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.