0001193125-23-070874.txt : 20230315 0001193125-23-070874.hdr.sgml : 20230315 20230315104757 ACCESSION NUMBER: 0001193125-23-070874 CONFORMED SUBMISSION TYPE: 497 PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20230315 DATE AS OF CHANGE: 20230315 EFFECTIVENESS DATE: 20230315 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: 23733822 BUSINESS ADDRESS: STREET 1: 71 S. WACKER DRIVE, SUITE 2500 CITY: CHICAGO STATE: IL ZIP: 60606 BUSINESS PHONE: 3126349200 MAIL ADDRESS: STREET 1: 71 S. WACKER DRIVE, SUITE 2500 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 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 497 1 d409746d497.htm COLUMBIA ACORN TRUST COLUMBIA ACORN TRUST
Supplement dated March 15, 2023
to the Statement of Additional Information (SAI) of the following Fund:
Fund SAI Dated
Columbia Acorn Trust  
 Columbia Thermostat Fund May 1, 2022
Effective immediately, all references to Anwiti Bahuguna in the SAI are hereby removed. Additionally, the information in the "Investment Advisory and Other Services — The Investment Manager and Investment Advisory Services” section of the SAI is hereby revised as described below.
1. The information under the caption "Portfolio Managers of the Investment Manager" is hereby revised to add the following:
Portfolio Manager   Fund
Corey Lorenzen, CFA   Columbia Thermostat Fund
2. The information under the caption "Performance Benchmarks" is hereby revised to add the following:
Portfolio Manager   Performance Benchmarks
Corey Lorenzen (Columbia Thermostat Fund)   S&P 500® Index (primary equity benchmark), Bloomberg U.S. Aggregate Bond Index (primary debt benchmark) and the Blended Benchmark (an equally weighted custom composite of the Fund’s primary equity and debt benchmarks, established by the Investment Manager)
3. The information under the caption "Other Accounts Managed by the Portfolio Managers as of December 31, 2021" is hereby revised to add the following:
Fund Portfolio Manager Number and Type of
Account*
Approximate Total
Net Assets
Columbia Thermostat Fund Corey Lorenzen*** 1 RIC
6 Other Accounts
$37.29 million
$0.92 million
*** The portfolio manager began managing the Fund after its last fiscal year end; reporting information is provided as of February 28, 2023.
4. The information under the caption "Portfolio Manager Ownership as of December 31, 2021" is hereby revised to add the following:
Portfolio Manager Fund Dollar Range of Equity Securities
in the Fund Beneficially Owned
Corey Lorenzen Columbia Thermostat Fund —**
** The portfolio manager began managing the Fund after its last fiscal year end; reporting information is provided as of February 28, 2023.
The rest of the section remains the same.
Shareholders should retain this Supplement for future reference.
SUP900_00_020_(03/23)