Putting the New 60/40 to Work


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Putting the New 60/40 to Work

  2. 2. EQUITIES60GlobalCoreDomesticDomesticInternationalInternationalEmergingMarketsEmergingMarketsGloSpGThe New 60/40OPPENHEIMER GLOBAL FUNDOPPENHEIMER GLOBAL FUND(OPPAX)(OPPAX) (30%–40%)What solutions could this fund provide?◆◆ Seeks to expand growth opportunities toprovide comprehensive exposure to some ofthe world’s best companiesOPPENHEIMER DEVELOPING MARKETSOPPENHEIMER DEVELOPING MARKETSFUND (ODMAX)FUND (ODMAX) (10%–15%)What solutions could this fund provide?◆◆ Specialized emerging market investmentcapabilities◆◆ Seeks to expand growth opportunities byincluding local and global companies thatpotentially benefit from emerging market growth◆◆ Relatively modest correlations with developedmarket equitiesOPPENHEIMER INTERNATIONAL GROWTHOPPENHEIMER INTERNATIONAL GROWTHFUND (OIGAX)FUND (OIGAX) (15%–20%)What solutions could this fund provide?◆◆ Seeks to expand growth opportunities byincluding companies outside the U.S.◆◆ Brings equity exposure in line with globalmarket capitalizations◆◆ Provides potential opportunities in industriesnot well represented in the U.S.OPPENHEIMER RISING DIVIDENDS FUNDOPPENHEIMER RISING DIVIDENDS FUND(OARDX) OR OPPENHEIMER EQUITY(OARDX) OR OPPENHEIMER EQUITYINCOME FUND (OAEIX)INCOME FUND (OAEIX) (15%–20%)What solutions could these funds provide?◆◆ Potential growth opportunities of multinationalcompanies◆◆ May provide potentially higher real yields thanU.S. Treasuriesis about building portfolios that address the needs forgrowth, real income and managing specific risks. The fundshighlighted below, while not exhaustive, may provide solutionsfor many of the problems facing investors.
  3. 3. AALLTTEERRNNAATTIIVVEESSFFIIXXEEDDIINNCCOOMMEE40CCrreeddiittBarbellgMarketsGlobalSmallCapsGlobalSmallCapsHighGradeHighGradeHigh YieldHigh YieldInternationalInternationalCurrenciesCurrenciesCommoditiesCommoditiesSpecializedEquitySpecializedEquityGoldGoldOPPENHEIMER GLOBAL STRATEGICOPPENHEIMER GLOBAL STRATEGICINCOME FUND (OPSIX)INCOME FUND (OPSIX) (25%–30%)What solutions could this fund provide?◆◆ Multi-sector approach may provide attractivecurrent income with potentially reduced volatility◆◆ May provide protection against rising interestrates, domestic and imported inflation, anddollar weaknessOPPENHEIMER DIVERSIFIED ALTERNATIVESOPPENHEIMER DIVERSIFIED ALTERNATIVESFUND (ODAAX)FUND (ODAAX) (10%–15%)What solutions could this fund provide?◆◆ Provides exposure to Master Limited Partnerships,Real Estate Investment Trusts, currencies, goldequities and commodities◆◆ May potentially protect against domestic andimported inflation, as well as dollar weakness◆◆ Seeks to provide investors with an alternative sourceof incomeOPPENHEIMER INTERNATIONAL BOND FUNDOPPENHEIMER INTERNATIONAL BOND FUND(OIBAX)(OIBAX) (8%–10%)What solutions could this fund provide?◆◆ Seeks to provide access to higher yields than areavailable domestically◆◆ Offers foreign exchange exposure, which maypotentially protect against dollar weakness◆◆ Provides a potential hedge against the effects ofimport price inflationOPPENHEIMER SENIOR FLOATING RATEOPPENHEIMER SENIOR FLOATING RATEFUND (OOSAX)FUND (OOSAX) (8%–10%)What solutions could this fund provide?◆◆ Potentially higher real yields than government-related bonds◆◆ Potentially protects against risks associatedwith rising interest ratesOPPENHEIMER SMALL- & MID-CAPOPPENHEIMER SMALL- & MID-CAPGROWTH FUND (OEGAX)GROWTH FUND (OEGAX) (10%–15%)What solutions could this fund provide?◆◆ Potential growth benefits driven primarily bymicro rather than macro factors◆◆ Relatively modest correlations with largercap counterparts*Credit barbell includes 8%–10% in cash or government-related securities.**
  4. 4. Alternative asset classes may be volatile and are subject to liquidity risk. Fixed income investing entails credit risks and interest rate risks. When interest ratesrise, 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 especiallyvolatile. Derivative instruments, investments whose values depend on the performance of an underlying security, asset, interest rate, index or currency, entailpotentially higher volatility and risk of loss compared to traditional stock or bond investments. Currency derivative investments may be particularly volatileand involve significant risks. Investments in mining and metal industry companies may be speculative and may be subject to volatility. Commodity-linkedinvestments are considered speculative and have substantial risks, including the risk of loss of a significant portion of their principal value. Investments insecurities 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 inMLPs involves additional risks as compared to the risks of investing in common stock, including risks related to cash flow, dilution and voting rights. MLPsmay 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 loseits tax status as a partnership. Energy infrastructure companies are subject to risks specific to the industry such as fluctuations in commodity prices, reducedvolumes of natural gas or other energy commodities, environmental hazards, changes in the macroeconomic or the regulatory environment or extremeweather. 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 thanlarge-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 asmall 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 (whichmay 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 dividendsare 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 anyother 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, andmay be obtained by asking your financial advisor, visiting oppenheimerfunds.com or calling 1.800.CALL OPP (225.5677). Readprospectuses 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, 2013CONTACTCONTACTUSUSVisit oppenheimerfunds.comCall 800.225.5677FollowFollowus:us:VisitVisitblog.oppenheimerfunds.comblog.oppenheimerfunds.comSearch Google CurrentsSearch Google Currentsfor OppFunds to access ourfor OppFunds to access ourtimely thought leadershiptimely thought leadershipVisit oppenheimerfunds.com | Call 800.225.5677Visit oppenheimerfunds.com | Call 800.225.5677Visit oppenheimerfunds.com | Call 800.225.5677Visit oppenheimerfunds.com | Call 800.225.5677Visit oppenheimerfunds.com | Call 800.225.5677Visit oppenheimerfunds.com | Call 800.225.5677Visit oppenheimerfunds.com | Call 800.225.5677Visit oppenheimerfunds.com | Call 800.225.5677Visit oppenheimerfunds.com | Call 800.225.5677Visit oppenheimerfunds.com | Call 800.225.5677Visit oppenheimerfunds.com | Call 800.225.5677Visit oppenheimerfunds.com | Call 800.225.5677Visit oppenheimerfunds.com | Call 800.225.5677Scan this codeScan this codeto learn moreto learn moreabout us:about us: