0001193125-19-060845.txt : 20190301 0001193125-19-060845.hdr.sgml : 20190301 20190301160034 ACCESSION NUMBER: 0001193125-19-060845 CONFORMED SUBMISSION TYPE: 497 PUBLIC DOCUMENT COUNT: 3 FILED AS OF DATE: 20190301 DATE AS OF CHANGE: 20190301 EFFECTIVENESS DATE: 20190301 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: 19649130 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 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 d598956d497.htm COLUMBIA ACORN TRUST Columbia Acorn Trust

COLUMBIA ACORN TRUST

Supplement dated March 1, 2019

to the Prospectus dated May 1, 2018, as supplemented,

for the each of the following Funds (each a “Fund”):

 

  Columbia Acorn Fund

 

    

  Columbia Acorn International

 

    

  Columbia Acorn International Select

 

    

  Columbia Acorn Select

 

    

  Columbia Acorn USA

 

    

  Columbia Thermostat Fund

 

    

  Columbia Acorn Emerging Markets Fund

 

    

  Columbia Acorn European Fund

 

Effective immediately, (1) all references to the Class C shares automatic exchange policy available at Raymond James in the section entitled Appendix A: Financial Intermediary-Specific Reductions/Waivers of Sales Charges” in each Fund’s prospectus are hereby removed and (2) the following is added as new disclosure at the end of the section entitled Appendix A: Financial Intermediary-Specific Reductions/Waivers of Sales Charges” in each Fund’s prospectus:

 

              

Raymond James & Associates, Inc., Raymond James Financial Services & Raymond James affiliates (Raymond James)

 

The following information has been provided by Raymond James:

Intermediary-Defined Sales Charge Waiver Policies:

The availability of certain initial or deferred sales charge waivers and discounts may depend on the particular financial intermediary or type of account through which you purchase or hold Fund shares. Intermediaries may have different policies and procedures regarding the availability of front-end sales load waivers or contingent deferred (back-end) sales load (CDSC) waivers, which are discussed below. In all instances, it is the purchaser’s responsibility to notify the fund or the purchaser’s financial intermediary at the time of purchase of any relationship or other facts qualifying the purchaser for sales charge waivers or discounts. For waivers and discounts not available through a particular intermediary, shareholders will have to purchase fund shares directly from the fund or through another intermediary to receive these waivers or discounts.

Raymond James:

Effective March 1, 2019, shareholders purchasing fund shares through a Raymond James platform or account will be eligible only for the following load waivers (front-end sales charge waivers and contingent deferred, or back-end, sales charge waivers) and discounts, which may differ from those disclosed elsewhere in this Fund’s prospectus or SAI.

Front-end Sales Load Waivers on Class A Shares Available at Raymond James:

   

Shares purchased in an investment advisory program.

   

Shares purchased through reinvestment of capital gains distributions and dividend reinvestment when purchasing shares of the same fund (but not any other fund within the Columbia Funds).

   

Employees and registered representatives of Raymond James or its affiliates and their family members as designated by Raymond James.

   

Shares purchased from the proceeds of redemptions within the Columbia Funds, provided (1) the


 

repurchase occurs within 90 days following the redemption, (2) the redemption and purchase occur in the same account, (and (3) redeemed shares were subject to a front-end or deferred sales load (known as Rights of Reinstatement).

   

A shareholder in the Fund’s Class C shares will have their shares converted at net asset value to Class A shares (or the appropriate share class) of the Fund if the shares are no longer subject to a CDSC and the conversion is in line with the policies and procedures of Raymond James.

CDSC Waivers on Class A and Class C Shares Available at Raymond James:

   

Death or disability of the shareholder.

   

Shares sold as part of a systematic withdrawal plan as described in the fund’s prospectus.

   

Return of excess contributions from an IRA Account.

   

Shares sold as part of a required minimum distribution for IRA and retirement accounts due to the shareholder reaching age 7012 as described in the fund’s prospectus.

   

Shares sold to pay Raymond James fees but only if the transaction is initiated by Raymond James.

   

Shares acquired through a right of reinstatement.

Front-end Load Discounts Available at Raymond James: Breakpoints and/or Rights of Accumulation:

   

Breakpoints as described in this prospectus.

   

Rights of accumulation which entitle shareholders to breakpoint discounts will be automatically calculated based on the aggregated holding of Columbia Fund assets held by accounts within the purchaser’s household at Raymond James. Eligible Columbia Fund assets not held at Raymond James may be included in the rights of accumulation calculation only if the shareholder notifies his or her financial advisor about such assets.

 

SUP000_00_083_(03/19)

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