The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Filings for Fundsters - March 2, 2017 Not Rated 0.0 Email Routing List Email & Route  Print Print
Thursday, March 02, 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. 

Stay ahead of the news ... Sign up for our email alerts now

 Do You Recommend This Story?

Return to Top
 News Archives
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Add to My Yahoo!
follow us in feedly

  1. Director Discussion Series - Open Forum via Zoom, September 29
  2. IMEA roundtable - Portfolio Construction, September 29
  3. MMI webinar - The Future of Marketing is Changing ... Are You Ready?, September 29
  4. IDC Speaker Series - A Conversation with Roger Ferguson, October 3
  5. IDC webinar - A Conversation with Roger Ferguson, Jr., October 3
  6. 5th annual Expect Miracles Atlantic Coast Classic, October 3
  7. Nicsa Fearless Leadership Symposium, Oct 6-7
  8. 7th Annual FUSE Forum, October 6
  9. 2022 ICI Securities Law Developments Conference - day 1, October 11
  10. MFDF Director Discussion Series - Open Forum (San Francisco), October 12
  11. 2022 ICI Securities Law Developments Conference - day 2, October 13
  12. MFDF In Focus: ESG Data Requirements - What Directors Need to Know, October 19
  13. 2022 MMI Annual Conference, Oct 19-21
  14. 2022 IDC Fund Directors Conference, Oct 24-26
  15. 18th annual Expect Miracles Wine & Spirits Event, October 27
  16. Buford Capital Securities Litigation Symposium, November 1
  17. IMEA All-Council Fall Summit, Nov 2-3
  18. Nicsa 2022 General Membership Meeting, Nov 2-3
  19. Tiburon CEO Summit XLIII, Nov 7-9
  20. 2022 ICI Tech Summit, Nov 8-9
  21. UCITS & AIFMD for U.S. Managers - New York, Nov 8-9
  22. 2022 MMI Distribution Leadership Forum, Nov 9-10
  23. MFDF Asset Management Industry Update and Director Governance Trends, November 10
  24. 3rd Annual ETFGI Global ETFs Insights Summit - United States, Nov 15-16
  25. 2022 MMI Alternative Investments Forum, November 16
  26. MFDF webinar - Mutual Fund CCO Compensation: The MPI Annual Survey Update, November 16

©All rights reserved to InvestmentWires, Inc. 1997-2022
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use