Transamerica Adds Four Mutual Funds to Growing Lineup
DENVER, Oct. 31, 2012 (GLOBE NEWSWIRE) -- Furthering its commitment to
offering an investments lineup of solutions for all market conditions,
Transamerica announced the launch of four innovative mutual funds to its
retail lineup today.
The four additions are Transamerica Tactical Allocation, Transamerica Tactical
Rotation, Transamerica Income & Growth, and Transamerica Enhanced Muni.
The two tactical portfolios, Transamerica Tactical Allocation and Transamerica
Tactical Rotation, build off the success of the Transamerica Tactical Income
fund, which has raised more than $600 million since its launch one year ago.
Altogether, this comprehensive suite offers three actively managed strategies
designed to help capture upside opportunity, while also helping to manage
downside market risk.
Dave Paulsen, Chief Executive Officer of Transamerica Capital, Inc., said the
new funds stem from investor requests for portfolios that address the
challenges of today's environment.
"We've listened to advisors and clients who say they need investments that are
more in tune with today's market challenges," Paulsen said. "Solutions that
are diversified, and offer downside protection strategies along with the
potential for growth, help give investors the confidence to stay invested
through volatile markets."
The funds, sub-advised by AEGON USA Investment Management, LLC (AUIM), are
designed to provide:
*Downside protection through active management, by tactically entering or
exiting the market based on expected risk
*Disciplined quantitative process and execution that removes manager
emotion and bias through econometric-based models
*Exposure to multiple asset classes and geographies, creating sophisticated
global diversification in a continually adapting portfolio
Transamerica Tactical Allocation (TTAAX, TTACX, TTAIX) may be appropriate for
investors who are looking for a more active allocation fund with inflation
protection, and exposure to international and emerging markets.
Transamerica Tactical Rotation (ATTRX, CTTRX, ITTOX) may be appropriate for
investors who are looking for an opportunistic global equity fund with high
equity upside potential through rotating tactically between U.S. sectors and
In addition, the launch of the Transamerica Income & Growth, sub-advised by
Ranger International Management, L.P., is designed to address investors' need
for meaningful income in environments where market fluctuation is high, and
rates of traditional fixed-income securities are low. Its strategy is to
invest primarily in global high-yielding equities with consistent dividends
that increase the potential for current income and capital appreciation.
Transamerica Income & Growth (TAIGX, TCIGX, TIIGX) may be appropriate for
investors who are looking for both income and growth opportunities, and the
potential for increased global diversification, within one fund.
The fourth fund to launch today is the Transamerica Enhanced Muni fund,
sub-advised by Belle Haven Investments, L.P. which is designed to address
investors' need for a reliable source of tax-exempt income.
Transamerica Enhanced Muni (TAMUX, TCMUX, TIMUX) may be appropriate for
investors who are attempting to diversify their portfolios through stable
return opportunities, looking for additional tax benefits, and seeking lower
correlated strategies to help decrease overall portfolio volatility.
The funds will be available to retail and institutional investors through
class A, C and I shares. Transamerica Capital, Inc., will lead the sales and
distribution efforts within the financial institution, wirehouse and
independent financial planner channels. Investors interested in learning more
should call the Transamerica customer care group at 888-233-4339. Financial
professionals interested in learning more should call the Transamerica sales
desk at 800-851-7555. Both can also visit TransamericaInvestments.com.
Please consider the Funds' investment objectives, risks, charges and expenses
carefully before investing. The prospectus and/or summary prospectus contains
this and other information about the Funds and should be read carefully before
you invest or send money. To obtain a prospectus and for other information on
Transamerica Funds, contact your financial professional or Transamerica at
888-233-4339 or visit our web site: transamericainvestments.com.
Mutual funds are subject to market risk, including the loss of principal. The
selection of a Tactical Asset Allocation portfolio will not guarantee a profit
nor protect against a loss. Municipal bond prices can rise or fall depending
on interest rates. Interest rate changes generally have a greater effect on
long-term bond prices. All municipal bonds carry credit risk that the issuer
will default or be unable to make timely payments of interest and principal.
Generally, lower rated bonds carry more credit risk. Investments in
global/international markets involve risks not associated with U.S. markets,
such as currency fluctuations, adverse social and political developments, and
the relatively small size and lesser liquidity of the markets.
About Transamerica Asset Management
Transamerica Asset Management (TAM) is the asset management business unit of
Transamerica. TAM consists of Transamerica Funds, Transamerica Partners Funds,
Transamerica Series Trust, Transamerica Income Shares, Inc., and Transamerica
Asset Management, Inc., a registered investment advisor. TAMmanages more than
$50.6 billion in assets asof 6/30/12.TAM and its affiliate companies are
wholly owned by AEGON N.V., an international life insurance, pension and asset
About Transamerica Capital, Inc.
Transamerica Capital, Inc. is the underwriting and wholesaling broker-dealer
for mutual funds advised by Transamerica Asset Management, Inc. Transamerica
Capital, Inc., an AEGON company, works with financial professionals at
wirehouse, regional, independent, and bank firms to provide a variety of
About AEGON N.V.
AEGON N.V., based in The Hague, The Netherlands, is an international life
insurance, pension and investment company with businesses in over 20 markets
in the Americas, Europe and Asia. AEGON companies employ approximately 25,000
people and have over 47 million customers across the globe. For more
information about AEGON, visit aegon.com.
For more information, please contact:
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