0001193125-13-014236.txt : 20130116 0001193125-13-014236.hdr.sgml : 20130116 20130116121104 ACCESSION NUMBER: 0001193125-13-014236 CONFORMED SUBMISSION TYPE: 497 PUBLIC DOCUMENT COUNT: 7 FILED AS OF DATE: 20130116 DATE AS OF CHANGE: 20130116 EFFECTIVENESS DATE: 20130116 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CALAMOS ADVISORS TRUST/IL CENTRAL INDEX KEY: 0001079575 IRS NUMBER: 367271106 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 333-72511 FILM NUMBER: 13531950 BUSINESS ADDRESS: STREET 1: 2020 CALAMOS COURT STREET 2: C/O CALAMOS ADVISORS LLC CITY: NAPERVILLE STATE: IL ZIP: 60563 BUSINESS PHONE: 6302451046 MAIL ADDRESS: STREET 1: 2020 CALAMOS COURT STREET 2: C/O CALAMOS ADVISORS LLC CITY: NAPERVILLE STATE: IL ZIP: 60563 FORMER COMPANY: FORMER CONFORMED NAME: CALAMOS INSURANCE TRUST DATE OF NAME CHANGE: 19990212 0001079575 S000006427 Calamos Growth & Income Portfolio C000017621 Calamos Growth & Income Portfolio 497 1 d455823d497.htm 497 497

EXPLANATORY NOTE

Attached for filing are exhibits containing interactive data format risk/return summary information that mirrors the risk/return summary information included in a supplement to the Prospectus dated April 29, 2012, for Calamos Growth and Income Portfolio, a series of Calamos Advisors Trust, filed with the Securities and Exchange Commission on December 19, 2012 (Accession No. 0001193125-12-508267), the purpose of which was to make certain clarifications to the Portfolio’s risk/return summary information.

EX-101.INS 2 cit2-20121219.xml XBRL INSTANCE DOCUMENT 0001079575 2011-04-30 2012-04-29 0001079575 cit2:S000006427Member 2011-04-30 2012-04-29 Other 2012-04-29 2011-12-31 CALAMOS ADVISORS TRUST/IL 0001079575 false 2012-12-19 2012-12-19 <p style="margin-top:0px;margin-bottom:0px;padding-bottom:0px; " align="center"><font style="font-family:times new roman" size="2"><b>C<small>ALAMOS</small> <font style="font-family:times new roman" size="1"><sup style="vertical-align:baseline; position:relative; bottom:.8ex">&reg;</sup></font> G<small>ROWTH</small> <small>AND</small> I<small>NCOME</small> P<small>ORTFOLIO</small> </b></font></p> <p style="margin-top:10px;margin-bottom:0px" align="center"><font style="font-family:times new roman" size="2"><b>Supplement dated December&nbsp;19, 2012 to the </b></font></p> <p style="margin-top:0px;margin-bottom:0px" align="center"><font style="font-family:times new roman" size="2"><b>Prospectus and Statement of Additional Information </b></font></p> <p style="margin-top:0px;margin-bottom:0px" align="center"><font style="font-family:times new roman" size="2"><b>dated April&nbsp;29, 2012 as previously supplement on August&nbsp;31, 2012 </b></font></p> <p style="margin-top:10px;margin-bottom:0px"><font style="font-family:times new roman" size="2"><i>The Principal Investment Strategies Section on Page 4 of the Prospectus shall be replaced in its entirety as follows: </i></font></p> <p style="margin-top:10px;margin-bottom:0px"><font style="font-family:times new roman" size="2"><b>Principal Investment Strategies </b></font></p> <p style="margin-top:2px;margin-bottom:0px"><font style="font-family:times new roman" size="2">The Portfolio invests primarily in a diversified portfolio of convertible (including synthetic convertible instruments), equity and fixed-income securities of U.S.&nbsp;companies without regard to market capitalization. In pursuing its investment objective, the Portfolio attempts to utilize these different types of securities to strike, in the investment adviser&#146;s opinion, the appropriate balance between risk and return in terms of growth and income. </font></p> <p style="margin-top:10px;margin-bottom:0px"><font style="font-family:times new roman" size="2">As the market environment changes, portfolio securities may change in an attempt to achieve a relatively consistent risk level over time. The average term to maturity of the convertible and fixed-income securities purchased by the Portfolio will typically range from five to ten years. The Portfolio&#146;s investment adviser seeks to lower the risks of investing in stocks by using a &#147;top-down approach&#148; of diversification by company, industry, sector, country and currency and focusing on macro-level investment themes. Consistent with the Fund&#146;s investment objective and principal investment strategies the Fund&#146;s investment adviser attempts to lower market risk by selecting and investing in securities that it believes will exhibit less volatility and will provide greater capital exposure and more consistent returns than the market as a whole </font></p> <p style="margin-top:0px;margin-bottom:0px;padding-bottom:0px; " align="center"><font style="font-family:times new roman" size="2"><b>C<small>ALAMOS</small> <font style="font-family:times new roman" size="1"><sup style="vertical-align:baseline; position:relative; bottom:.8ex">&reg;</sup></font> G<small>ROWTH</small> <small>AND</small> I<small>NCOME</small> P<small>ORTFOLIO</small> </b></font></p> <p style="margin-top:10px;margin-bottom:0px" align="center"><font style="font-family:times new roman" size="2"><b>Supplement dated December&nbsp;19, 2012 to the </b></font></p> <p style="margin-top:0px;margin-bottom:0px" align="center"><font style="font-family:times new roman" size="2"><b>Prospectus and Statement of Additional Information </b></font></p> <p style="margin-top:0px;margin-bottom:0px" align="center"><font style="font-family:times new roman" size="2"><b>dated April&nbsp;29, 2012 as previously supplement on August&nbsp;31, 2012 </b></font></p> <p style="margin-top:10px;margin-bottom:0px"><font style="font-family:times new roman" size="2"><i>The Principal Investment Strategies Section on Page 4 of the Prospectus shall be replaced in its entirety as follows: </i></font></p> <p style="margin-top:10px;margin-bottom:0px"><font style="font-family:times new roman" size="2"><b>Principal Investment Strategies </b></font></p> <p style="margin-top:2px;margin-bottom:0px"><font style="font-family:times new roman" size="2">The Portfolio invests primarily in a diversified portfolio of convertible (including synthetic convertible instruments), equity and fixed-income securities of U.S.&nbsp;companies without regard to market capitalization. In pursuing its investment objective, the Portfolio attempts to utilize these different types of securities to strike, in the investment adviser&#146;s opinion, the appropriate balance between risk and return in terms of growth and income. </font></p> <p style="margin-top:10px;margin-bottom:0px"><font style="font-family:times new roman" size="2">As the market environment changes, portfolio securities may change in an attempt to achieve a relatively consistent risk level over time. The average term to maturity of the convertible and fixed-income securities purchased by the Portfolio will typically range from five to ten years. The Portfolio&#146;s investment adviser seeks to lower the risks of investing in stocks by using a &#147;top-down approach&#148; of diversification by company, industry, sector, country and currency and focusing on macro-level investment themes. Consistent with the Fund&#146;s investment objective and principal investment strategies the Fund&#146;s investment adviser attempts to lower market risk by selecting and investing in securities that it believes will exhibit less volatility and will provide greater capital exposure and more consistent returns than the market as a whole </font></p> <b>Principal Investment Strategies </b> The Portfolio invests primarily in a diversified portfolio of convertible (including synthetic convertible instruments), equity and fixed-income securities of U.S.&nbsp;companies without regard to market capitalization. In pursuing its investment objective, the Portfolio attempts to utilize these different types of securities to strike, in the investment adviser&#146;s opinion, the appropriate balance between risk and return in terms of growth and income.<br/><br/>As the market environment changes, portfolio securities may change in an attempt to achieve a relatively consistent risk level over time. The average term to maturity of the convertible and fixed-income securities purchased by the Portfolio will typically range from five to ten years. The Portfolio&#146;s investment adviser seeks to lower the risks of investing in stocks by using a &#147;top-down approach&#148; of diversification by company, industry, sector, country and currency and focusing on macro-level investment themes. 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CALAMOS ® GROWTH AND INCOME PORTFOLIO

Supplement dated December 19, 2012 to the

Prospectus and Statement of Additional Information

dated April 29, 2012 as previously supplement on August 31, 2012

The Principal Investment Strategies Section on Page 4 of the Prospectus shall be replaced in its entirety as follows:

Principal Investment Strategies

The Portfolio invests primarily in a diversified portfolio of convertible (including synthetic convertible instruments), equity and fixed-income securities of U.S. companies without regard to market capitalization. In pursuing its investment objective, the Portfolio attempts to utilize these different types of securities to strike, in the investment adviser’s opinion, the appropriate balance between risk and return in terms of growth and income.

As the market environment changes, portfolio securities may change in an attempt to achieve a relatively consistent risk level over time. The average term to maturity of the convertible and fixed-income securities purchased by the Portfolio will typically range from five to ten years. The Portfolio’s investment adviser seeks to lower the risks of investing in stocks by using a “top-down approach” of diversification by company, industry, sector, country and currency and focusing on macro-level investment themes. Consistent with the Fund’s investment objective and principal investment strategies the Fund’s investment adviser attempts to lower market risk by selecting and investing in securities that it believes will exhibit less volatility and will provide greater capital exposure and more consistent returns than the market as a whole

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CALAMOS ® GROWTH AND INCOME PORTFOLIO

Supplement dated December 19, 2012 to the

Prospectus and Statement of Additional Information

dated April 29, 2012 as previously supplement on August 31, 2012

The Principal Investment Strategies Section on Page 4 of the Prospectus shall be replaced in its entirety as follows:

Principal Investment Strategies

The Portfolio invests primarily in a diversified portfolio of convertible (including synthetic convertible instruments), equity and fixed-income securities of U.S. companies without regard to market capitalization. In pursuing its investment objective, the Portfolio attempts to utilize these different types of securities to strike, in the investment adviser’s opinion, the appropriate balance between risk and return in terms of growth and income.

As the market environment changes, portfolio securities may change in an attempt to achieve a relatively consistent risk level over time. The average term to maturity of the convertible and fixed-income securities purchased by the Portfolio will typically range from five to ten years. The Portfolio’s investment adviser seeks to lower the risks of investing in stocks by using a “top-down approach” of diversification by company, industry, sector, country and currency and focusing on macro-level investment themes. Consistent with the Fund’s investment objective and principal investment strategies the Fund’s investment adviser attempts to lower market risk by selecting and investing in securities that it believes will exhibit less volatility and will provide greater capital exposure and more consistent returns than the market as a whole

Calamos Growth & Income Portfolio
 
Risk/Return: rr_RiskReturnAbstract  
Supplement [Text Block] cit2_SupplementTextBlock

CALAMOS ® GROWTH AND INCOME PORTFOLIO

Supplement dated December 19, 2012 to the

Prospectus and Statement of Additional Information

dated April 29, 2012 as previously supplement on August 31, 2012

The Principal Investment Strategies Section on Page 4 of the Prospectus shall be replaced in its entirety as follows:

Principal Investment Strategies

The Portfolio invests primarily in a diversified portfolio of convertible (including synthetic convertible instruments), equity and fixed-income securities of U.S. companies without regard to market capitalization. In pursuing its investment objective, the Portfolio attempts to utilize these different types of securities to strike, in the investment adviser’s opinion, the appropriate balance between risk and return in terms of growth and income.

As the market environment changes, portfolio securities may change in an attempt to achieve a relatively consistent risk level over time. The average term to maturity of the convertible and fixed-income securities purchased by the Portfolio will typically range from five to ten years. The Portfolio’s investment adviser seeks to lower the risks of investing in stocks by using a “top-down approach” of diversification by company, industry, sector, country and currency and focusing on macro-level investment themes. Consistent with the Fund’s investment objective and principal investment strategies the Fund’s investment adviser attempts to lower market risk by selecting and investing in securities that it believes will exhibit less volatility and will provide greater capital exposure and more consistent returns than the market as a whole

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Strategy Narrative [Text Block] rr_StrategyNarrativeTextBlock The Portfolio invests primarily in a diversified portfolio of convertible (including synthetic convertible instruments), equity and fixed-income securities of U.S. companies without regard to market capitalization. In pursuing its investment objective, the Portfolio attempts to utilize these different types of securities to strike, in the investment adviser’s opinion, the appropriate balance between risk and return in terms of growth and income.

As the market environment changes, portfolio securities may change in an attempt to achieve a relatively consistent risk level over time. The average term to maturity of the convertible and fixed-income securities purchased by the Portfolio will typically range from five to ten years. The Portfolio’s investment adviser seeks to lower the risks of investing in stocks by using a “top-down approach” of diversification by company, industry, sector, country and currency and focusing on macro-level investment themes. Consistent with the Fund’s investment objective and principal investment strategies the Fund’s investment adviser attempts to lower market risk by selecting and investing in securities that it believes will exhibit less volatility and will provide greater capital exposure and more consistent returns than the market as a whole
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