-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, HC9AYGsIK6jxPz+3G/LRSvCHT5w9YyMuw/RDdklJP44FDgm3/yohw2ZEDAVw6N4G FtTBo0CLcueF8DvWswogaQ== 0000021847-01-500057.txt : 20010608 0000021847-01-500057.hdr.sgml : 20010608 ACCESSION NUMBER: 0000021847-01-500057 CONFORMED SUBMISSION TYPE: 497 PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20010607 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LIBERTY ACORN TRUST CENTRAL INDEX KEY: 0000002110 STANDARD INDUSTRIAL CLASSIFICATION: [] IRS NUMBER: 362692100 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 497 SEC ACT: SEC FILE NUMBER: 002-34223 FILM NUMBER: 1655707 BUSINESS ADDRESS: STREET 1: 227 W MONROE STE 3000 CITY: CHICAGO STATE: IL ZIP: 60606 BUSINESS PHONE: 3126349200 MAIL ADDRESS: STREET 1: 227 W MONROE STE 3000 CITY: CHICAGO STATE: IL ZIP: 60606 FORMER COMPANY: FORMER CONFORMED NAME: ACORN INVESTMENT TRUST DATE OF NAME CHANGE: 19940204 FORMER COMPANY: FORMER CONFORMED NAME: ACORN FUND INC DATE OF NAME CHANGE: 19920703 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LIBERTY FUNDS TRUST I CENTRAL INDEX KEY: 0000021832 STANDARD INDUSTRIAL CLASSIFICATION: UNKNOWN SIC - 0000 [0000] IRS NUMBER: 046143403 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 497 SEC ACT: SEC FILE NUMBER: 002-41251 FILM NUMBER: 1655708 BUSINESS ADDRESS: STREET 1: ONE FINANCIAL CTR CITY: BOSTON STATE: MA ZIP: 02111 BUSINESS PHONE: 6174263750 FORMER COMPANY: FORMER CONFORMED NAME: COLONIAL TRUST I DATE OF NAME CHANGE: 19920703 FORMER COMPANY: FORMER CONFORMED NAME: COLONIAL HIGH YIELD SECURITIES TRUST DATE OF NAME CHANGE: 19910917 FORMER COMPANY: FORMER CONFORMED NAME: COLONIAL HIGH YIELD SECURITIES INC DATE OF NAME CHANGE: 19850909 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LIBERTY FUNDS TRUST III CENTRAL INDEX KEY: 0000021847 STANDARD INDUSTRIAL CLASSIFICATION: [] IRS NUMBER: 046012903 FISCAL YEAR END: 1031 FILING VALUES: FORM TYPE: 497 SEC ACT: SEC FILE NUMBER: 002-15184 FILM NUMBER: 1655709 BUSINESS ADDRESS: STREET 1: ONE FINANCIAL CTR CITY: BOSTON STATE: MA ZIP: 02111 BUSINESS PHONE: 6174263750 FORMER COMPANY: FORMER CONFORMED NAME: COLONIAL TRUST III DATE OF NAME CHANGE: 19920703 FORMER COMPANY: FORMER CONFORMED NAME: COLONIAL GROWTH SHARES TRUST DATE OF NAME CHANGE: 19910917 FORMER COMPANY: FORMER CONFORMED NAME: COLONIAL GROWTH SHARES INC DATE OF NAME CHANGE: 19860827 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LIBERTY FUNDS TRUST IV CENTRAL INDEX KEY: 0000276716 STANDARD INDUSTRIAL CLASSIFICATION: [] IRS NUMBER: 042651415 FISCAL YEAR END: 1130 FILING VALUES: FORM TYPE: 497 SEC ACT: SEC FILE NUMBER: 002-62492 FILM NUMBER: 1655710 BUSINESS ADDRESS: STREET 1: ONE FINANCIAL CTR CITY: BOSTON STATE: MA ZIP: 02111 BUSINESS PHONE: 6174263750 FORMER COMPANY: FORMER CONFORMED NAME: COLONIAL TRUST IV DATE OF NAME CHANGE: 19920703 FORMER COMPANY: FORMER CONFORMED NAME: COLONIAL TAX EXEMPT TRUST DATE OF NAME CHANGE: 19910917 FORMER COMPANY: FORMER CONFORMED NAME: COLONIAL TAX EXEMPT HIGH YIELD TRUST DATE OF NAME CHANGE: 19851117 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LIBERTY FUNDS TRUST II CENTRAL INDEX KEY: 0000315665 STANDARD INDUSTRIAL CLASSIFICATION: [] IRS NUMBER: 046452949 FISCAL YEAR END: 0831 FILING VALUES: FORM TYPE: 497 SEC ACT: SEC FILE NUMBER: 002-66976 FILM NUMBER: 1655711 BUSINESS ADDRESS: STREET 1: ONE FINANCIAL CTR CITY: BOSTON STATE: MA ZIP: 02111 BUSINESS PHONE: 6174263750 FORMER COMPANY: FORMER CONFORMED NAME: COLONIAL TRUST II / DATE OF NAME CHANGE: 19950926 FORMER COMPANY: FORMER CONFORMED NAME: COLONIAL MONEY MARKET FUND DATE OF NAME CHANGE: 19920703 FORMER COMPANY: FORMER CONFORMED NAME: COLONIAL TRUST II DATE OF NAME CHANGE: 19920505 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LIBERTY STEIN ROE FUNDS MUNICIPAL TRUST CENTRAL INDEX KEY: 0000773757 STANDARD INDUSTRIAL CLASSIFICATION: UNKNOWN SIC - 0000 [0000] IRS NUMBER: 363376651 STATE OF INCORPORATION: MA FISCAL YEAR END: 0630 FILING VALUES: FORM TYPE: 497 SEC ACT: SEC FILE NUMBER: 002-99356 FILM NUMBER: 1655712 BUSINESS ADDRESS: STREET 1: ONE FINANCIAL CTR CITY: BOSTON STATE: MA ZIP: 02111 BUSINESS PHONE: 8003382550 MAIL ADDRESS: STREET 1: ONE FINANCIAL CTR CITY: BOSTON STATE: MA ZIP: 02111 FORMER COMPANY: FORMER CONFORMED NAME: STEINROE MUNICIPAL TRUST DATE OF NAME CHANGE: 19920703 FORMER COMPANY: FORMER CONFORMED NAME: STEINROE INTERMEDIATE MUNICIPALS INC DATE OF NAME CHANGE: 19880114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LIBERTY STEIN ROE FUNDS INCOME TRUST CENTRAL INDEX KEY: 0000787491 STANDARD INDUSTRIAL CLASSIFICATION: UNKNOWN SIC - 0000 [0000] IRS NUMBER: 366830365 STATE OF INCORPORATION: MA FISCAL YEAR END: 0630 FILING VALUES: FORM TYPE: 497 SEC ACT: SEC FILE NUMBER: 033-02633 FILM NUMBER: 1655713 BUSINESS ADDRESS: STREET 1: ONE FINANCIAL CENTER STREET 2: 11TH FLOOR CITY: BOSTON STATE: MA ZIP: 02111 BUSINESS PHONE: 8003382550 MAIL ADDRESS: STREET 1: ONE FINANCIAL CT CITY: BOSTON STATE: MA ZIP: 02111 FORMER COMPANY: FORMER CONFORMED NAME: STEINROE INCOME TRUST DATE OF NAME CHANGE: 19920703 FORMER COMPANY: FORMER CONFORMED NAME: STEINROE HIGH YIELD BONDS DATE OF NAME CHANGE: 19880121 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LIBERTY STEIN ROE FUNDS INVESTMENT TRUST CENTRAL INDEX KEY: 0000809558 STANDARD INDUSTRIAL CLASSIFICATION: UNKNOWN SIC - 0000 [0000] IRS NUMBER: 366851784 STATE OF INCORPORATION: MA FISCAL YEAR END: 0930 FILING VALUES: FORM TYPE: 497 SEC ACT: SEC FILE NUMBER: 033-11351 FILM NUMBER: 1655714 BUSINESS ADDRESS: STREET 1: ONE FINANCIAL CTR CITY: BOSTON STATE: MA ZIP: 02111 BUSINESS PHONE: 8003382550 MAIL ADDRESS: STREET 1: ONE FINANCIAL CTR CITY: BOSTON STATE: MA ZIP: 02111 FORMER COMPANY: FORMER CONFORMED NAME: STEINROE INVESTMENT TRUST DATE OF NAME CHANGE: 19920703 FORMER COMPANY: FORMER CONFORMED NAME: STEINROE EQUITY TRUST DATE OF NAME CHANGE: 19891127 FORMER COMPANY: FORMER CONFORMED NAME: STEINROE EQUITY PORTFOLIO DATE OF NAME CHANGE: 19880308 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LIBERTY FUNDS TRUST V CENTRAL INDEX KEY: 0000810891 STANDARD INDUSTRIAL CLASSIFICATION: [] FISCAL YEAR END: 0131 FILING VALUES: FORM TYPE: 497 SEC ACT: SEC FILE NUMBER: 033-12109 FILM NUMBER: 1655715 BUSINESS ADDRESS: STREET 1: ONE FINANCIAL CTR CITY: BOSTON STATE: MA ZIP: 02111 BUSINESS PHONE: 6174263750 FORMER COMPANY: FORMER CONFORMED NAME: COLONIAL TRUST V DATE OF NAME CHANGE: 19920703 FORMER COMPANY: FORMER CONFORMED NAME: COLONIAL MASSACHUSETTS TAX EXEMPT TRUST DATE OF NAME CHANGE: 19911016 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LIBERTY FUNDS TRUST VII CENTRAL INDEX KEY: 0000876980 STANDARD INDUSTRIAL CLASSIFICATION: UNKNOWN SIC - 0000 [0000] IRS NUMBER: 541503200 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 497 SEC ACT: SEC FILE NUMBER: 033-41559 FILM NUMBER: 1655716 BUSINESS ADDRESS: STREET 1: ONE FINANCIAL CENTER CITY: BOSTON STATE: MA ZIP: 02211 BUSINESS PHONE: 6174263750 MAIL ADDRESS: STREET 1: ONE FINANCIAL CENTER CITY: BOSTON STATE: MA ZIP: 02211 FORMER COMPANY: FORMER CONFORMED NAME: COLONIAL TRUST VII DATE OF NAME CHANGE: 19950406 FORMER COMPANY: FORMER CONFORMED NAME: LIBERTY FINANCIAL TRUST DATE OF NAME CHANGE: 19930311 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LIBERTY FUNDS TRUST VI CENTRAL INDEX KEY: 0000883163 STANDARD INDUSTRIAL CLASSIFICATION: UNKNOWN SIC - 0000 [0000] IRS NUMBER: 046700215 STATE OF INCORPORATION: MA FISCAL YEAR END: 0630 FILING VALUES: FORM TYPE: 497 SEC ACT: SEC FILE NUMBER: 033-45117 FILM NUMBER: 1655717 BUSINESS ADDRESS: STREET 1: ONE FINANCIAL CENTER CITY: BOSTON STATE: MA ZIP: 02111 BUSINESS PHONE: 6174263750 FORMER COMPANY: FORMER CONFORMED NAME: COLONIAL TRUST VI DATE OF NAME CHANGE: 19920826 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LIBERTY STEIN ROE ADVISOR TRUST CENTRAL INDEX KEY: 0001020520 STANDARD INDUSTRIAL CLASSIFICATION: [] IRS NUMBER: 364112273 STATE OF INCORPORATION: MA FISCAL YEAR END: 0930 FILING VALUES: FORM TYPE: 497 SEC ACT: SEC FILE NUMBER: 333-17255 FILM NUMBER: 1655718 BUSINESS ADDRESS: STREET 1: ONE FINANCIAL CTR CITY: BOSTON STATE: MA ZIP: 02111 BUSINESS PHONE: 8003382550 MAIL ADDRESS: STREET 1: ONE FINANCIAL CTR CITY: BOSTON STATE: MA ZIP: 02111 FORMER COMPANY: FORMER CONFORMED NAME: STEIN ROE ADVISOR TRUST DATE OF NAME CHANGE: 19961204 FORMER COMPANY: FORMER CONFORMED NAME: STEIN ROE ADVISER TRUST DATE OF NAME CHANGE: 19960806 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LIBERTY FLOATING RATE FUND CENTRAL INDEX KEY: 0001068200 STANDARD INDUSTRIAL CLASSIFICATION: [] IRS NUMBER: 364251182 STATE OF INCORPORATION: MA FISCAL YEAR END: 0630 FILING VALUES: FORM TYPE: 497 SEC ACT: SEC FILE NUMBER: 333-55540 FILM NUMBER: 1655719 BUSINESS ADDRESS: STREET 1: ONE FINANCIAL CTR CITY: BOSTON STATE: MA ZIP: 02111 BUSINESS PHONE: 8003382550 MAIL ADDRESS: STREET 1: ONE FINANCIAL CTR CITY: BOSTON STATE: MA ZIP: 02111 FORMER COMPANY: FORMER CONFORMED NAME: LIBERTY STEIN ROE ADVISOR FLOATING RATE FUND DATE OF NAME CHANGE: 19991025 FORMER COMPANY: FORMER CONFORMED NAME: STEIN ROE FLOATING RATE INCOME TRUST DATE OF NAME CHANGE: 19980929 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LIBERTY FLOATING RATE ADVANTAGE FUND CENTRAL INDEX KEY: 0001093062 STANDARD INDUSTRIAL CLASSIFICATION: UNKNOWN SIC - 0000 [0000] STATE OF INCORPORATION: MA FISCAL YEAR END: 0831 FILING VALUES: FORM TYPE: 497 SEC ACT: SEC FILE NUMBER: 333-55532 FILM NUMBER: 1655720 BUSINESS ADDRESS: STREET 1: ONE FINANCIAL CTR CITY: BOSTON STATE: MA ZIP: 02111 BUSINESS PHONE: 6174263750 MAIL ADDRESS: STREET 1: ONE FINANCIAL CENTER CITY: BOSTON STATE: MA ZIP: 02111 FORMER COMPANY: FORMER CONFORMED NAME: LIBERTY STEIN ROE ADVISOR FLOATING RATE ADVANTAGE FUND DATE OF NAME CHANGE: 20000124 FORMER COMPANY: FORMER CONFORMED NAME: STEIN ROE ADVISOR FLOATING RATE ADVANTAGE FUND/MA DATE OF NAME CHANGE: 19990811 497 1 libertysupplement.txt SUPPLEMENT LIBERTY FUNDS TRUST I Liberty High Yield Securities Fund Liberty Income Fund Liberty Strategic Income Fund Liberty Tax-Managed Aggressive Growth Fund Liberty Tax-Managed Value Fund Liberty Tax-Managed Growth Fund Liberty Tax-Managed Growth Fund II LIBERTY FUNDS TRUST II Liberty Newport Japan Opportunities Fund Liberty Newport Greater China Fund Liberty Money Market Fund Liberty Intermediate Government Fund LIBERTY FUNDS TRUST III Liberty Newport Global Equity Fund Liberty Newport International Equity Fund Liberty Select Value Fund Liberty Federal Securities Fund The Liberty Fund Liberty Contrarian Small-Cap Fund Liberty Contrarian Equity Fund Liberty Contrarian Income Fund Liberty Contrarian Fund LIBERTY FUNDS TRUST IV Liberty High Yield Municipal Fund Liberty Tax-Exempt Fund Liberty Tax-Exempt Insured Fund Liberty Utilities Fund Liberty Municipal Money Market Fund LIBERTY FUNDS TRUST V Liberty California Tax-Exempt Fund Liberty Connecticut Tax-Exempt Fund Liberty Massachusetts Tax-Exempt Fund Liberty New York Tax-Exempt Fund Liberty Ohio Tax-Exempt Fund Liberty Global Young Investor Fund LIBERTY FUNDS TRUST VI Liberty Small-Cap Value Fund Liberty Growth & Income Fund Liberty Newport Asia Pacific Fund LIBERTY FUNDS TRUST VII Liberty Newport Tiger Fund Liberty Newport Europe Fund LIBERTY FLOATING RATE ADVANTAGE FUND LIBERTY FLOATING RATE FUND LIBERTY-STEIN ROE FUNDS INCOME TRUST Liberty High Yield Bond Fund, Class A Liberty Income Bond Fund, Class A Liberty Intermediate Bond Fund, Class A LIBERTY-STEIN ROE FUNDS INVESTMENT TRUST Liberty Midcap Growth Fund Liberty Focus Fund, Class A Liberty Small Company Growth Fund, Class A Liberty Capital Opportunities Fund, Class A Liberty Growth Investor Fund LIBERTY-STEIN ROE FUNDS MUNICIPAL TRUST Liberty High Income Municipals Fund, Class A Stein Roe Intermediate Municipals Fund, Classes A, B, C LIBERTY-STEIN ROE ADVISOR TRUST Liberty Young Investor Fund Liberty Growth Stock Fund LIBERTY ACORN TRUST Liberty Acorn Fund Liberty Acorn International Liberty Acorn USA Liberty Acorn Twenty Liberty Acorn Foreign Forty Supplement to Prospectuses and Statements of Additional Information On June 4, 2001, Liberty Financial Companies, Inc. (Liberty Financial), an intermediate parent of each of the above referenced Funds' investment advisors (Liberty Financial Affiliates), announced that Fleet National Bank has agreed to acquire Liberty Financial's asset management business, including each of the Liberty Financial Affiliates. Fleet National Bank is an indirect wholly-owned subsidiary of FleetBoston Financial Corporation, a U.S. financial holding company. The closing of the proposed transaction is expected to take place during the second half of 2001 and is subject to a number of conditions, including approval by the shareholders of Liberty Financial. In addition, under the rules for mutual funds, the proposed transaction may result in a change of control of the Liberty Financial Affiliates and, therefore, an assignment of their investment advisory and sub-advisory contracts with the Funds. The assignment of these contracts generally requires shareholder approval under the Investment Company Act of 1940. Consequently, it is anticipated that the Liberty Financial Affiliates will seek approval of new contracts from each Trust's Board of Trustees and from shareholders of the Funds prior to the consummation of the proposed transaction. The new contracts will be identical to the current contracts in all respects except for their effective and termination dates. The new contracts will have no effect on the contractual advisory or sub-advisory fee rates payable by the Funds. G-36/329G-0601 June 5, 2001 -----END PRIVACY-ENHANCED MESSAGE-----