0000928816-23-001452.txt : 20231010 0000928816-23-001452.hdr.sgml : 20231010 20231010143334 ACCESSION NUMBER: 0000928816-23-001452 CONFORMED SUBMISSION TYPE: DEFA14A PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20231010 DATE AS OF CHANGE: 20231010 FILER: COMPANY DATA: COMPANY CONFORMED NAME: PUTNAM FUNDS TRUST CENTRAL INDEX KEY: 0001005942 IRS NUMBER: 043299786 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: DEFA14A SEC ACT: 1934 Act SEC FILE NUMBER: 811-07513 FILM NUMBER: 231317545 BUSINESS ADDRESS: STREET 1: 100 FEDERAL STREET CITY: BOSTON STATE: MA ZIP: 02110 BUSINESS PHONE: 6177601000 MAIL ADDRESS: STREET 1: 100 FEDERAL STREET CITY: BOSTON STATE: MA ZIP: 02110 0001005942 S000029796 PUTNAM CORE EQUITY FUND C000091525 CLASS A C000091526 CLASS B C000091527 CLASS C C000091529 CLASS R C000091530 CLASS Y C000203066 Class R6 Shares DEFA14A 1 a_coreeqdefa14a.htm PUTNAM FUNDS TRUST a_coreeqdefa14a.htm
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION 
WASHINGTON, DC 20549
 
SCHEDULE 14A
(RULE 14A-101)
 
INFORMATION REQUIRED IN PROXY STATEMENT 
 
SCHEDULE 14A INFORMATION
 
Proxy Statement Pursuant to Section 14(a)
of the Securities Exchange Act of 1934
 
Filed by the Registrant / X /
 
Filed by a Party other than the Registrant / /

 

Check the appropriate box:

 

/    /  Preliminary Proxy Statement. 
/    /  Confidential, for use of the Commission Only (as permitted by Rule 14a-6(e) (2)). 
/    /  Definitive Proxy Statement. 
/ X /   Definitive Additional Materials. 
/    /  Soliciting Material under § 240.14a-12. 

 

PUTNAM FUNDS TRUST
 
(Name of Registrant as Specified in its Charter) 
 
(Name of Person(s) Filing Proxy Statement, 
if Other Than the Registrant)

 

Payment of Filing Fee (Check the appropriate box):

 

/ X /  No fee required. 
 
/    /  Fee computed on table below per Exchange Act Rules 14a-6(i)(1) and 0-11. 
(1) Title of each class of securities to which transaction applies: 
(2) Aggregate number of securities to which transaction applies: 
(3) Per unit price or other underlying value of transaction computed pursuant to Exchange 
Act Rule 0-11 (set forth the amount on which the filing fee is calculated and state how 
it was determined): 
(4) Proposed maximum aggregate value of transaction: 
(5) Total fee paid: 

 

 

/    /  Fee paid previously with preliminary materials. 
 
/    /  Check box if any part of the fee is offset as provided by Exchange Act Rule 0-11(a)(2) and 
identify the filing for which the offsetting fee was paid previously. Identify the previous 
filing by registration statement number, or the Form or Schedule and the date of its filing. 
(1) Amount Previously Paid: 
(2) Form, Schedule or Registration Statement No.: 
(3) Filing Party: 
(4) Date Filed: 

 

-2- 

 

 

Subject: Important update for your Putnam Core Equity Fund clients

 

Dear XX,

 

I’m writing to share an update on Putnam Core Equity Fund and to ask for your support in a proxy solicitation.

 

Putnam Investments is expected to be acquired by Franklin Templeton later this year. As part of the transaction, the Putnam funds must seek approval from shareholders for a new management contract and a new sub-advisory contract for each fund.

 

To help ensure a smooth transition, clients must vote in a timely manner. Putnam has retained Broadridge Financial Solutions to assist with the solicitation.

 

Our goal is to limit disruption for you and your clients:

 

·There are no changes expected for Putnam Core Equity’s investment process or portfolio managers.
·Once the deal closes, Putnam’s equity group will be able to tap into additional resources and will become an autonomous Specialist Investment Manager (SIM) within the broader group of Franklin Templeton companies.
·We recognize your clients are busy, and have made it easy to vote via phone, mail or online. Please note: The solicitation will stop as soon as the client submits their vote(s).

 

 

If you are able to identify clients with large positions in the strategy, it would be greatly appreciated if you could reach out to them. You can find more detailed information in the proxy statement and a shareholder-approved Q&A, which includes details on how your clients can vote.

 

Together, Putnam Investments and Franklin Templeton will seek to create a stronger asset management organization to deliver more choice and better outcomes for clients. Thank you for your ongoing support. If you have any questions, please call Putnam’s Client Engagement Center at 1-800-354-4000.

 

 

Best,

RC/AC

 

Putnam Retail Management

100 Federal Street

Boston, MA 02109

 

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