0001193125-23-274260.txt : 20231109 0001193125-23-274260.hdr.sgml : 20231109 20231109112000 ACCESSION NUMBER: 0001193125-23-274260 CONFORMED SUBMISSION TYPE: 497K PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20231109 DATE AS OF CHANGE: 20231109 EFFECTIVENESS DATE: 20231109 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: 497K SEC ACT: 1933 Act SEC FILE NUMBER: 002-34223 FILM NUMBER: 231391148 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 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 497K 1 d573315d497k.htm 497K 497K
Supplement dated November 9, 2023
to the Prospectus and Summary Prospectus, as supplemented (as applicable), of the following fund (the Fund):
Fund Prospectus and Summary Prospectus Dated
Columbia Acorn Trust  
 Columbia Acorn International® 5/1/2023
Effective immediately, the following changes are hereby made to the Fund's Prospectus and Summary Prospectus.
The portfolio manager information under the caption “Fund Management” in the Summary Prospectus and in the "Summary of the Fund" section of the Prospectus is hereby superseded and replaced with the following:
    
Portfolio Management   Title   Role with Fund   Service with the Fund Since
Simon Haines, CFA   Portfolio Manager   Co-Portfolio Manager   November 2023
Nitisha Bosamia, CFA   Portfolio Manager   Co-Portfolio Manager   November 2023
Charlotte Friedrichs, CFA   Portfolio Manager   Co-Portfolio Manager   November 2023
The rest of the section remains unchanged.
The fifth and sixth paragraphs under the caption "Primary Service Provider Contracts - The Investment Manager” in the “More Information About the Fund" section of the Prospectus is hereby superseded and replaced with the following:
The Investment Manager and its investment advisory affiliates, including Columbia Management and Threadneedle International Limited (Threadneedle) (Participating Affiliates), around the world may coordinate in providing services to their clients. From time to time, the Investment Manager may engage its Participating Affiliates to provide a variety of services such as investment research, investment monitoring, trading, and discretionary investment management (including portfolio management and proxy voting) to certain accounts managed by the Investment Manager, including the Fund. These Participating Affiliates will provide services to the Fund and other accounts of the Investment Manager either pursuant to delegation agreements, personnel-sharing agreements or similar inter-company or other arrangements or relationships and the Fund will pay no additional fees and expenses as a result of any such arrangements or relationships. These Participating Affiliates, like the Investment Manager, are direct or indirect subsidiaries of Ameriprise Financial and are registered with the appropriate respective regulators in their home jurisdictions and, where required, the SEC and the Commodity Futures Trading Commission in the United States.
Pursuant to some of these arrangements or relationships, certain personnel of Columbia Management and other Participating Affiliates serve as “associated persons” or officers of the Investment Manager and, in this capacity, subject to the oversight and supervision of the Investment Manager and consistent with the investment objectives, policies and limitations set forth in this prospectus and the Fund's SAI, and with the Investment Manager’s and the Fund's compliance policies and procedures, provide services to the Fund.
The rest of the section remains unchanged.
The portfolio manager information under the caption “Primary Service Provider Contracts - Portfolio Managers” in the “More Information About the Fund" section of the Prospectus is hereby superseded and replaced with the following:
    
Portfolio Management   Title   Role with Fund   Service with the Fund Since
Simon Haines, CFA   Portfolio Manager   Co-Portfolio Manager   November 2023
Nitisha Bosamia, CFA   Portfolio Manager   Co-Portfolio Manager   November 2023
Charlotte Friedrichs, CFA   Portfolio Manager   Co-Portfolio Manager   November 2023
Mr. Haines joined Threadneedle, a Participating Affiliate, in 1999. Mr. Haines began his investment career in 1999 and earned a degree in biology from Oxford University.
Ms. Bosamia joined Threadneedle, a Participating Affiliate, through the acquisition of BMO GAM (EMEA) in 2021, having previously been with BMO since 2015. Ms. Bosamia began her investment career in 2013 and earned a Bachelor’s degree in Economics (Hons) from Durham University.
Ms. Friedrichs joined Threadneedle, a Participating Affiliate, in 2023. Previously, Ms. Friedrichs worked for seven years as an equity research analyst at Berenberg Bank. Ms. Friedrichs began her investment career in 2015 and earned a MPhil in Economics from the University of Oxford.
The rest of the section remains unchanged.
Shareholders should retain this Supplement for future reference.
SUP111_12_009_(11/23)