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Wednesday, August 16, 2017

Filings for Fundsters - August 16, 2017

by: Waiho Zhang


M&A


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.

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Fund Updates


On October 23, the Eaton Vance Short Duration Real Return Fund will become 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.

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Advisors


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.

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Reorganization


On September 22, the JNL Institutional Alt 35 Fund will be reorganized into the JNL Institutional Alt 20 Fund.

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Terminations


On September 13, the Value Line Defensive Strategies Fund will liquidate.

On September 15, Plan Investment Funds' Ultrashort Duration Bond Portfolio and Ultrashort Duration Government Portfolio will liquidate.

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Class Shares


On August 16, employer sponsored plans and employer sponsored IRAs with class C shares of a Rydex Dynamic Fund through RBC Wealth Management may convert 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.

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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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