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Thursday, March 2, 2017

Filings for Fundsters - March 2, 2017

by: Ashley McHugh-Chiappone


As of February 28, Abbey Capital Limited, investment advisor to the Abbey Capital Futures Strategy Fund, has updated its investment advisory fee.


Todd Brighton
Franklin Templeton
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

AMG is launching 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.


Portfolio Managers

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.


Share Classes

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 are renamed Class N shares. Similarly, Class S shares of the AMG Managers Brandywine Fund and the AMG Managers Brandywine Blue Fund are renamed 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 editors@investmentwires.com. 

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