On August 14, the merger between Aberdeen PLC
and Standard Life Plc. closed
. Aberdeen is now a direct subsidiary of Standard Life and the company will change its name to Standard Life Aberdeen plc. as a result of the merger.
On October 23, the Eaton Vance Short Duration Real Return Fund
the Eaton Vance Short Duration Inflation-Protected Income Fund
. The fund will change its investment strategy by investing at least 80% of its net assets into inflation protected instruments.
On August 14, BioShares Biotechnology Products Fund
and BioShares Biotechnology Clinical Trials Fund renewed
their investment advisory agreement with Virtus ETF advisors
. Upon renewal, Virtus assumed responsibility for day-to-day management of the funds' portfolio. LifeSci Index Partners, LLC
now serves as the index provider to each of the funds' underlying index.
On September 22, the JNL Institutional Alt 35 Fund
will be reorganized
into the JNL Institutional Alt 20 Fund
On September 13, the Value Line Defensive Strategies Fund
On September 15, Plan Investment Funds' Ultrashort Duration Bond Portfolio and Ultrashort Duration Government Portfolio
On August 16, employer sponsored plans and employer sponsored IRAs with class C shares of a Rydex Dynamic Fund
through RBC Wealth Management
their class C shares to class A shares of equal aggregate value as part of a pre-arranged, one-time, multiple client transaction through RBC. There will be no sales charges for the transaction.
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 email@example.com.
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