracy and reliability of the data used contained herein, their accuracy is not guaranteed by LSEG Lipper.
LSEG Lipper Fund Awards, ©2025 LSEG. All rights reserved. Used under license. Lipper Funds category rankings are based on total return, do not take sales charges into account, and are calculated against all funds in each fund’s respective Lipper category as of 12.31.24. LSEG Lipper Fund Awards are based on the INST shares of the Fund. Other shares have different performance characteristics. Current Fund performance may be higher or lower than the performance that was calculated for the award. Past performance is no guarantee of future results. Past performance is no guarantee of future results.
LSEG Lipper fund awards do not constitute and are not intended to constitute investment advice or an offer to sell or the solicitation of an offer to buy any security of any entity in any jurisdiction. Past performance is no guarantee of future results.
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Media Contacts
Prosek Partners for Touchstone Investments
pro-touchstone@prosek.com
Ares Management Corporation
Jacob Silber
media@aresmgmt.com
Source: Touchstone Investments
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