0001193125-20-039806.txt : 20200218 0001193125-20-039806.hdr.sgml : 20200218 20200218100033 ACCESSION NUMBER: 0001193125-20-039806 CONFORMED SUBMISSION TYPE: 425 PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20200218 DATE AS OF CHANGE: 20200218 SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: COLUMBIA FUNDS SERIES TRUST CENTRAL INDEX KEY: 0001097519 IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 0331 FILING VALUES: FORM TYPE: 425 SEC ACT: 1934 Act SEC FILE NUMBER: 811-09645 FILM NUMBER: 20623885 BUSINESS ADDRESS: STREET 1: 225 FRANKLIN STREET CITY: BOSTON STATE: MA ZIP: 02110 BUSINESS PHONE: 800-345-6611 MAIL ADDRESS: STREET 1: 225 FRANKLIN STREET CITY: BOSTON STATE: MA ZIP: 02110 FORMER COMPANY: FORMER CONFORMED NAME: NATIONS FUNDS TRUST DATE OF NAME CHANGE: 19991022 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: Columbia Funds Series Trust II CENTRAL INDEX KEY: 0001352280 IRS NUMBER: 204384176 STATE OF INCORPORATION: MA FISCAL YEAR END: 0430 FILING VALUES: FORM TYPE: 425 BUSINESS ADDRESS: STREET 1: 225 FRANKLIN STREET CITY: BOSTON STATE: MA ZIP: 02110 BUSINESS PHONE: 800-345-6611 MAIL ADDRESS: STREET 1: 50606 AMERIPRISE FINANCIAL CENTER STREET 2: H27/5228 CITY: MINNEAPOLIS STATE: MN ZIP: 55474 FORMER COMPANY: FORMER CONFORMED NAME: RIVERSOURCE SERIES TRUST DATE OF NAME CHANGE: 20070928 FORMER COMPANY: FORMER CONFORMED NAME: RIVERSOURCE RETIREMENT SERIES TRUST DATE OF NAME CHANGE: 20060801 FORMER COMPANY: FORMER CONFORMED NAME: RiverSource Retirement Series Trust DATE OF NAME CHANGE: 20060206 CENTRAL INDEX KEY: 0001352280 S000030660 Columbia Select Global Equity Fund C000095017 Columbia Select Global Equity Fund Class A IGLGX CENTRAL INDEX KEY: 0001097519 S000022025 Columbia Select Global Growth Fund C000063263 Columbia Select Global Growth Fund Class A COGAX CENTRAL INDEX KEY: 0001352280 S000030660 Columbia Select Global Equity Fund C000095019 Columbia Select Global Equity Fund Class C RGCEX CENTRAL INDEX KEY: 0001097519 S000022025 Columbia Select Global Growth Fund C000063264 Columbia Select Global Growth Fund Class C COGCX CENTRAL INDEX KEY: 0001352280 S000030660 Columbia Select Global Equity Fund C000095021 Columbia Select Global Equity Fund Class R CGERX CENTRAL INDEX KEY: 0001097519 S000022025 Columbia Select Global Growth Fund C000063265 Columbia Select Global Growth Fund Class R COGRX CENTRAL INDEX KEY: 0001352280 S000030660 Columbia Select Global Equity Fund C000095023 Columbia Select Global Equity Fund Institutional Class CGEZX CENTRAL INDEX KEY: 0001097519 S000022025 Columbia Select Global Growth Fund C000063266 Columbia Select Global Growth Fund Institutional Class COGZX CENTRAL INDEX KEY: 0001352280 S000030660 Columbia Select Global Equity Fund C000097634 Columbia Select Global Equity Fund Institutional 2 Class RGERX CENTRAL INDEX KEY: 0001097519 S000022025 Columbia Select Global Growth Fund C000138352 Columbia Select Global Growth Fund Institutional 2 Class CADIX CENTRAL INDEX KEY: 0001352280 S000030660 Columbia Select Global Equity Fund C000184719 Columbia Select Global Equity Fund Institutional 3 Class CSEYX CENTRAL INDEX KEY: 0001097519 S000022025 Columbia Select Global Growth Fund C000171391 Columbia Select Global Growth Fund Institutional 3 Class CGGYX CENTRAL INDEX KEY: 0001352280 S000030660 Columbia Select Global Equity Fund C000200532 Columbia Select Global Equity Fund Advisor Class CSGVX CENTRAL INDEX KEY: 0001097519 S000022025 Columbia Select Global Growth Fund C000138351 Columbia Select Global Growth Fund Advisor Class CADHX 425 1 d884492d425.htm COLUMBIA FUNDS SERIES TRUST II Columbia Funds Series Trust II

 

Filing by Columbia Funds Series Trust II pursuant to Rule 425 under the Securities Act of 1933, and deemed filed under Rule 14a-12(b) under the Securities Exchange Act of 1934.

Subject Companies:

Columbia Funds Series Trust

(SEC File No. 811-09645)

Columbia Funds Series Trust I

(SEC File No. 811-04367)

Columbia Funds Series Trust II

(SEC File No. 811-21852)

Supplement dated February 18, 2020
to the Prospectus and Summary Prospectus, each as supplemented, if applicable, of each of the following funds:
Fund Prospectus and Summary Prospectus Dated
Columbia Funds Series Trust  
Columbia Global Strategic Equity Fund 6/1/2019
Columbia Select Global Growth Fund 7/1/2019
   
Columbia Funds Series Trust I  
Columbia Disciplined Small Core Fund 1/1/2020
   
Columbia Funds Series Trust II  
Columbia Contrarian Europe Fund 3/1/2019
Columbia Small/Mid Cap Value Fund 10/1/2019
(each, a Fund, together, the Funds)
In February 2020, the Board of Trustees of each Fund, having determined that a reorganization of that Fund was in the best interest of the Fund, voted to approve an Agreement and Plan of Reorganization to reorganize the Fund (each, a Target Fund) with and into the corresponding acquiring fund presented in the table below (each, an Acquiring Fund). Pursuant to applicable law (including the Investment Company Act of 1940), each reorganization may be implemented without obtaining shareholder approval. The reorganizations are expected to occur in the third quarter of 2020 and are expected to be a tax-free reorganization for U.S. federal income tax purposes. Additional information about the reorganizations will be made available to shareholders in a Combined Information Statement/Prospectus prior to the reorganization date.
    
Target Fund Acquiring Fund
Columbia Contrarian Europe Fund Columbia Overseas Core Fund
Columbia Disciplined Small Core Fund Columbia Small Cap Value Fund I
Columbia Global Strategic Equity Fund Columbia Capital Allocation Aggressive Portfolio
Columbia Select Global Growth Fund Columbia Select Global Equity Fund
Columbia Small/Mid Cap Value Fund Columbia Select Mid Cap Value Fund
The foregoing is not an offer to sell, nor a solicitation of an offer to buy, shares of any Acquiring Fund, nor is it a solicitation of any proxy. Because each Target Fund will reorganize into the corresponding Acquiring Fund on its reorganization date, you should consider the appropriateness of making a new or subsequent investment in the Target Fund prior to its reorganization date. You should consider the investment objectives, risks, strategies, fees and expenses of an Acquiring Fund and/or Target Fund carefully before investing. To obtain an Acquiring Fund's current prospectus, shareholder reports and other regulatory filings, contact your financial intermediary or visit columbiathreadneedleus.com.
Shareholders should retain this Supplement for future reference.
SUP000_00_091_(02/20)