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Mark Hamilton

Chief Investment Officer, Asset Allocation, Portfolio Manager

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Tenure

  • 22 YRS

    Industry

  • 3 YRS

    Oppenheimer

  • B.A. from University of Southern California
  • M.S. from Massachusetts Institute of Technology-Sloan School of Management

Mark Hamilton, CIO, Asset Allocation, leads the Firm’s efforts to design and implement multi-asset products and solutions. He serves as portfolio manager of Oppenheimer Global Allocation Fund, Oppenheimer Global Multi-Asset Growth Fund, Oppenheimer Global Multi-Alternatives Fund, Oppenheimer Global Multi-Asset Income Fund and the Oppenheimer Portfolio Series Funds. He joined the Firm in 2013 after a 19-year career at AllianceBernstein.

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  • B.A. from University of Southern California
  • M.S. from Massachusetts Institute of Technology-Sloan School of Management

Global Multi-Asset Group

Ben Rockmuller, CFA

Portfolio Manager

Dokyoung Lee, CFA

Portfolio Manager

Alessio de Longis, CFA

Portfolio Manager

Owen Anastasia, CFA

Senior Research Analyst

Cristian A. Del Solar

Research Analyst

Dianne Ellis

Research Analyst

Julia Gu

Research Analyst

Arezu Moghadam, Ph.D.

Senior Research Analyst

Sergei Polevikov, CFA

Senior Research Analyst

Eren Tufekci

Research Analyst

Anna Zatulovskaya, CFA

Research Analyst

John Corcoran

Senior Client Portfolio Manager

Laura Lawson, CFA

Senior Client Portfolio Manager

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Managed Funds

Average Annual Total Returns (%) with sales charge as of 3/31/16
Fund Name Inception Date Managed Since YTD as of
  • 5/04/16
  • A,B
1 Yr 3 Yr 5 Yr 10 Yr Life Gross Expense Ratio (%)
 
Global Allocation Fund A - QVGIX 11/1/1991 4/8/2013 0.59 -7.91 2.16 2.14 2.05 7.60 1.34
 
Portfolio Series: Conservative Investor Fund A - OACIX 4/5/2005 8/5/2013 2.30 -7.37 0.45 2.21 0.45 1.07 1.01
 
Portfolio Series: Moderate Investor Fund A - OAMIX 4/5/2005 8/5/2013 0.00 -8.59 2.46 3.71 1.64 2.40 1.06
 
Portfolio Series: Equity Investor Fund A - OAAIX 4/5/2005 8/5/2013 -1.82 -9.65 3.98 4.69 3.70 5.04 1.17
 
Global Multi-Alternatives Fund A - ODAAX 12/28/2012 8/5/2013 1.30 -9.91 -3.63 -2.61 1.41
 
Global Multi-Alternatives Fund/VA 11/14/2013 11/14/2013 1.45 -4.48 0.83 1.45
 
Global Multi-Asset Income Fund A - QMAAX
12/1/2014 12/1/2014 4.46 -7.24 -4.84 1.81
 
Global Multi-Asset Growth Fund A - QMGAX 8/27/2015 8/27/2015 0.71 1.53
 
Commodity Strategy Total Return Fund A - QRAAX 3/31/1997 4/29/2016 5.39 -26.79 -21.31 -16.28 -11.85 -4.14 1.96
 
Portfolio Series: Active Allocation Fund A - OAAAX 4/5/2005 8/5/2013 -1.00 -9.42 3.36 3.99 2.19 3.28 1.20

Insights

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Multi-Asset

Asset Allocation Guidance for a Volatile 2016

Mark Hamilton

Chief Investment Officer, Asset Allocation, Portfolio Manager

Alessio de Longis

Portfolio Manager

High-yield credit securities may deliver better value with less risk than equities.

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Multi-Asset

GMAG Monthly: Where in the World Are the Opportunities?

Mark Hamilton

Chief Investment Officer, Asset Allocation, Portfolio Manager

The GMAG team is seeing signs of opportunity in emerging markets and high yield credit.

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Multi-Asset

Finding Where Opportunities Intersect

Asset allocation team brings together experts from diverse fields to find opportunities.

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Multi-Asset

Designing and Managing Objective-Driven Portfolios

Mark Hamilton

Chief Investment Officer, Asset Allocation, Portfolio Manager

We build multi-asset portfolios designed to address key investment objectives.

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Multi-Asset

Global Allocation Fund: Building a Dynamic Core

Are you confident that your asset allocation will perform across market cycles?

The performance data quoted represents past performance, which does not guarantee future results. The investment return and principal value of an investment in the Fund will fluctuate so that an investor's shares, when redeemed, may be worth more or less than the original cost. Current performance and expense ratios may be lower or higher than the data quoted. All fund returns include change in share price, reinvested distributions and the sales charges as listed below, unless "without sales charge" is indicated. Returns do not consider capital gains or income taxes on an individual's investment. Class A Share returns include a maximum sales charge of 5.75% (equity), 4.75% (most fixed income), 3.5% (Senior Floating Rate Fund, Senior Floating Rate Plus), 2.25% ("limited term" fixed income funds) and 0% (Money Market Funds). Class B Share returns include contingent deferred sales charge as follows:  For years 1 - 6 respectively, charges are 5%, 4%, 3%, 3%, 2%, 1% except for "limited term" fixed income funds (4%, 3%, 2%, 2%, 1%, 0%) and Senior Floating Rate (3%, 2% 1.5%, 1.5%, 1%, 0%). Class C Share returns include a 1% contingent deferred sales charge and are subject to an annual asset-based sales charge of 0.75%. Class R  are subject to an annual asset-based sales charge of 0.25%. Annual asset-based sales charges are applied as follows: 0.75% on Class B/C; and 0.25%  for Class R shares. Prior to 7/1/14, Class R shares were named Class N shares and were subject to a 1% CDSC (18 months). Class Y shares are not subject to a sales charge. 

  1. 1. Because of changes to certain non-fundamental investment policies in connection with a change from a balanced strategy to a global allocation strategy, performance prior to 8/16/10 is not indicative of performance for any subsequent periods.
  2. 2. In managing the portfolio, the Manager will have the authority to select and substitute certain underlying Oppenheimer funds, as designated in the prospectus, and may be subject to potential conflicts of interest because the fees paid to it by some underlying funds are higher than the fees paid by others. However, the Manager is obligated to act in each portfolio's best interests when selecting underlying funds. Each of the underlying funds in which the portfolio invests has its own investment risks, and those risks can affect the value of each portfolio's shares and investment. In addition, there is no guarantee that the underlying funds will achieve their investment objectives. The underlying funds may change their investment objectives or policies without the approval of the portfolio, and a portfolio may be forced to sell its shares of underlying funds at a disadvantageous time.
  3. 3. In managing the portfolio, the managers will have the authority to select and substitute certain underlying Oppenheimer funds, as designated in the prospectus, and may be subject to potential conflicts of interest because the fees paid to it by some underlying funds are higher than the fees paid by others. However, the managers are obligated to act in each portfolio's best interests when selecting underlying funds. Each of the underlying funds in which the portfolios invest has its own investment risks, and those risks can affect the value of each portfolio's shares and investments. In addition, there is no guarantee that the underlying funds will achieve their investment objectives. The underlying funds may change their investment objectives or policies without the approval of the portfolio, and a portfolio may be forced to sell its shares of the underlying funds at a disadvantageous time.
  4. 4. Prior to 11/28/14, the Fund's name was Oppenheimer Diversified Alternatives Fund.
  5. 5. Prior to April 30, 2015, the Fund was named Oppenheimer Diversified Alternatives Fund/VA
  6. 6. This is a new fund with a limited operating history and an inception date of 8/27/15.
  7. 7. The Board of Trustees has approved a plan to liquidate the Fund, to take place on or about July 15, 2016 (the “Liquidation Date”). Any shares of the Fund outstanding on the Liquidation Date will be automatically redeemed. Subject to certain exceptions, redemptions made beginning 4/29/16 through the Liquidation Date will not be subject to any contingent deferred sales charges. Shareholders should consult their tax advisors for information about the tax consequences of the liquidation. In order to provide for an orderly liquidation and satisfy redemptions in anticipation of the Liquidation Date, the Fund may deviate from its investment objectives and strategies as the Liquidation date approaches.
  8. A. Daily net asset value and dollar change of the fund is as of the previous business day's closing. Fund net asset values are updated at approximately 7 p.m. ET daily.
  9. B. "Year to Date" returns are cumulative, not annualized, and do not reflect sales charges.  These returns would be lower if sales charges were taken into consideration.  Short-term returns may not be indicative of longer-term performance, which should also be considered when making investment decisions.
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