Date post: | 18-Nov-2014 |
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PUTTING THE NEW 60/40 PUTTING THE NEW 60/40 TO WORKTO WORKMATCHING OFI FUNDS MATCHING OFI FUNDS
TO THE INVESTING TO THE INVESTING STRATEGYSTRATEGY
Not FDIC Insured May Lose Value Not Bank Guaranteed
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OPPENHEIMER GLOBAL FUND OPPENHEIMER GLOBAL FUND
(OPPAX) (OPPAX) (30%–40%)
What solutions could this fund provide?
◆◆ Seeks to expand growth opportunities to
provide comprehensive exposure to some of
the world’s best companies
OPPENHEIMER DEVELOPING MARKETS OPPENHEIMER DEVELOPING MARKETS
FUND (ODMAX)FUND (ODMAX) (10%–15%)
What solutions could this fund provide?
◆◆ Specialized emerging market investment
capabilities
◆◆ Seeks to expand growth opportunities by
including local and global companies that
potentially benefit from emerging market growth
◆◆ Relatively modest correlations with developed
market equities
OPPENHEIMER INTERNATIONAL GROWTH OPPENHEIMER INTERNATIONAL GROWTH
FUND (OIGAX)FUND (OIGAX) (15%–20%)
What solutions could this fund provide?
◆◆ Seeks to expand growth opportunities by
including companies outside the U.S.
◆◆ Brings equity exposure in line with global
market capitalizations
◆◆ Provides potential opportunities in industries
not well represented in the U.S.
OPPENHEIMER RISING DIVIDENDS FUND OPPENHEIMER RISING DIVIDENDS FUND
(OARDX) OR OPPENHEIMER EQUITY (OARDX) OR OPPENHEIMER EQUITY
INCOME FUND (OAEIX)INCOME FUND (OAEIX) (15%–20%)
What solutions could these funds provide?
◆◆ Potential growth opportunities of multinational
companies
◆◆ May provide potentially higher real yields than
U.S. Treasuries
is about building portfolios that address the needs for
growth, real income and managing specific risks. The funds
highlighted below, while not exhaustive, may provide solutions
for many of the problems facing investors.
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OPPENHEIMER GLOBAL STRATEGIC OPPENHEIMER GLOBAL STRATEGIC
INCOME FUND (OPSIX)INCOME FUND (OPSIX) (25%–30%)
What solutions could this fund provide?
◆◆ Multi-sector approach may provide attractive
current income with potentially reduced volatility
◆◆ May provide protection against rising interest
rates, domestic and imported inflation, and
dollar weakness
OPPENHEIMER DIVERSIFIED ALTERNATIVES OPPENHEIMER DIVERSIFIED ALTERNATIVES
FUND (ODAAX) FUND (ODAAX) (10%–15%)
What solutions could this fund provide?
◆◆ Provides exposure to Master Limited Partnerships,
Real Estate Investment Trusts, currencies, gold
equities and commodities
◆◆ May potentially protect against domestic and
imported inflation, as well as dollar weakness
◆◆ Seeks to provide investors with an alternative source
of income
OPPENHEIMER INTERNATIONAL BOND FUND OPPENHEIMER INTERNATIONAL BOND FUND
(OIBAX)(OIBAX) (8%–10%)
What solutions could this fund provide?
◆◆ Seeks to provide access to higher yields than are
available domestically
◆◆ Offers foreign exchange exposure, which may
potentially protect against dollar weakness
◆◆ Provides a potential hedge against the effects of
import price inflation
OPPENHEIMER SENIOR FLOATING RATE OPPENHEIMER SENIOR FLOATING RATE
FUND (OOSAX)FUND (OOSAX) (8%–10%)
What solutions could this fund provide?
◆◆ Potentially higher real yields than government-
related bonds
◆◆ Potentially protects against risks associated
with rising interest rates
OPPENHEIMER SMALL- & MID-CAP OPPENHEIMER SMALL- & MID-CAP
GROWTH FUND (OEGAX)GROWTH FUND (OEGAX) (10%–15%)
What solutions could this fund provide?
◆◆ Potential growth benefits driven primarily by
micro rather than macro factors
◆◆ Relatively modest correlations with larger
cap counterparts
*Credit barbell includes 8%–10% in cash or government-related securities.
**
Alternative asset classes may be volatile and are subject to liquidity risk. Fixed income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall, and the Fund’s share price can fall. Foreign investments may be volatile and involve additional expenses and special risks, including currency fluctuations, foreign taxes and political and economic uncertainties. Emerging and developing market investments may be especially volatile. Derivative instruments, investments whose values depend on the performance of an underlying security, asset, interest rate, index or currency, entail potentially higher volatility and risk of loss compared to traditional stock or bond investments. Currency derivative investments may be particularly volatile and involve significant risks. Investments in mining and metal industry companies may be speculative and may be subject to volatility. Commodity-linked investments are considered speculative and have substantial risks, including the risk of loss of a significant portion of their principal value. Investments in securities of real estate companies may be especially volatile. Because they do not have an active trading market, shares of Real Estate Investment Trusts (REITs) may be illiquid. The lack of an active trading market may make it difficult to value or sell shares of REITs promptly at an acceptable price. Investing in MLPs involves additional risks as compared to the risks of investing in common stock, including risks related to cash flow, dilution and voting rights. MLPs may trade less frequently than larger companies due to their smaller capitalizations which may result in erratic price movement or difficulty in buying or selling. MLPs are subject to significant regulation and may be adversely affected by changes in the regulatory environment including the risk that an MLP could lose its tax status as a partnership. Energy infrastructure companies are subject to risks specific to the industry such as fluctuations in commodity prices, reduced volumes of natural gas or other energy commodities, environmental hazards, changes in the macroeconomic or the regulatory environment or extreme weather. Diversification does not guarantee profit or protect against loss. Small and mid-sized company stock is typically more volatile than that of larger, more established businesses, as these stocks tend to be more sensitive to changes in earnings expectations and tend to have lower trading volumes than large-cap securities, creating the potential for more erratic price movements. It may take a substantial period of time to realize a gain on an investment in a small or mid-sized company, if any gain is realized at all. Senior loans are typically lower rated (more at risk of default) and may be illiquid investments (which may not have a ready market). There is no guarantee that the issuers of stocks held by mutual funds will declare dividends in the future, or that if dividends are declared, they will remain at their current levels or increase over time.
Shares of Oppenheimer funds are not deposits or obligations of any bank, are not guaranteed by any bank, are not insured by the FDIC or any other agency, and involve investment risks, including the possible loss of the principal amount invested.
Before investing in any of the Oppenheimer funds, investors should carefully consider a fund’s investment objectives, risks, charges and expenses. Fund prospectuses and summary prospectuses contain this and other information about the funds, and may be obtained by asking your financial advisor, visiting oppenheimerfunds.com or calling 1.800.CALL OPP (225.5677). Read prospectuses and summary prospectuses carefully before investing.Oppenheimer funds are distributed by OppenheimerFunds Distributor, Inc.Two World Financial Center, 225 Liberty Street, New York, NY 10281-1008© 2013 OppenheimerFunds Distributor, Inc. All rights reserved.
DS0001.380.0513 May 1, 2013
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