As a Sentinel shareholder, we are pleased to welcome you to Touchstone Investments (“Touchstone”). This document provides important information regarding your account(s) servicing effective October 30, 2017. Please retain this information for future use.
At Touchstone, we believe that our shareholders deserve nothing less than excellence in investment management. We have created a mutual fund product line that we believe provides innovative solutions to help shareholders achieve their financial goals. The newly combined Touchstone Funds will include 39 mutual funds across asset classes and investment styles for both retail and institutional investors.
CINCINNATI – Oct. 30, 2017 – Touchstone Investments announced the completion of its acquisition of Sentinel mutual funds, formerly managed by a subsidiary of National Life Holding Company. The addition of these funds brings Touchstone’s total fund lineup to 39 and assets under management to $19.5 billion. The planned acquisition was announced in April.
"The acquisition of Sentinel funds is perfectly suited to Touchstone as it satisfies two primary objectives. First, it brings scale to several of our more popular funds, potentially resulting in lower expenses for shareholders. Second, it opens the door for larger investment opportunities. The addition of the former Sentinel Small Company Fund and the Sentinel International Equity Fund brings Touchstone two respected portfolio management teams and funds that many of our clients will find very attractive, particularly in today’s environment," said Steven M. Graziano, president of Touchstone Investments.
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 for Touchstone Funds, contact your financial advisor or download and/or request one at TouchstoneInvestments.com/literature-center or call Touchstone at 800-638-8194; for Sentinel Funds please click on sentinelinvestments.com. Please read the prospectus and/or summary prospectus carefully before investing.
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.