Columbia Wanger Offshore Funds

Effective 23 March 2012, the Wanger US Smaller Companies UCITS Fund and the Wanger European Smaller Companies UCITS Fund, managed by Columbia Wanger Asset Management, LLC, began trading as sub-funds on the MontLake UCITS Platform plc following the merger of the Wanger Investment Company into the MontLake structure.

For more information about the funds, please visit http://www.montlakeucits.com.

Press Center

2014

Columbia Management Exposure to Puerto Rico

BOSTON | April 10, 2014

At Columbia Management, we have acknowledged Puerto Rico’s credit challenges for a very long time — largely due to our belief that there is no easy way for the government to spark economic growth and enact meaningful fiscal reform. In addition, it is our understanding that a bailout from the U.S. federal government has not been offered, nor has it been considered. We continue to maintain limited to no exposure to PR in most of the accounts we manage as of March 31, 2014.


Columbia Management Earns Two Lipper Fund Awards

BOSTON | March 21, 2014

Two Columbia Management funds have received 2014 Lipper Fund Awards as top-performing mutual funds in their respective Lipper categories as of December 31, 2013.


Columbia Management Launches Diversified Real Return Fund

BOSTON | March 17, 2014

Columbia Management today announced the launch of the Columbia Diversified Real Return Fund (CDRAX), an open-end fund designed to offer investors inflation protection through a diversified portfolio of inflation hedging and other assets. The fund is managed by Orhan Imer, Ph.D, CFA, and Jeffrey Knight, CFA.


Columbia Contrarian Core Fund Morningstar Analysis

BOSTON | March 12, 2014

A Morningstar analysis of Columbia Contrarian Core Fund was recently released, noting the fund’s historically consistent performance.


Puerto Rico's downgrade

BOSTON | February 7, 2014

On Tuesday, February 4, Standard & Poor's lowered its long-term credit rating on the Commonwealth of Puerto Rico's general obligation (GO) debt from 'BBB- to BB+,' making it the first rating agency to downgrade the Commonwealth to below investment grade.


2013

Columbia Management announces the conversion of Columbia International Value Fund to a stand-alone fund

BOSTON | November 21, 2013

The Board of Trustees of Columbia Funds Series Trust has voted to convert Columbia International Value Fund, which invests all or substantially all of its assets in Columbia International Value Master Portfolio, into a stand-alone fund.


Jim Carlen, Portfolio Manager for Columbia Emerging Markets Bond Fund, featured in Barron's

BOSTON | November 2, 2013

Portfolio Manager for Columbia Emerging Markets Bond Fund is featured in this November 2, 2013 reprint of Barron's.


Columbia Wanger Asset Management Announces Succession Plans

CHICAGO | November 1, 2013

Columbia Wanger Asset Management, a subsidiary of Columbia Management, announced today that effective April 1, 2014, the firm would implement succession plans.


Columbia Select Large Cap Growth Fund featured in New York Times

BOSTON | October 6, 2013

Columbia Select Large Cap Growth Fund was featured in this October 6, 2013 reprint of New York Times.


Puerto Rico's turbulent ride

BOSTON | September 20, 2013

Since publishing our June 2013 commentary on Puerto Rico's weakening financial health, the market for the Commonwealth's municipal bonds has been nothing but turbulent. Over the past several weeks, particularly following an August 2013 Barron's cover story highlighting Puerto Rico's persistently struggling economy and detailing widespread mutual fund exposure to Puerto Rico bonds, spreads widened considerably, with yields on longer-dated triple-tax-exempt Puerto Rico General Obligation (GO) debt trading in excess of 10% (from 7%) at times.


Columbia Select Large Cap Growth Fund featured in Investor's Business Daily

BOSTON | August 14, 2013

Columbia Select Large Cap Growth Fund was featured in this August 14, 2013 reprint of Investor's Business Daily.


Columbia Management Holds No Detroit Go Debt

BOSTON | July 23, 2013

The city of Detroit, Michigan filed for Chapter 9 bankruptcy protection on July 18th.

Columbia Management mutual funds do not hold any Detroit General Obligation (GO) debt or any other debt paid from the city's General Fund. Such securities appear to be put at greatest risk by the city's bankruptcy filing.


Update on Puerto Rico holdings

BOSTON | June 7, 2013

In December 2012, we expressed concern about Puerto Rico's fiscal health given its sizable and persistent structural budgetary imbalance, low pension funding ratios, increasing debt burden, weak economic conditions and uncertainty related to the newly elected governor's economic and fiscal policies. Since December, Puerto Rico's fiscal condition has weakened further and the new administration's approach to addressing the mounting fiscal challenges raises new concerns.


Columbia Management to begin delivering summary prospectuses

BOSTON | June 3, 2013

Each Columbia fund is required to update its prospectus on an annual basis. Beginning with June 2013 prospectus updates, shareholders of Columbia retail mutual funds will start to receive a summary prospectus, rather than the full length (statutory) mutual fund prospectus they have received in the past.


Columbia Management Receives Five Lipper Fund Awards

BOSTON | March 18, 2013

Columbia Management earned five 2013 Lipper Fund Awards as top-performing mutual funds in their respective Lipper categories as of December 31, 2012.


Columbia Acorn Fund featured in Barron's

BOSTON | March 5, 2013

Columbia Acorn Fund was featured in this March 5, 2013 reprint of Barron's.


Columbia Management Taps Industry Veteran Jeffrey Knight to Lead Global Asset Allocation Team

BOSTON | February 11, 2013

Columbia Management announced today that veteran portfolio manager Jeffrey L. Knight, CFA has joined the firm in a new position as Head of Global Asset Allocation.


2012

Puerto Rico Credit Concerns Expected to Rise in 2013

BOSTON | December 18, 2012

Concerns about the Commonwealth of Puerto Rico's fiscal health are mounting, given its sizable and persistent structural budgetary imbalance, weak pension funding ratios, increasing overall net debt burden, poor economic conditions and concerns that the fiscal and economic policies of the newly-elected governor will undo prior progress.


Columbia Dividend Opportunity featured in Barron's

BOSTON | November 5, 2012

The Columbia Dividend Opportunity Fund was featured in this November 5, 2012 reprint of Barron's.


Columbia Management earns prestigious honors from MFEA

BOSTON | November 1, 2012

Columbia Management received a top honor from the Mutual Fund Education Alliance (MFEA) at its annual STAR Awards.


Columbia Management expands college savings plan investment lineup

BOSTON | October 1, 2012

Columbia Management today announced the launch of its new Future Scholar 529 College Savings Plan featuring more investment options, reduced fees and lower investment minimums.


Columbia Management Hires Zach Pandl as Senior Interest Rate Strategist

BOSTON | July 30, 2012

Columbia Management today announced the appointment of Zach Pandl as Senior Interest Rate Strategist, a newly-created position at the firm.


Columbia Management Launches Risk Allocation Fund

BOSTON | June 21, 2012

Columbia Management today announced the launch of Columbia Risk Allocation Fund (CRAAX), an open-end fund focused on allocating risk, rather than capital, that seeks to generate consistent returns over time.


Columbia Management Earns Five Lipper Awards

BOSTON | March 9, 2012

Five Columbia Management funds have received 2012 Lipper Fund Awards as top-performing mutual funds in their respective Lipper categories as of December 31, 2011.


Columbia Management Launches Social Media Program

BOSTON | January 12, 2012

Columbia Management has launched a social media program designed to help advisors better communicate with clients and prospects. Three social media outlets now feature easy-to-share news and insights in the form of blog entries, tweets and videos.


2011

Exposure update for parent company of American Airlines as of November 29, 2011
BOSTON | November 30, 2011

As of November 29, 2011, Columbia Management equity, taxable fixed-income and money market retail mutual funds had no exposure to AMR Corporation, the parent company of American Airlines. Certain Columbia Management tax-exempt fixed-income retail mutual funds have minimal exposure to securities of AMR Corporation.


Exposure Update for Jefferson County, Alabama as of November 9, 2011
BOSTON | November 11, 2011

As of November 9, 2011, Columbia Management had minimal exposure to bonds issued by Jefferson County, Alabama.


Exposure Update for MF Global Holdings Ltd. as of September 30, 2011
BOSTON | November 4, 2011

As of September 30, 2011, Columbia Management fixed-income mutual funds and money market mutual funds had no exposure to MF Global Holdings Ltd.


Columbia Management Launches Emerging Market and European Funds
BOSTON | August 22, 2011

Columbia Management today announced the launch of two international equity funds: Columbia Acorn Emerging Markets Fund (CAGAX) and Columbia Acorn European Fund (CAEAX). The open-end mutual funds invest in companies with market caps under $5 billion. They are managed by Columbia Wanger Asset Management, which also manages Columbia Acorn International Fund (LAIAX) and Columbia Acorn International Select Fund (LAFAX).


Columbia Management Launches Flexible Capital Income Fund
BOSTON | August 1, 2011

Columbia Management today announced the launch of the Columbia Flexible Capital Income Fund (CFIAX), which seeks to provide income generation and capital appreciation. The fund's experienced management team takes an innovative approach to income investing by exploring asset classes not found in traditional balanced funds.


Columbia Management To Enter Active ETF Market
BOSTON | April 15, 2011

Columbia Management Investment Advisers, LLC, today announced an agreement to acquire Grail Advisors, LLC, a registered investment adviser that offers actively managed exchange-traded funds (ETFs). The deal will provide Columbia Management with active ETF capabilities, adding to its broad product line-up. Active ETFs combine the potential benefits of traditional ETF investing with active portfolio management.


Columbia Management Launches Absolute Return Funds
BOSTON | April 4, 2011

Columbia Management today announced the launch of two open-end mutual funds: The Columbia Absolute Return Multi-Strategy Fund (CMSAX) and the Columbia Absolute Return Enhanced Multi-Strategy Fund (CEMAX). The funds employ multiple strategies designed to help reduce overall portfolio volatility and generate positive (absolute) returns.


Columbia Management Earns Seven Lipper Fund Awards
BOSTON | March 24, 2011

Seven Columbia Management funds have received 2011 Lipper Fund Awards as top-performing mutual funds in their respective Lipper categories as of December 31, 2010.


2010

Columbia Management Fund Shareholders to Save Projected $30 Million Annually
BOSTON | September 28, 2010

Columbia Management announced that it expects fund shareholders to save approximately $30 million annually pending the implementation of fee change and fund merger proposals.



Current and future holdings are subject to risk.

Closed-End Funds

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Contacts

Carlos Melville
617.897.9384
carlos.melville@ampf.com

Ryan Lund
612.671.3459
ryan.s.lund@ampf.com