Definitive Materials Filed by Investment Companies. (497)
March 11 2013 - 8:16AM
Edgar (US Regulatory)
COLUMBIA FUNDS SERIES TRUST I
COLUMBIA GLOBAL DIVIDEND OPPORTUNITY FUND
(the Fund)
Supplement dated March 11, 2013 to the
Funds Prospectuses dated January 1, 2013
and March 1, 2013, each as supplemented, and the Funds
Statement of Additional Information dated
March 1, 2013, as supplemented
Effective immediately, the section of the Funds prospectuses entitled
Investment Manager and Portfolio
Manager(s)
is deleted in its entirety and replaced with the following disclosure:
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Investment Manager
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Portfolio Managers
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Columbia Management Investment Advisers, LLC
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Paul F. Stocking
Co-manager.
Service with the Fund since April 2012.
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Steven R. Schroll
Co-manager.
Service with the Fund since April 2012.
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Dean A. Ramos, CFA
Co-manager.
Service with the Fund since March 2013.
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Effective immediately, the section of the Funds prospectuses entitled
Management of the
Fund Primary Service Providers Portfolio Managers
is deleted in its entirety and replaced with the following disclosure:
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Paul F.
Stocking
Co-manager. Service with the Fund since April 2012.
Portfolio Manager of the Investment Manager. Associated with the Investment Manager
as an investment professional since 1995. Mr. Stocking began his investment career in 1987 and earned a B.B.A. from University of Michigan and an M.B.A from University of Chicago.
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Steven R.
Schroll
Co-manager. Service with the Fund since April 2012.
Portfolio Manager of the Investment Manager. Associated with the Investment Manager
as an investment professional since 1998. Mr. Schroll began his investment career in 1981 and earned a B.S. from Drake University and an M.B.A. from the University of Minnesota.
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Dean A. Ramos, CFA
Co-manager. Service
with the Fund since March 2013.
Associate Portfolio Manager of the
Investment Manager. Associated with the Investment Manager as an investment professional since 2000. Mr. Ramos began his investment career in 1992 and earned a B.S. and M.B.A. from the University of Minnesota.
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The following changes are hereby made to the Statement of Additional Information under the
section entitled
INVESTMENT ADVISORY AND OTHER SERVICES The Investment Manager and Investment Advisory Services
:
The table under the heading
Portfolio Manager(s)
is modified by adding the following:
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Portfolio Manager
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Fund(s)
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Dean A. Ramos
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Global Dividend Opportunity Fund
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The table under the heading
Portfolio Manager(s) Information - For Funds with fiscal year
ending August 31
is modified by adding the following:
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Other Accounts Managed (excluding the
Fund)
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Fund
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Portfolio
Manager
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Dollar Range
of Equity
Securities in
the Fund
Beneficially
Owned
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Structure of
Compensation
(described in
the next sub-
section)
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Number and
Type of
Account
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Approximate
Total Net
Assets
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Performance
Based
Accounts
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Global Dividend
Opportunity
Fund
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Dean A. Ramos
5
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0 RICs
10 other accounts
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$0
$1.78 million
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None
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None
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(1)
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5
Information provided as of January 31, 2013.
The table under the heading
Performance Benchmarks
is modified by adding the following:
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Portfolio Manager
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Fund(s)
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Performance Benchmark(s)
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Peer Group
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Dean A. Ramos
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Global Dividend Opportunity Fund
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MSCI All Country World Index (Net);
Russell 1000 Index
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Lipper Global Equity
Income Funds
Classification
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Shareholders should retain this
Supplement for future reference.
C-1381-8 A (3/13)
COLUMBIA FUNDS SERIES TRUST
COLUMBIA LARGE CAP VALUE FUND
(the Fund)
Supplement dated March 11, 2013 to the
Funds Prospectuses
dated July 1, 2012, as supplemented, and the Funds
Statement of Additional Information dated February 28, 2013, as supplemented
Effective immediately, the section of the Funds prospectuses entitled
Investment Manager and Portfolio
Manager(s)
is deleted in its entirety and replaced with the following disclosure:
|
|
|
Investment Manager
|
|
Portfolio Managers
|
Columbia Management Investment Advisers, LLC
|
|
Paul F. Stocking
Co-manager.
Service with the Fund since August 2011.
|
|
|
|
|
Steven R. Schroll
Co-manager.
Service with the Fund since August 2011.
|
|
|
|
|
Dean A. Ramos, CFA
Co-manager.
Service with the Fund since March 2013.
|
Effective immediately, the section of the Funds prospectuses entitled
Management of the
Fund Primary Service Providers Portfolio Managers
is deleted in its entirety and replaced with the following disclosure:
|
Paul F.
Stocking
Co-manager. Service with the Fund since August 2011.
Portfolio Manager of the Investment Manager. Associated with the Investment Manager
as an investment professional since 1995. Mr. Stocking began his investment career in 1987 and earned a B.B.A. from University of Michigan and an M.B.A from University of Chicago.
|
Steven R.
Schroll
Co-manager. Service with the Fund since August 2011.
Portfolio Manager of the Investment Manager. Associated with the Investment Manager
as an investment professional since 1998. Mr. Schroll began his investment career in 1981 and earned a B.S. from Drake University and an M.B.A. from the University of Minnesota.
|
Dean A. Ramos, CFA
Co-manager. Service
with the Fund since March 2013.
Associate Portfolio Manager of the
Investment Manager. Associated with the Investment Manager as an investment professional since 2000. Mr. Ramos began his investment career in 1992 and earned a B.S. and M.B.A. from the University of Minnesota.
|
The following changes are hereby made to the Statement of Additional Information under the
section entitled
INVESTMENT ADVISORY AND OTHER SERVICES The Investment Manager and Investment Advisory Services
:
The table under the heading
Portfolio Manager(s)
is modified by adding the following:
|
|
|
Portfolio Manager
|
|
Fund(s)
|
Dean A. Ramos
|
|
Large Cap Value Fund
|
The table under the heading
Portfolio Manager(s) Information - For Funds with fiscal period
ending February 29
is modified by adding the following:
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Other Accounts Managed (excluding the
Fund)
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|
|
|
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|
Fund
|
|
Portfolio Manager
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|
Number and
Type of
Account
|
|
Approximate
Total Net
Assets
|
|
Performance
Based
Accounts
|
|
Dollar Range
of Equity
Securities in
the Fund
Beneficially
Owned
|
|
Structure of
Compensation
(described in
the
next sub-
section)
|
|
|
Large Cap Value Fund
|
|
Dean A. Ramos
5
|
|
0 RICs
10 other accounts
|
|
$0
$1.78 million
|
|
None
|
|
None
|
|
(1)
|
5
Information provided as of January 31, 2013.
The table under the heading
Performance Benchmarks
is modified by adding the following:
|
|
|
|
|
|
|
Portfolio Manager
|
|
Fund(s)
|
|
Performance Benchmark(s)
|
|
Peer Group
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Dean A. Ramos
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|
Large Cap Value Fund
|
|
Russell 1000 Value Index
|
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Lipper Large-Cap Value
Classification
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Shareholders should retain this Supplement for future reference.
C-1211-3 A (3/13)