Filing by Columbia Funds Series Trust I pursuant to Rule 425 under the Securities Act of 1933, and deemed filed under Rule 14a-12(b) under the Securities Exchange Act of 1934.
Subject Companies:
Columbia Funds Series Trust
(SEC File No. 811-09645)
Columbia Funds Series Trust I
(SEC File No. 811-04367)
Columbia Funds Series Trust II
(SEC File No. 811-21852)
Supplement dated December 17, 2015
to the Prospectus and Summary Prospectus, as supplemented, of each of the following funds:
Fund | Prospectus and Summary Prospectus Dated |
Columbia Funds Series Trust | |
Columbia International Opportunities Fund | 7/1/2015 |
Columbia International Value Fund | 7/1/2015 |
Columbia Large Cap Growth Fund II | 7/1/2015 |
Columbia Large Cap Growth Fund III | 7/1/2015 |
Columbia Large Cap Growth Fund V | 7/1/2015 |
| |
Columbia Funds Series Trust I | |
Columbia Value and Restructuring Fund | 1/1/2015 and 1/1/2016 |
| |
Columbia Funds Series Trust II | |
Columbia Large Cap Growth Fund IV | 1/1/2015 and 1/1/2016 |
Columbia Multi-Advisor Small Cap Value Fund | 10/1/2015 |
| |
(each, an Acquired Fund)
In December 2015, the Board of Trustees of each Acquired Fund approved a proposal to merge each Acquired Fund with and into the corresponding acquiring fund listed in the table below (each, an Acquiring Fund). Each merger is expected to be a tax-free reorganization for U.S. federal income tax purposes. More information about each Acquiring Fund and the definitive terms of each of the proposed mergers will be included in proxy materials.
Each of the mergers identified in the table below is subject to certain conditions, including approval by shareholders of the applicable Acquired Fund. It is currently anticipated that proxy materials regarding the mergers will be distributed to shareholders of the Acquired Funds in early 2016, and that meetings of shareholders to consider the mergers will be held in the first half of 2016. Additionally, Acquired Fund shareholders will not pay any sales charges as a result of the mergers.
Acquired Fund | Acquiring Fund |
Columbia International Opportunities Fund | Columbia Select International Equity Fund |
Columbia International Value Fund | Columbia Overseas Value Fund |
Columbia Large Cap Growth Fund II | Columbia Large Cap Growth Fund |
Columbia Large Cap Growth Fund III | Columbia Large Cap Growth Fund |
Columbia Large Cap Growth Fund IV | Columbia Large Cap Growth Fund |
Columbia Large Cap Growth Fund V | Columbia Large Cap Growth Fund |
Columbia Multi-Advisor Small Cap Value Fund | Columbia Select Smaller-Cap Value Fund |
Columbia Value and Restructuring Fund | Columbia Contrarian Core Fund |
| |
The foregoing is not an offer to sell, nor a solicitation of an offer to buy, shares of any Acquiring Fund, nor is it a solicitation of any proxy. For information regarding an Acquiring Fund, or to receive a free copy of a prospectus/proxy statement relating to a proposed merger once a registration statement relating to the proposed merger has been filed with the Securities and Exchange Commission (SEC) and becomes effective, please call the proxy solicitor or visit its website. The telephone number and website for the proxy solicitor may be obtained, when available, by visiting columbiathreadneedle.com/us. The prospectus/proxy statement (when available) will contain important information about fund objectives, strategies, fees, expenses and risk considerations. The prospectus/proxy statement will also be available for free on the SEC’s website (www.sec.gov). Please read the prospectus/proxy statement carefully before making any decision to invest or when considering a merger proposal.
Shareholders should retain this Supplement for future reference.