ADVFN Logo ADVFN

We could not find any results for:
Make sure your spelling is correct or try broadening your search.

Trending Now

Toplists

It looks like you aren't logged in.
Click the button below to log in and view your recent history.

Hot Features

Registration Strip Icon for charts Register for streaming realtime charts, analysis tools, and prices.

CASAX Catalystaspect Enhanced Multiasset Fund Class A

0.00
0.00 (0.00%)
Name Symbol Market Type
Catalystaspect Enhanced Multiasset Fund Class A NASDAQ:CASAX NASDAQ Fund
  Price Change % Change Price Bid Price Offer Price High Price Low Price Open Price Traded Last Trade
  0.00 0.00% 0 -

Definitive Materials Filed by Investment Companies. (497)

11/03/2013 1:16pm

Edgar (US Regulatory)


COLUMBIA FUNDS SERIES TRUST I

COLUMBIA GLOBAL DIVIDEND OPPORTUNITY FUND

(the “Fund”)

Supplement dated March 11, 2013 to the Fund’s Prospectuses dated January 1, 2013

and March 1, 2013, each as supplemented, and the Fund’s Statement of Additional Information dated

March 1, 2013, as supplemented

Effective immediately, the section of the Fund’s prospectuses entitled “Investment Manager and Portfolio Manager(s)” is deleted in its entirety and replaced with the following disclosure:

 

Investment Manager    Portfolio Managers
Columbia Management Investment Advisers, LLC   

Paul F. Stocking

Co-manager. Service with the Fund since April 2012.

  

Steven R. Schroll

Co-manager. Service with the Fund since April 2012.

  

Dean A. Ramos, CFA

Co-manager. Service with the Fund since March 2013.

Effective immediately, the section of the Fund’s prospectuses entitled “Management of the Fund – Primary Service Providers – Portfolio Managers” is deleted in its entirety and replaced with the following disclosure:

 

Paul F. Stocking

Co-manager. Service with the Fund since April 2012.

 

Portfolio Manager of the Investment Manager. Associated with the Investment Manager as an investment professional since 1995. Mr. Stocking began his investment career in 1987 and earned a B.B.A. from University of Michigan and an M.B.A from University of Chicago.

 

Steven R. Schroll

Co-manager. Service with the Fund since April 2012.

 

Portfolio Manager of the Investment Manager. Associated with the Investment Manager as an investment professional since 1998. Mr. Schroll began his investment career in 1981 and earned a B.S. from Drake University and an M.B.A. from the University of Minnesota.

 

Dean A. Ramos, CFA

Co-manager. Service with the Fund since March 2013.

 

Associate Portfolio Manager of the Investment Manager. Associated with the Investment Manager as an investment professional since 2000. Mr. Ramos began his investment career in 1992 and earned a B.S. and M.B.A. from the University of Minnesota.

 


The following changes are hereby made to the Statement of Additional Information under the section entitled INVESTMENT ADVISORY AND OTHER SERVICES – The Investment Manager and Investment Advisory Services” :

The table under the heading “Portfolio Manager(s)” is modified by adding the following:

 

Portfolio Manager    Fund(s)
Dean A. Ramos    Global Dividend Opportunity Fund

The table under the heading “Portfolio Manager(s) Information - For Funds with fiscal year ending August 31” is modified by adding the following:

 

         

Other Accounts Managed (excluding the

Fund)

         
     

 

     
Fund    Portfolio
Manager
        Dollar Range
of Equity
Securities in
the Fund
Beneficially
Owned
   Structure of
Compensation
(described in
the next sub-
section)
      Number and
Type of
Account
   Approximate
Total Net
Assets
   Performance
Based
Accounts
     

Global Dividend

Opportunity

Fund

   Dean A. Ramos 5   

0 RICs

10 other accounts

  

$0

$1.78 million

   None    None    (1)

5 Information provided as of January 31, 2013.

The table under the heading “Performance Benchmarks” is modified by adding the following:

 

Portfolio Manager    Fund(s)    Performance Benchmark(s)    Peer Group
Dean A. Ramos    Global Dividend Opportunity Fund   

MSCI All Country World Index (Net);

Russell 1000 Index

  

Lipper Global Equity

Income Funds

Classification

 

Shareholders should retain this Supplement for future reference.

 

C-1381-8 A (3/13)


COLUMBIA FUNDS SERIES TRUST

COLUMBIA LARGE CAP VALUE FUND

(the “Fund”)

Supplement dated March 11, 2013 to the Fund’s Prospectuses

dated July 1, 2012, as supplemented, and the Fund’s

Statement of Additional Information dated February 28, 2013, as supplemented

Effective immediately, the section of the Fund’s prospectuses entitled “Investment Manager and Portfolio Manager(s)” is deleted in its entirety and replaced with the following disclosure:

 

Investment Manager    Portfolio Managers
Columbia Management Investment Advisers, LLC   

Paul F. Stocking

Co-manager. Service with the Fund since August 2011.

  

Steven R. Schroll

Co-manager. Service with the Fund since August 2011.

  

Dean A. Ramos, CFA

Co-manager. Service with the Fund since March 2013.

Effective immediately, the section of the Fund’s prospectuses entitled “Management of the Fund – Primary Service Providers – Portfolio Managers” is deleted in its entirety and replaced with the following disclosure:

 

Paul F. Stocking

Co-manager. Service with the Fund since August 2011.

 

Portfolio Manager of the Investment Manager. Associated with the Investment Manager as an investment professional since 1995. Mr. Stocking began his investment career in 1987 and earned a B.B.A. from University of Michigan and an M.B.A from University of Chicago.

 

 

Steven R. Schroll

Co-manager. Service with the Fund since August 2011.

 

Portfolio Manager of the Investment Manager. Associated with the Investment Manager as an investment professional since 1998. Mr. Schroll began his investment career in 1981 and earned a B.S. from Drake University and an M.B.A. from the University of Minnesota.

 

 

Dean A. Ramos, CFA

Co-manager. Service with the Fund since March 2013.

 

Associate Portfolio Manager of the Investment Manager. Associated with the Investment Manager as an investment professional since 2000. Mr. Ramos began his investment career in 1992 and earned a B.S. and M.B.A. from the University of Minnesota.

 

 


The following changes are hereby made to the Statement of Additional Information under the section entitled INVESTMENT ADVISORY AND OTHER SERVICES – The Investment Manager and Investment Advisory Services” :

The table under the heading “Portfolio Manager(s)” is modified by adding the following:

 

Portfolio Manager    Fund(s)
Dean A. Ramos    Large Cap Value Fund

The table under the heading “Portfolio Manager(s) Information - For Funds with fiscal period ending February 29” is modified by adding the following:

 

          Other Accounts Managed (excluding the
Fund)
         
     

 

     
Fund    Portfolio Manager   

Number and

Type of

Account

  

Approximate

Total Net

Assets

  

Performance

Based

Accounts

  

 

Dollar Range

of Equity

Securities in

the Fund

Beneficially

Owned

  

Structure of

Compensation
(described in

the next sub-

section)

 

Large Cap Value Fund    Dean A. Ramos 5   

0 RICs

10 other accounts

 

 

  

$0

$1.78 million

   None    None    (1)

5   Information provided as of January 31, 2013.

The table under the heading “Performance Benchmarks” is modified by adding the following:

 

Portfolio Manager   Fund(s)   Performance Benchmark(s)   Peer Group
Dean A. Ramos   Large Cap Value Fund   Russell 1000 Value Index  

Lipper Large-Cap Value

Classification

Shareholders should retain this Supplement for future reference.

C-1211-3 A (3/13)

1 Year Catalystaspect Enhanced ... Chart

1 Year Catalystaspect Enhanced ... Chart

1 Month Catalystaspect Enhanced ... Chart

1 Month Catalystaspect Enhanced ... Chart

Your Recent History

Delayed Upgrade Clock