PUTTING THE NEW 60/40PUTTING THE NEW 60/40TO WORKTO WORKMATCHING OFI FUNDSMATCHING OFI FUNDSTO THE INVESTINGTO THE INVESTINGSTRATEGYSTRATEGYNot FDIC Insured May Lose Value Not Bank Guaranteed
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.
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.**