0001193125-17-348125.txt : 20171120 0001193125-17-348125.hdr.sgml : 20171120 20171120163333 ACCESSION NUMBER: 0001193125-17-348125 CONFORMED SUBMISSION TYPE: 497 PUBLIC DOCUMENT COUNT: 3 FILED AS OF DATE: 20171120 DATE AS OF CHANGE: 20171120 EFFECTIVENESS DATE: 20171120 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: 171214147 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 0000002110 S000009184 Columbia Acorn Fund C000024954 Columbia Acorn Fund Class A LACAX C000024956 Columbia Acorn Fund Class C LIACX C000024957 Columbia Acorn Fund Institutional Class ACRNX C000122735 Columbia Acorn Fund Advisor Class CEARX C000122736 Columbia Acorn Fund Institutional 2 Class CRBRX C000122737 Columbia Acorn Fund Institutional 3 Class CRBYX 0000002110 S000009185 Columbia Acorn International C000024958 Columbia Acorn International Class A LAIAX C000024959 Columbia Acorn International Class B LIABX C000024960 Columbia Acorn International Class C LAICX C000024961 Columbia Acorn International Institutional Class ACINX C000097732 Columbia Acorn International Class R CACRX C000097733 Columbia Acorn International Institutional 2 Class CAIRX C000122738 Columbia Acorn International Advisor Class CCIRX C000122739 Columbia Acorn International Institutional 3 Class CCYIX 0000002110 S000009186 Columbia Acorn USA C000024962 Columbia Acorn USA Class A LAUAX C000024964 Columbia Acorn USA Class C LAUCX C000024965 Columbia Acorn USA Institutional Class AUSAX C000122740 Columbia Acorn USA Advisor Class CUSAX C000122741 Columbia Acorn USA Institutional 2 Class CYSRX C000122742 Columbia Acorn USA Institutional 3 Class CUSYX 0000002110 S000009187 Columbia Acorn Select C000024966 Columbia Acorn Select Class A LTFAX C000024968 Columbia Acorn Select Class C LTFCX C000024969 Columbia Acorn Select Institutional Class ACTWX C000122743 Columbia Acorn Select Advisor Class CSSRX C000122744 Columbia Acorn Select Institutional 2 Class CSLRX C000122745 Columbia Acorn Select Institutional 3 Class CSLYX 0000002110 S000009188 Columbia Acorn International Select C000024970 Columbia Acorn International Select Class A LAFAX C000024972 Columbia Acorn International Select Class C LFFCX C000024973 Columbia Acorn International Select Institutional Class ACFFX C000122746 Columbia Acorn International Select Institutional 2 Class CRIRX C000122747 Columbia Acorn International Select Institutional 3 Class CSIRX C000122748 Columbia Acorn International Select Advisor Class CILRX 0000002110 S000009189 Columbia Thermostat Fund C000024974 Columbia Thermostat Fund Class A CTFAX C000024976 Columbia Thermostat Fund Class C CTFDX C000024977 Columbia Thermostat Fund Institutional Class COTZX C000122749 Columbia Thermostat Fund Advisor Class CTORX C000122750 Columbia Thermostat Fund Institutional 2 Class CQTRX C000122751 Columbia Thermostat Fund Institutional 3 Class CYYYX 0000002110 S000033621 Columbia Acorn European Fund C000103324 Columbia Acorn European Fund Class A CAEAX C000103325 Columbia Acorn European Fund Class C CAECX C000103327 Columbia Acorn European Fund Institutional Class CAEZX C000122752 Columbia Acorn European Fund Institutional 2 Class CAEEX C000144049 Columbia Acorn European Fund Advisor Class CLOFX C000171393 Columbia Acorn European Fund Institutional 3 Class CAEYX 0000002110 S000033622 Columbia Acorn Emerging Markets Fund C000103328 Columbia Acorn Emerging Markets Fund Class A CAGAX C000103329 Columbia Acorn Emerging Markets Fund Class C CGMCX C000103331 Columbia Acorn Emerging Markets Fund Institutional Class CEFZX C000122753 Columbia Acorn Emerging Markets Fund Advisor Class CAERX C000122754 Columbia Acorn Emerging Markets Fund Institutional 2 Class CANRX C000128887 Columbia Acorn Emerging Markets Fund Institutional 3 Class CPHRX 497 1 d521408d497.htm COLUMBIA ACORN TRUST COLUMBIA ACORN TRUST

Supplement dated November 20, 2017

to the Statement of Additional Information (“SAI”)

dated May 1, 2017 for the following Funds (“Funds”):

 

    
    

  COLUMBIA ACORN TRUST

  Columbia Acorn® Fund

  Columbia Acorn International®

  Columbia Acorn USA®

  Columbia Acorn International SelectSM

  Columbia Acorn SelectSM

  Columbia Thermostat FundSM

  Columbia Acorn Emerging Markets FundSM

  Columbia Acorn European FundSM

The SAI for the Funds is supplemented as follows:

Effective November 13, 2017, Richard Watson became a portfolio manager of Columbia Acorn USA®. Effective December 29, 2017, Tae Han (Simon) Kim will become a portfolio manager of Columbia Acorn International® and Charles Young will become a portfolio manager of Columbia Acorn Emerging Markets FundSM.

 

1. The table appearing in the section of the SAI entitled Investment Advisory and Other Services — The Investment Manager and Investment Advisory Services — Other Accounts Managed by the Portfolio Managers as of December 31, 2016 is amended as follows:

 

  a) Effective immediately, the following information is added to the table:

 

    Portfolio Manager      

   

Other SEC - registered open-

end and closed-end funds

    Other pooled investment vehicles    Other accounts
    

Number

of

accounts

    Assets    Number of
accounts		    Assets    Number of
accounts		    Assets

Richard Watson(a)

    2    $880,671,000    1    $19,600,000    5    $909,653

(a)   Mr. Watson’s data is presented as of September 30, 2017.

 

  b) Effective immediately, all information regarding William J. Doyle is deleted from the table.

 

  c) Effective December 29, 2017, the following information regarding Tae Han (Simon) Kim and Charles Young is added to the table, and the information regarding Richard Watson is amended in the table as follows:

Portfolio Manager

    Other SEC - registered open-end
and closed-end funds		    Other pooled investment
vehicles		    Other accounts
     Number of
accounts		    Assets    Number of
accounts		    Assets    Number of
accounts		    Assets

Tae Han (Simon) Kim(a)

    —    —    —    —    7    $481,000
  

 

Richard Watson(b)

    2    $880,671,000    1    $19,600,000    5    $909,653
Charles Young(c)    —    —    —    —    9    $827,200

(a) Mr. Kim’s data is presented as of September 30, 2017.

(b) Mr. Watson’s data is presented as of September 30, 2017.

(c) Mr. Young’s data is presented as of September 30, 2017.

 

2. Effective immediately, the sentence in the section of the SAI entitled Investment Advisory and Other Services — The Investment Manager and Investment Advisory Services — Other Accounts Managed by the Portfolio Managers for which the Advisory Fee is Based on Performance is deleted and replaced with the following sentence:

P. Zachary Egan and Richard Watson co-manage the Wanger Socially Responsive Fund, a private investment fund with total assets of approximately $19.6 million as of September 30, 2017.

 

3. The table appearing in the section of the SAI entitled Investment Advisory and Other Services — The Investment Manager and Investment Advisory Services — Portfolio Manager Ownership as of December 31, 2016 is amended as follows:

 

  a) Effective immediately, the following information is added to the table:

 

Portfolio Manager

   

Fund

   

Dollar Range of Equity Securities
in the Fund Beneficially Owned

Richard Watson(a)    Columbia Acorn Fund    $100,001 – $500,000
   Columbia Acorn International    $50,001 – $100,000
   Columbia Acorn USA    $100,001 – $500,000  

(a) Mr. Watson became a co-portfolio manager of Columbia Acorn USA® effective November 13, 2017. Mr. Watson’s data is presented as of September 30, 2017.

 

  b) Effective immediately, all information regarding William J. Doyle is deleted from the table.

 

  c) Effective December 29, 2017, the following information regarding Tae Han (Simon) Kim and Charles Young is added to the table, and the information regarding Richard Watson is amended in the table as follows:

 

Portfolio Manager

   

Fund

   

Dollar Range of Equity Securities
in the Fund Beneficially Owned

Tae Han (Simon) Kim(a)    —                —            
Richard Watson(b)    Columbia Acorn Fund    $100,001 – $500,000
   Columbia Acorn International    $50,001 – $100,000
   Columbia Acorn USA    $100,001 – $500,000
Charles Young(c)    —                —            

 

- 2 -

(a) Mr. Kim became a co-portfolio manager of Columbia Acorn International effective December 29, 2017. Mr. Kim’s data is presented as of September 30, 2017.

(b) Mr. Watson became a co-portfolio manager of Columbia Acorn USA effective November 13, 2017. Mr. Watson’s data is presented as of September 30, 2017.

(c) Mr. Young became a co-portfolio manager of Columbia Acorn Emerging Markets Fund effective December 29, 2017. Mr. Young’s data is presented as of September 30, 2017.

Shareholders should retain this Supplement for future reference.

SUP900_00_013_(11/17)

 

- 3 -

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