0001398344-18-014798.txt : 20181011 0001398344-18-014798.hdr.sgml : 20181011 20181011135938 ACCESSION NUMBER: 0001398344-18-014798 CONFORMED SUBMISSION TYPE: 497 PUBLIC DOCUMENT COUNT: 15 FILED AS OF DATE: 20181011 DATE AS OF CHANGE: 20181011 EFFECTIVENESS DATE: 20181011 FILER: COMPANY DATA: COMPANY CONFORMED NAME: UNIFIED SERIES TRUST CENTRAL INDEX KEY: 0001199046 IRS NUMBER: 000000000 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 333-100654 FILM NUMBER: 181117955 BUSINESS ADDRESS: STREET 1: 225 PICTORIA DRIVE, SUITE 450 CITY: CINCINNATI STATE: OH ZIP: 45246 BUSINESS PHONE: 513-346-3324 MAIL ADDRESS: STREET 1: 225 PICTORIA DRIVE, SUITE 450 CITY: CINCINNATI STATE: OH ZIP: 45246 0001199046 S000047225 Spouting Rock/Convex Global Dynamic Risk Fund C000147974 Institutional Class CVXIX C000147975 Advisor Class CVXAX 497 1 fp0036286_497-xbrl.htm

UNIFIED SERIES TRUST

225 Pictoria Drive, Suite 450

Cincinnati, Ohio 45246

 

 

October 11, 2018

 

EDGAR CORRESPONDENCE

 

Securities & Exchange Commission

Division of Investment Management

100 F Street NE

Washington, DC 20549

 

Re:Unified Series Trust (“Registrant”) (SEC File Nos. 811-21237 and 333-100654)

 

Ladies and Gentlemen:

 

On behalf of the Registrant, attached herewith for filing pursuant to paragraph (e) of Rule 497 under the Securities Act of 1933, as amended (the “1933 Act”), please find interactive data format risk/return summary information that mirrors the risk/return summary information in the Supplement, dated October 5, 2018, for the Spouting Rock/Convex Global Dynamic Risk Fund.

 

If you have any questions or would like further information, please contact me at (513) 346-3324.

 

Sincerely,

 

/s/ Elisabeth Dahl

 

Elisabeth Dahl

Secretary

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[Text] Maximum Cumulative Sales Charge (as a percentage of Offering Price) Maximum Cumulative Sales Charge (as a percentage) Maximum Sales Charge Imposed on Purchases (as a percentage of Offering Price) Maximum Deferred Sales Charge (as a percentage of Offering Price) Maximum Deferred Sales Charge (as a percentage) Maximum Sales Charge on Reinvested Dividends and Distributions (as a percentage) Redemption Fee (as a percentage of Amount Redeemed) Redemption Fee Exchange Fee (as a percentage of Amount Redeemed) Exchange Fee Maximum Account Fee (as a percentage of Assets) Maximum Account Fee Shareholder Fee, Other Institutional Class Advisor Class Operating Expenses Column [Text] Management Fees (as a percentage of Assets) Distribution and Service (12b-1) Fees Distribution or Similar (Non 12b-1) Fees Component1 Other Expenses Component2 Other Expenses Component3 Other Expenses Other Expenses (as a percentage of Assets): Acquired Fund Fees and Expenses Expenses (as a percentage of Assets) 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Spouting Rock/Convex Global Dynamic Risk Fund

October 5, 2018

 

SPOUTING ROCK/CONVEX GLOBAL DYNAMIC RISK FUND (the “Fund”)
Supplement to the Prospectus dated January 28, 2018 As Amended March 2, 2018

 

The Board of Trustees of Unified Series Trust has approved a change in strategy for the Fund that will take effect no earlier than 60 days from the date of this Supplement, upon the effective date of a new prospectus changing the Fund’s principal investment strategies to reflect a small cap growth strategy. Concurrently, the Fund’s name will be changed to “Spouting Rock Small Cap Growth Fund” and the Fund’s investment objective will be changed to “long term capital appreciation.” The Fund will continue to pursue its current investment objective and strategy until the effective date of the new prospectus.

 

You should read this supplement in conjunction with the Fund’s Prospectus and Statement of Additional Information, each dated January 28, 2018, As Amended March 2, 2018, and retain it for future reference.

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October 5, 2018

 

SPOUTING ROCK/CONVEX GLOBAL DYNAMIC RISK FUND (the “Fund”)
Supplement to the Prospectus dated January 28, 2018 As Amended March 2, 2018

 

The Board of Trustees of Unified Series Trust has approved a change in strategy for the Fund that will take effect no earlier than 60 days from the date of this Supplement, upon the effective date of a new prospectus changing the Fund’s principal investment strategies to reflect a small cap growth strategy. Concurrently, the Fund’s name will be changed to “Spouting Rock Small Cap Growth Fund” and the Fund’s investment objective will be changed to “long term capital appreciation.” The Fund will continue to pursue its current investment objective and strategy until the effective date of the new prospectus.

 

You should read this supplement in conjunction with the Fund’s Prospectus and Statement of Additional Information, each dated January 28, 2018, As Amended March 2, 2018, and retain it for future reference.

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