Touchstone Non-US ESG Equity Fund
TIQIX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 303 Broadway Cincinnati OH United States of America 45202-4203
- IPO Date
- Nov 10, 2004
- CIK
- 0000711080
- Website
- westernsouthern.com
- Similar Companies
- Business
- Touchstone Non-US ESG Equity Fund (TIQIX) is a mutual fund that invests primarily in equity securities of non-U.S. companies, with a focus on those meeting financial and environmental, social, and governance (ESG) criteria; equity securities include common stocks, preferred stocks, convertible securities, depositary receipts such as American Depositary Receipts (ADRs), Global Depositary Receipts (GDRs) and European Depositary Receipts (EDRs), and interests in other investment companies, including exchange-traded funds (ETFs). The fund, sub-advised by Rockefeller & Co., LLC, employs bottom-up security analysis incorporating fundamental and sector-based research to identify businesses with high or improving returns on capital, barriers to competition, and compelling valuations, while integrating ESG evaluation using proprietary quantitative and qualitative methods to assess material issues such as climate risks, diversity, labor rights, and governance practices. It targets securities of any size but generally emphasizes larger, more established companies with market capitalizations over $4 billion, primarily in developed markets (e.g., Japan, France, Germany, United Kingdom, Australia), with up to 30% in emerging and frontier markets; as of recent holdings, top positions include Hitachi Ltd., Tokyo Electron Ltd., ICICI Bank Ltd. ADR, Air Liquide SA, and Schneider Electric SE. The fund operates within the Foreign Large Blend category, serving institutional and retail investors seeking international equity exposure with ESG considerations, under Touchstone Strategic Trust, advised by Touchstone Advisors, Inc., a registered investment adviser founded in 1994 and headquartered at 303 Broadway, Suite 1100, Cincinnati, Ohio 45202; Touchstone Investments is a member of Western & Southern Financial Group. In recent developments, the fund's Board approved a name change to Touchstone Non-US Equity Fund, a shift in its 80% investment policy from ESG-screened non-U.S. equities to broader non-U.S. equities, and updates to principal strategies effective on or about March 1, 2025, alongside a reduction in the contractual expense limitation for Institutional Class shares to 0.86% through at least March 29, 2026. Portfolio manager David Harris departed sub-advisor Rockefeller Asset Management as of June 30, 2024, leaving Michael Seo as the sole listed manager, who has overseen day-to-day decisions for several years; earlier, in July 2019, a predecessor fund was renamed Touchstone Global ESG Equity Fund. In Q3 2025 commentary, the fund initiated a position in MercadoLibre (MELI), reflecting forward-looking portfolio adjustments amid 23.86% 52-week performance growth.