Transamerica Continues to Strengthen Mutual Funds Lineup
Firm Adds Two Strategies: Dividend Focused and International Small Cap Value
DENVER, CO – January 4, 2013 – Following its commitment to provide unique fund offerings from top-tier managers, Transamerica announced the launch of two innovative funds to its lineup today.
The funds are Transamerica Dividend Focused, sub-advised by Barrow, Hanley, Mewhinney & Strauss, LLC (BHMS) and Transamerica International Small Cap Value, sub-advised by Thompson, Siegel & Walmsley LLC (TS&W).
Dave Paulsen, Chief Executive Officer of Transamerica Capital, Inc., said the new funds were added to bolster the firm’s well known asset allocation portfolios, and provide investors with individual strategies from top-tier managers that are designed to be solutions in all markets.
“These additions will help us continue to provide investors with unique and relevant solutions from world-class managers,” Paulsen said. “We believe that strategies in these asset classes are not only in demand today, but will allow us to address the needs of investors in the future.”
The Dividend Focused strategy is available in class A, C, I and I2 shares, while International Small Cap Value will be available in class I and I2 shares.
Transamerica Dividend Focused (TDFAX, TDFCX, TDFIX) seeks total return gained from the combination of dividend yield, growth of dividends, and capital appreciation.
BHMS uses an active contrarian strategy that invests in large- and middle-capitalization stocks listed on U.S. exchanges that have a consecutive 25-year history of paying cash dividends. This includes American Depositary Receipts (ADRs), which generally exhibit more attractive valuations and higher dividend yields than the general market.
Transamerica International Small Cap Value (TISVX) seeks maximum long-term total return by investing primarily in the stocks of small-capitalization companies listed on foreign securities exchanges that the managers believe are undervalued.
TS&W uses a combination of quantitative and qualitative methods to determine relative value. It also employs a consistent sell discipline, regularly reviewing each stock and selling when another stock presents a significantly better risk-reward combination.
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 Investments at 888-233-4339 or visit our web site: transamericainvestments.com.
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. TAM manages more than $52.3 billion in assets as of 11/30/12. TAM and its affiliate companies are wholly owned by AEGON N.V., an international life insurance, pension and asset management company.
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 investment solutions.
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 www.aegon.com.
Mutual funds are subject to market risk, including the loss of principal. Focused funds are less diversified than other mutual funds; therefore, the performance of each holding in a focused fund has a greater impact upon the overall portfolio, which increases the risks associated with investing in the fund. The prices of securities the sub-adviser believes are undervalued may not appreciate as anticipated or may go down. Investments in global/international markets involve risks not associated with U.S. markets, such as currency fluctuations, adverse social and political developments, and relatively small size and lesser liquidity of the markets.
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For more information, please contact:
Brenna Miller
Communications Manager
brenna.k.miller@transamerica.com
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