As of February 28, Abbey Capital Limited
, investment advisor to the Abbey Capital Futures Strategy Fund
, has updated
its investment advisory fee.
| Todd Brighton|
Vice President, Portfolio Manager
On April 28, Morgan Creek Capital Management, LLC
will no longer serve
as subadvisor to the Hatteras Core Alternatives Institutional Fund, L.P.
and the Hatteras Core Alternatives TEI Institutional Fund, L.P.
On May 1, Ohio National Investments, Inc
's fund, the International Small-Mid Company Portfolio
, will undergo a name change
and become the ON Foreign Portfolio
. Additionally, the rebranded fund will update its principal investment strategies and non-fundamental investment restrictions.
New and Upcoming Funds
the AMG GW&K Municipal Bond Fund
, the AMG GW&K Small Cap Core Fund
, the AMG GW&K Municipal Enhanced Yield Fund
and the AMG GW&K Small/Mid Cap Fund
Matthew McGinnis is now a co-PM
of the Short Duration Bond Portfolio
, a member of the Neuberger Berman Advisers Management Trust
. Marc Regenbaum
is now a co-PM of the Neuberger Berman Guardian Fund
William Oates, Jr. no longer serves
as a PM of the Northeast Investors Growth Fund
As of March 1, Richard Hsu
and Todd Brighton are co-PMs
of the Franklin DynaTech Fund
, the Franklin Growth Fund
, the Franklin Income Fund
, the Franklin U.S. Government Securities Fund
and the Franklin Utilities Fund
On June 30, Ann Thivierge
will step down as a co-PM
of the Active International Allocation Portfolio
, a member of the Morgan Stanley Institutional Fund, Inc
Class S shares of the AMG Managers Special Equity Fund
, the AMG Managers Loomis Sayles Bond Fund
and the AMG Managers Global Income Opportunity Fund
Class N shares. Similarly, Class S shares of the AMG Managers Brandywine Fund
and the AMG Managers Brandywine Blue Fund
Class I shares.
On April 1, Class B shares of the Putnam High Yield Trust and
the Putnam Money Market Fund
will be closed
to new and existing investors.
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 Follow The Fundsters, The Next Gig, 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 firstname.lastname@example.org.
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