-----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, WiMvu2juOiU1ATLRmxMV7moFSyJQWw+LHKjMhXQ7Hsx5QhgBfsPenfJt1kWkjEMk 104GPF9sjApFO6vEh1fYlQ== 0000891804-06-000295.txt : 20060126 0000891804-06-000295.hdr.sgml : 20060126 20060126115351 ACCESSION NUMBER: 0000891804-06-000295 CONFORMED SUBMISSION TYPE: 497 PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20060126 DATE AS OF CHANGE: 20060126 EFFECTIVENESS DATE: 20060126 FILER: COMPANY DATA: COMPANY CONFORMED NAME: COLUMBIA ACORN TRUST CENTRAL INDEX KEY: 0000002110 IRS NUMBER: 362692100 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 002-34223 FILM NUMBER: 06552388 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: LIBERTY ACORN TRUST DATE OF NAME CHANGE: 20010424 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 497 1 file002.txt COLUMBIA ACORN TRUST Columbia Acorn Trust Supplement dated January 26, 2006 to Prospectus dated May 1, 2005 of Columbia Acorn USA-- Class A, B and C shares Effective February 3, 2006, the investment minimum for initial investments (by purchase, exchange or certain transfers) of Class A, B and C shares of Columbia Acorn USA will be $75,000. In addition, effective February 3, 2006: 1. The call-out box entitled "Choosing a Share Class" is revised in its entirety as follows: CHOOSING A SHARE CLASS The Fund offers three classes of shares in this prospectus -- CLASS A, B AND C. Each share class has its own sales charge and expense structure. Determining which share class is best for you depends on the dollar amount you are investing and the number of years for which you are willing to invest. Purchases of $75,000 or more but less than $1 million can be made only in Class A or Class C shares. Purchases of $1 million or more can be made only in Class A shares. Based on your personal situation, your financial advisor can help you decide which class of shares makes the most sense for you. The Fund also offers an additional class of shares, Class Z shares, exclusively to certain institutional and other investors. Class Z shares are made available through a separate prospectus provided to eligible institutional and other investors. 2. The table entitled "Class A Sales Charges" is revised in its entirety as follows:
- ----------------------------------------------------------------------------------------------------------- Class A Sales Charges - ----------------------------------------------------------------------------------------------------------- SALES CHARGE AS % OF: % OF OFFERING PRICE NET RETAINED BY OFFERING AMOUNT FINANCIAL AMOUNT OF PURCHASE* PRICE INVESTED ADVISOR Less than $75,000** 5.75 6.10 5.00 - --------------------------------------------------------------- --------------- ----------- --------------- $75,000 to less than $100,000 4.50 4.71 3.75 - --------------------------------------------------------------- --------------- ----------- --------------- $100,000 to less than $250,000 3.50 3.63 2.75 - --------------------------------------------------------------- --------------- ----------- --------------- $250,000 to less than $500,000 2.50 2.56 2.00 - --------------------------------------------------------------- --------------- ----------- --------------- $500,000 or more 2.00 2.04 1.75 - --------------------------------------------------------------- --------------- ----------- ---------------
* Mutual fund wrap programs and group retirement plans that invest $75,000 or more in Class A shares of the Fund will not be subject to a sales charge. ** Only applicable to accounts opened prior to February 3, 2006. 3. The section entitled "Statement of Intent" is revised in its entirety as follows: STATEMENT OF INTENT You also may pay a lower sales charge when purchasing Class A shares by signing a Statement of Intent. By doing so, you would be able to pay the lower sales charge on all purchases made under the Statement of Intent within 13 months. As described in the chart on the previous page, the first breakpoint discount will be applied when total purchases reach $75,000. If your Statement of Intent purchases are not completed within 13 months, you will be charged the applicable sales charge on the amount you had invested to that date. To calculate the total value of your Statement of Intent purchases, the Fund will use the historic cost (i.e. dollars invested) of the shares held in each eligible account. You must retain all records necessary to substantiate historic costs because the Fund and your financial intermediary may not maintain this information. SUP-47/105397-0106 Columbia Acorn USA - Class Z shares Supplement dated January 26, 2006 to Prospectus dated May 1, 2005 Effective February 3, 2006, the investment minimum for initial investments (by purchase, exchange or certain transfers) of Class Z shares of Columbia Acorn USA will be $75,000. However, certain Eligible Investors, described in the prospectus, who are subject to no minimum initial investment will not be subject to the $75,000 investment minimum. SUP-47/105611-0106 Columbia Acorn Trust Supplement dated January 26, 2006 to Prospectus dated May 1, 2005 of Columbia Acorn Fund-- Class A, B and C shares Effective February 3, 2006, the investment minimum for initial investments (by purchase, exchange or certain transfers) of Class A, B and C shares of Columbia Acorn Fund will be $75,000. In addition, effective February 3, 2006: 1. The call-out box entitled "Choosing a Share Class" is revised in its entirety as follows: CHOOSING A SHARE CLASS The Fund offers three classes of shares in this prospectus -- CLASS A, B AND C. Each share class has its own sales charge and expense structure. Determining which share class is best for you depends on the dollar amount you are investing and the number of years for which you are willing to invest. Purchases of $75,000 or more but less than $1 million can be made only in Class A or Class C shares. Purchases of $1 million or more can be made only in Class A shares. Based on your personal situation, your financial advisor can help you decide which class of shares makes the most sense for you. The Fund also offers an additional class of shares, Class Z shares, exclusively to certain institutional and other investors. Class Z shares are made available through a separate prospectus provided to eligible institutional and other investors. 2. The table entitled "Class A Sales Charges" is revised in its entirety as follows:
- ----------------------------------------------------------------------------------------------------------- Class A Sales Charges - ----------------------------------------------------------------------------------------------------------- SALES CHARGE AS % OF: % OF OFFERING PRICE NET RETAINED BY OFFERING AMOUNT FINANCIAL AMOUNT OF PURCHASE* PRICE INVESTED ADVISOR Less than $75,000** 5.75 6.10 5.00 - --------------------------------------------------------------- --------------- ----------- --------------- $75,000 to less than $100,000 4.50 4.71 3.75 - --------------------------------------------------------------- --------------- ----------- --------------- $100,000 to less than $250,000 3.50 3.63 2.75 - --------------------------------------------------------------- --------------- ----------- --------------- $250,000 to less than $500,000 2.50 2.56 2.00 - --------------------------------------------------------------- --------------- ----------- --------------- $500,000 or more 2.00 2.04 1.75 - --------------------------------------------------------------- --------------- ----------- ---------------
* Mutual fund wrap programs and group retirement plans that invest $75,000 or more in Class A shares of the Fund will not be subject to a sales charge. ** Only applicable to accounts opened prior to February 3, 2006. 3. The section entitled "Statement of Intent" is revised in its entirety as follows: STATEMENT OF INTENT You also may pay a lower sales charge when purchasing Class A shares by signing a Statement of Intent. By doing so, you would be able to pay the lower sales charge on all purchases made under the Statement of Intent within 13 months. As described in the chart on the previous page, the first breakpoint discount will be applied when total purchases reach $75,000. If your Statement of Intent purchases are not completed within 13 months, you will be charged the applicable sales charge on the amount you had invested to that date. To calculate the total value of your Statement of Intent purchases, the Fund will use the historic cost (i.e. dollars invested) of the shares held in each eligible account. You must retain all records necessary to substantiate historic costs because the Fund and your financial intermediary may not maintain this information. SUP-47/105396-0106 Columbia Acorn Fund - Class Z shares Supplement dated January 26, 2006 to Prospectus dated May 1, 2005 Effective February 3, 2006, the investment minimum for initial investments (by purchase, exchange or certain transfers) of Class Z shares of Columbia Acorn Fund will be $75,000. However, certain Eligible Investors, described in the prospectus, who are subject to no minimum initial investment will not be subject to the $75,000 investment minimum. SUP-47/105609-0106 -----END PRIVACY-ENHANCED MESSAGE-----