0000928816-19-000258.txt : 20190214 0000928816-19-000258.hdr.sgml : 20190214 20190214163457 ACCESSION NUMBER: 0000928816-19-000258 CONFORMED SUBMISSION TYPE: 497 PUBLIC DOCUMENT COUNT: 2 FILED AS OF DATE: 20190214 DATE AS OF CHANGE: 20190214 EFFECTIVENESS DATE: 20190214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: GEORGE PUTNAM BALANCED FUND CENTRAL INDEX KEY: 0000081259 IRS NUMBER: 046013677 STATE OF INCORPORATION: MA FISCAL YEAR END: 0731 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 002-10816 FILM NUMBER: 19607212 BUSINESS ADDRESS: STREET 1: ONE POST OFFICE SQ CITY: BOSTON STATE: MA ZIP: 02109 BUSINESS PHONE: 8002252581 MAIL ADDRESS: STREET 1: ONE POST OFFICE SQ CITY: BOSTON STATE: MA ZIP: 02109 FORMER COMPANY: FORMER CONFORMED NAME: GEORGE PUTNAM FUND OF BOSTON DATE OF NAME CHANGE: 19940302 FORMER COMPANY: FORMER CONFORMED NAME: PUTNAM EQUITY INCOME FUND/NEW DATE OF NAME CHANGE: 19940302 FORMER COMPANY: FORMER CONFORMED NAME: PUTNAM GEORGE FUND OF BOSTON DATE OF NAME CHANGE: 19920703 0000081259 S000005597 GEORGE PUTNAM FUND OF BOSTON C000015264 Class A Shares PGEOX C000015265 Class B Shares PGEBX C000015266 Class C Shares PGPCX C000015267 Class M Shares PGEMX C000015268 Class R Shares PGPRX C000015269 Class Y Shares PGEYX C000136854 Class R5 C000136855 Class R6 497 1 a_georgesupp.htm GEORGE PUTNAM BALANCED FUND a_georgesupp.htm
Prospectus Supplement   February 14, 2019 
 
George Putnam Balanced Fund   
Prospectus dated November 30, 2018   

 

Effective February 28, 2019, the sub-section Your fund’s management in the section Fund summary is replaced in its entirety with the following:

Your fund’s management
Investment advisor
Putnam Investment Management, LLC

Portfolio managers
Kathryn Lakin, Director of Equity Research, portfolio manager of the fund since 2019
Paul Scanlon, Co-Head of Fixed Income, portfolio manager of the fund since 2016
Emily Shanks, Portfolio Manager, portfolio manager of the fund since 2019

Sub-advisor
Putnam Investments Limited*

* Though the investment advisor has retained the services of Putnam Investments Limited (PIL), PIL does not currently manage any assets of the fund.

   

Effective February 28, 2019, the following replaces similar disclosure under the sub-section The fund’s investment manager – Portfolio managers in the section Who oversees and manages the fund?:

Portfolio managers. The officers of Putnam Management identified below are primarily responsible for the day-to-day management of the fund’s portfolio.

       
  Joined     
Portfolio managers  fund  Employer  Positions over past five years 
Kathryn Lakin  2019  Putnam Management  Director of Equity Research 
    2012 – Present  Previously, Co-Director of Equity 
      Research, Assistant Director of 
      Global Equity Research 
Paul Scanlon  2016  Putnam Management  Co-Head of Fixed Income 
    1999 – Present   
Emily Shanks  2019  Putnam Management  Portfolio Manager 
    2012 – Present  Previously, Analyst 

 

The SAI provides information about these individuals’ compensation, other accounts managed by these individuals and these individuals’ ownership of securities in the fund.


316019 2/19 

 

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