As of August 1, Anthony Robertson no longer serves
as PM of the RBC BlueBay Global High Yield Bond Fund.
He is succeeded by Justin Jewell
and Thomas Kreuzer,
who will assume the role of co-PMs.
As of July 22, Nicolas Irish no longer serves
as PM of the UBS SMA Relationship Trust.
He is succeeded by co-PMs, Charles Burbeck
and Scott Wilkin
As of October 1, Roger Lob
will no longer serve
as a PM for MainStay
MAP Fund. Mr. Lob will remain as Senior Advisor at Markston International LLC
through December 31.
Mergers & Liquidations
is asking fund shareholders to approve merging
the John Hancock International Core Fund
into the John Hancock Disciplined Value International Fund.
As of August 22, Nuveen liquidated
the Nuveen U.S. Infrastructure Bond Fund.
On September 23, Alpha Capital Funds Management, LLC
plans to close and liquidate
the Alpha Opportunistic Alternatives Fund.
On August 22, Prudential Investments liquidated
the Prudential International Real Estate Fund
The Columbia Adaptive Alternatives Fund
ís name will be rebranded
to Columbia Alternative Beta Fund
on October 1st.
As of September 30, BlackRock
the fee schedule for the BlackRock Managed Income Fund of BlackRock Funds II.
From August 22 to November 1, UBS Asset Management
a percentage of its fee for the UBS Select Government Capital Fund.
the operating expenses for the Goldman Sachs Global Managed Beta Fund
As of October 1, Pimco Funds
their supervisory and administrative fee for Class A, Class C and Class R shares by PIMCO All Asset Fund
USCF Advisers LLC requested
exemptive relief to offer active ETFs.
On July 29, the Board of Trustees of the Nationwide Mutual Funds terminated
the Standard Life Investments Limited
and appointed Amundi Smith Breeden, LLC
as their new subadvisor. They are also renaming their fund from the Nationwide World Bond Fund
to the Nationwide Amundi World Bond Fund.
As of August 10, Ramius Advisors, LLC became
an additional subadvisor to the Dreyfus Select Managers Long/Short Fund.
As of November 1, AllianceBernstein L.P.
a new fund, the AB Cap Fund.
They will also be launching
the AB Global Thematic Growth Fund
on the same day.
State Street Institutional Investment Trust added
automatic investment and automatic withdrawal plan options for all operational State Street Funds
that offer the administration class shares.
As of July 24, Fidelity Advisor Focus Funds
all Class B shares of the fund into Class A shares of the same fund. The strategies and benchmark for the fund have changed as well, and the fund will also undergo a name change from Fidelity Advisor Electronics Fund
to Fidelity Advisor Semiconductors Fund
effective October 1.
will terminate and liquidate
the All Terrain Opportunity Fund
ís Class A shares on September 9th.
Check our last Filings For Fundsters column (previously called Stork and Reaper) for more SEC filing updates. For the latest new hires and fund launches, explore our People on the Move and New Fund Fuss columns. If you have a fund filing, a mutual fund launch, a product change or a new hire that you would like to announce, please contact the MFWire team at email@example.com.
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