Victory Portfolios II
Victory Market Neutral Income Fund
Victory US 500 Enhanced Volatility Wtd Index Fund
Supplement dated October 1, 2024,
to the Statement of Additional Information dated November 1, 2023, as supplemented (“SAI”)
Effective October 1, 2024, Allan Shaer has resigned as the Treasurer and Michael Bryan has resigned as the Anti- Money Laundering Compliance Officer and Identify Theft Officer of Victory Portfolios II (the “Trust”). Carol D. Trevino and D. Brent Rowe are hereby appointed by the Board of Trustees (the “Board”) to serve as Treasurer and Anti-Money Laundering Compliance Officer and Identify Theft Officer, respectively, of the Trust.
Accordingly, the SAI is hereby supplemented and revised as follows:
1.All references to Messrs. Shaer and Bryan listed in the SAI are deleted.
2.In the Management of the Trust section of the SAI under the heading “Officers of the Trust” the following rows are hereby added to the table:
|
|
Date |
|
Name and |
Position with |
Commenced |
Principal Occupation |
Date of Birth |
the Trust |
Service |
During Past 5 Years |
Carol D. Trevino |
Treasurer* |
February 2023* |
Director, Financial Reporting, Fund |
(October 1965) |
|
|
Administration (5/1/23-present); Director, |
|
|
|
Accounting and Finance, the Adviser (7/1/19- |
|
|
|
4/30/23). Ms. Trevino also serves as Treasurer of |
|
|
|
Victory Portfolios, Victory Portfolios III, and |
|
|
|
Victory Variable Insurance Funds. |
D. Brent Rowse |
Anti-Money |
October 2024 |
Sr. Compliance Officer, the Adviser (4/1/23- |
(November 1981) |
Laundering |
|
present); Compliance Officer, the Adviser (7/1/19- |
|
Compliance |
|
3/31/23). Mr. Rowse also serves as the Anti- |
|
Officer and |
|
Money Laundering Compliance Officer and |
|
Identify Theft |
|
Identity Theft Officer for Victory Portfolios, |
|
Officer |
|
Victory Portfolios III, and Victory Variable |
|
|
|
Insurance Funds, and the Anti-Money Laundering |
|
|
|
Compliance Officer for Victory Capital Services, |
|
|
|
Inc. |
* Effective October 1, 2024, Ms. Trevino resigned as Assistant Treasurer and accepted the position of Treasurer of the Trust.
If you wish to obtain more information, please call the Victory Funds at 800-539-FUND (800-539-3863) or your financial advisor.
PLEASE RETAIN THIS SUPPLEMENT FOR YOUR FUTURE REFERENCE.
Victory Portfolios II
VictoryShares US 500 Volatility Wtd ETF
VictoryShares US Small Cap Volatility Wtd ETF
VictoryShares International Volatility Wtd ETF
VictoryShares US Large Cap High Div Volatility Wtd ETF
VictoryShares US Small Cap High Div Volatility Wtd ETF
VictoryShares International High Div Volatility Wtd ETF
VictoryShares Dividend Accelerator ETF
VictoryShares US Multi-Factor Minimum Volatility ETF
VictoryShares US 500 Enhanced Volatility Wtd ETF
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
VictoryShares US Discovery Enhanced Volatility Wtd ETF
VictoryShares Developed Enhanced Volatility Wtd ETF
VictoryShares Nasdaq Next 50 ETF
VictoryShares WestEnd U.S. Sector ETF
Supplement dated October 1, 2024,
to the Statement of Additional Information dated November 1, 2023, as supplemented (“SAI”)
Effective October 1, 2024, Allan Shaer has resigned as the Treasurer and Michael Bryan has resigned as the Anti- Money Laundering Compliance Officer and Identify Theft Officer of Victory Portfolios II (the “Trust”). Carol D. Trevino and D. Brent Rowe are hereby appointed by the Board of Trustees (the “Board”) to serve as Treasurer and Anti-Money Laundering Compliance Officer and Identify Theft Officer, respectively, of the Trust.
Accordingly, the SAI is hereby supplemented and revised as follows:
1.All references to Messrs. Shaer and Bryan listed in the SAI are deleted.
2.In the Management of the Trust section of the SAI under the heading “Officers of the Trust” the following rows are hereby added to the table:
|
|
Date |
|
Name and |
Position with |
Commenced |
Principal Occupation |
Date of Birth |
the Trust |
Service |
During Past 5 Years |
Carol D. Trevino |
Treasurer* |
February 2023* |
Director, Financial Reporting, Fund |
(October 1965) |
|
|
Administration (5/1/23-present); Director, |
|
|
|
Accounting and Finance, the Adviser (7/1/19- |
|
|
|
4/30/23). Ms. Trevino also serves as Treasurer of |
|
|
|
Victory Portfolios, Victory Portfolios III, and |
|
|
|
Victory Variable Insurance Funds. |
D. Brent Rowse |
Anti-Money |
October 2024 |
Sr. Compliance Officer, the Adviser (4/1/23- |
(November 1981) |
Laundering |
|
present); Compliance Officer, the Adviser |
|
Compliance |
|
(7/1/19-3/31/23). Mr. Rowse also serves as the |
|
Officer and |
|
Anti-Money Laundering Compliance Officer and |
|
Identify Theft |
|
Identity Theft Officer for Victory Portfolios, |
|
Officer |
|
Victory Portfolios III, and Victory Variable |
|
|
|
Insurance Funds, and the Anti-Money Laundering |
|
|
|
Compliance Officer for Victory Capital Services, |
|
|
|
Inc. |
* Effective October 1, 2024, Ms. Trevino resigned as Assistant Treasurer and accepted the position of Treasurer of the Trust.
If you wish to obtain more information, please call the VictoryShares internal team at 866-376-7890.
PLEASE RETAIN THIS SUPPLEMENT FOR YOUR FUTURE REFERENCE.
Victory Portfolios II
VictoryShares US Value Momentum ETF
VictoryShares US Small Mid Cap Value Momentum ETF
VictoryShares International Value Momentum ETF
VictoryShares Emerging Markets Value Momentum ETF
VictoryShares Short-Term Bond ETF
VictoryShares Core Intermediate Bond ETF
VictoryShares Free Cash Flow ETF
VictoryShares Small Cap Free Cash Flow ETF
Supplement dated October 1, 2024,
to the Statement of Additional Information dated November 1, 2023, as amended and restated December 15, 2023, as supplemented (“SAI”)
1.Effective October 1, 2024, Allan Shaer has resigned as the Treasurer and Michael Bryan has resigned as the Anti-Money Laundering Compliance Officer and Identify Theft Officer of Victory Portfolios II (the “Trust”). Carol D. Trevino and D. Brent Rowe are hereby appointed by the Board of Trustees (the “Board”) to serve as Treasurer and Anti-Money Laundering Compliance Officer and Identify Theft Officer, respectively, of the Trust.
Accordingly, the SAI is hereby supplemented and revised as follows:
1.All references to Messrs. Shaer and Bryan listed in the SAI are deleted.
2.In the Management of the Trust section of the SAI under the heading “Officers of the Trust” the following rows are hereby added to the table:
|
|
Date |
|
Name and |
Position with |
Commenced |
Principal Occupation |
Date of Birth |
the Trust |
Service |
During Past 5 Years |
Carol D. Trevino |
Treasurer* |
February 2023* |
Director, Financial Reporting, Fund |
(October 1965) |
|
|
Administration (5/1/23-present); Director, |
|
|
|
Accounting and Finance, the Adviser (7/1/19- |
|
|
|
4/30/23). Ms. Trevino also serves as Treasurer of |
|
|
|
Victory Portfolios, Victory Portfolios III, and |
|
|
|
Victory Variable Insurance Funds. |
D. Brent Rowse |
Anti-Money |
October 2024 |
Sr. Compliance Officer, the Adviser (4/1/23- |
(November 1981) |
Laundering |
|
present); Compliance Officer, the Adviser (7/1/19- |
|
Compliance |
|
3/31/23). Mr. Rowse also serves as the Anti- |
|
Officer and |
|
Money Laundering Compliance Officer and |
|
Identify Theft |
|
Identity Theft Officer for Victory Portfolios, |
|
Officer |
|
Victory Portfolios III, and Victory Variable |
|
|
|
Insurance Funds, and the Anti-Money Laundering |
|
|
|
Compliance Officer for Victory Capital Services, |
|
|
|
Inc. |
* Effective October 1, 2024, Ms. Trevino resigned as Assistant Treasurer and accepted the position of Treasurer of the Trust.
2.After 38 years in the investment industry, effective December 31, 2024, John Spear plans to retire as co-chief investment officer and portfolio manager with Victory Income Investors, a Victory Capital Investment Franchise. At that time, all references to Mr. Spear will be removed from the SAI.
If you wish to obtain more information, please call the VictoryShares internal team at 866-376-7890.
PLEASE RETAIN THIS SUPPLEMENT FOR YOUR FUTURE REFERENCE.
Victory Portfolios II
VictoryShares THB Mid Cap ETF
VictoryShares Core Plus Intermediate Bond ETF
VictoryShares Corporate Bond ETF
Supplement dated October 1, 2024,
to the Statement of Additional Information dated November 1, 2023, as supplemented (“SAI”)
1.Effective October 1, 2024, Allan Shaer has resigned as the Treasurer and Michael Bryan has resigned as the Anti-Money Laundering Compliance Officer and Identify Theft Officer of Victory Portfolios II (the “Trust”). Carol D. Trevino and D. Brent Rowe are hereby appointed by the Board of Trustees (the “Board”) to serve as Treasurer and Anti-Money Laundering Compliance Officer and Identify Theft Officer, respectively, of the Trust.
Accordingly, the SAI is hereby supplemented and revised as follows:
1.All references to Messrs. Shaer and Bryan listed in the SAI are deleted.
2.In the Management of the Trust section of the SAI under the heading “Officers of the Trust” the following rows are hereby added to the table:
|
|
Date |
|
Name and |
Position with |
Commenced |
Principal Occupation |
Date of Birth |
the Trust |
Service |
During Past 5 Years |
Carol D. Trevino |
Treasurer* |
February 2023* |
Director, Financial Reporting, Fund |
(October 1965) |
|
|
Administration (5/1/23-present); Director, |
|
|
|
Accounting and Finance, the Adviser (7/1/19- |
|
|
|
4/30/23). Ms. Trevino also serves as Treasurer of |
|
|
|
Victory Portfolios, Victory Portfolios III, and |
|
|
|
Victory Variable Insurance Funds. |
D. Brent Rowse |
Anti-Money |
October 2024 |
Sr. Compliance Officer, the Adviser (4/1/23- |
(November 1981) |
Laundering |
|
present); Compliance Officer, the Adviser (7/1/19- |
|
Compliance |
|
3/31/23). Mr. Rowse also serves as the Anti- |
|
Officer and |
|
Money Laundering Compliance Officer and |
|
Identify Theft |
|
Identity Theft Officer for Victory Portfolios, |
|
Officer |
|
Victory Portfolios III, and Victory Variable |
|
|
|
Insurance Funds, and the Anti-Money Laundering |
|
|
|
Compliance Officer for Victory Capital Services, |
|
|
|
Inc. |
* Effective October 1, 2024, Ms. Trevino resigned as Assistant Treasurer and accepted the position of Treasurer of the Trust.
2.After 38 years in the investment industry, effective December 31, 2024, John Spear plans to retire as co-chief investment officer and portfolio manager with Victory Income Investors, a Victory Capital Investment Franchise. At that time, all references to Mr. Spear will be removed from the SAI.
If you wish to obtain more information, please call the VictoryShares internal team at 866-376-7890.
PLEASE RETAIN THIS SUPPLEMENT FOR YOUR FUTURE REFERENCE.
Victory Portfolios II
VictoryShares WestEnd Global Equity ETF
VictoryShares WestEnd Economic Cycle Bond ETF
VictoryShares Hedged Equity Income ETF
Supplement dated October 1, 2024,
to the Statement of Additional Information dated June 17, 2024 (“SAI”)
Effective October 1, 2024, Allan Shaer has resigned as the Treasurer and Michael Bryan has resigned as the Anti- Money Laundering Compliance Officer and Identify Theft Officer of Victory Portfolios II (the “Trust”). Carol D. Trevino and D. Brent Rowe are hereby appointed by the Board of Trustees (the “Board”) to serve as Treasurer and Anti-Money Laundering Compliance Officer and Identify Theft Officer, respectively, of the Trust.
Accordingly, the SAI is hereby supplemented and revised as follows:
1.All references to Messrs. Shaer and Bryan listed in the SAI are deleted.
2.In the Management of the Trust section of the SAI under the heading “Officers of the Trust” the following rows are hereby added to the table:
|
|
Date |
|
Name and |
Position with |
Commenced |
Principal Occupation |
Date of Birth |
the Trust |
Service |
During Past 5 Years |
Carol D. Trevino |
Treasurer* |
February 2023* |
Director, Financial Reporting, Fund |
(October 1965) |
|
|
Administration (5/1/23-present); Director, |
|
|
|
Accounting and Finance, the Adviser (7/1/19- |
|
|
|
4/30/23). Ms. Trevino also serves as Treasurer of |
|
|
|
Victory Portfolios, Victory Portfolios III, and |
|
|
|
Victory Variable Insurance Funds. |
D. Brent Rowse |
Anti-Money |
October 2024 |
Sr. Compliance Officer, the Adviser (4/1/23- |
(November 1981) |
Laundering |
|
present); Compliance Officer, the Adviser (7/1/19- |
|
Compliance |
|
3/31/23). Mr. Rowse also serves as the Anti- |
|
Officer and |
|
Money Laundering Compliance Officer and |
|
Identify Theft |
|
Identity Theft Officer for Victory Portfolios, |
|
Officer |
|
Victory Portfolios III, and Victory Variable |
|
|
|
Insurance Funds, and the Anti-Money Laundering |
|
|
|
Compliance Officer for Victory Capital Services, |
|
|
|
Inc. |
* Effective October 1, 2024, Ms. Trevino resigned as Assistant Treasurer and accepted the position of Treasurer of the Trust.
If you wish to obtain more information, please call the VictoryShares internal team at 866-376-7890.
PLEASE RETAIN THIS SUPPLEMENT FOR YOUR FUTURE REFERENCE.