Touchstone Investments (“Touchstone”), known for its Distinctively Active® mutual funds and exchange traded funds (ETFs), has announced that its Touchstone Ares Credit Opportunities Fund (TARBX) received a 2025 LSEG Lipper award in the Alternative Credit Focus Funds category for its five-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, visit www.lipperfundawards.com.
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 $525 billion of assets under management, with operations across North 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.
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.
