-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, JujWtwVNwKBa3FTDb0yxn1VzmNT234nbNQl9BVmdw5UIXUSx5tClqUG66eZm1qzo nypaq0CXwsata4mGJ7+rSw== 0000773757-08-000098.txt : 20080514 0000773757-08-000098.hdr.sgml : 20080514 20080514123455 ACCESSION NUMBER: 0000773757-08-000098 CONFORMED SUBMISSION TYPE: 497 PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20080514 DATE AS OF CHANGE: 20080514 EFFECTIVENESS DATE: 20080514 FILER: COMPANY DATA: COMPANY CONFORMED NAME: COLUMBIA FUNDS SERIES TRUST I CENTRAL INDEX KEY: 0000773757 IRS NUMBER: 363376651 STATE OF INCORPORATION: MA FISCAL YEAR END: 0630 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 002-99356 FILM NUMBER: 08830529 BUSINESS ADDRESS: STREET 1: ONE FINANCIAL CENTER CITY: BOSTON STATE: MA ZIP: 02111 BUSINESS PHONE: 8003382550 MAIL ADDRESS: STREET 1: ONE FINANCIAL CENTER CITY: BOSTON STATE: MA ZIP: 02111 FORMER COMPANY: FORMER CONFORMED NAME: COLUMBIA FUNDS TRUST IX DATE OF NAME CHANGE: 20031107 FORMER COMPANY: FORMER CONFORMED NAME: LIBERTY STEIN ROE FUNDS MUNICIPAL TRUST DATE OF NAME CHANGE: 19991025 FORMER COMPANY: FORMER CONFORMED NAME: STEINROE MUNICIPAL TRUST DATE OF NAME CHANGE: 19920703 0000773757 S000012074 Columbia Strategic Investor Fund C000032872 Class A C000032873 Class B C000032874 Class C C000032876 Class Z 497 1 saistratinvsup.txt PORTFOLIO MANAGER CHANGE SAI SUPPLEMENT COLUMBIA FUNDS SERIES TRUST I Columbia Strategic Investor Fund (the "Fund") Supplement to the Statement of Additional Information, dated January 1, 2008 Effective April 15, 2008, Dara J. White will no longer serve as a co-portfolio manager of the Fund and Mary-Ann Ward will serve as a co-portfolio manager of the Fund. Accordingly, all references to Dara J. White as a co-portfolio manager of the Fund are removed from the Statement of Additional Information of the Fund. The following information as it pertains to the Fund is revised as follows: The following is added to the table under the heading "Portfolio Manager(s) of the Advisor": - ------------------------------------------------------- ----------------------------------------------------- Portfolio Manager Fund - ------------------------------------------------------- ----------------------------------------------------- - ------------------------------------------------------- ----------------------------------------------------- Mary-Ann Ward Strategic Investor Fund - ------------------------------------------------------- -----------------------------------------------------
The following is added to the table under the heading "Compensation": - -------------------------------- ----------------------------------------- --------------------------------------------------- Portfolio Manager Performance Benchmark Peer Group - -------------------------------- ----------------------------------------- --------------------------------------------------- - -------------------------------- ----------------------------------------- --------------------------------------------------- Mary-Ann Ward Russell 1000 Index Lipper Multi-Cap Core Classification (Strategic Investor Fund) - -------------------------------- ----------------------------------------- ---------------------------------------------------
The following is added to the table under the heading "Other Accounts Managed by the Portfolio Manager(s)": - -------------------------------- -------------------------------- -------------------------------- ------------------------------ Other SEC-registered open-end and Other pooled investment Portfolio Manager closed-end funds vehicles Other accounts - -------------------------------- -------------------------------- -------------------------------- ------------------------------ - -------------------------------- ------------ ------------------- ------------ ------------------- ------------ ----------------- Number of Assets Number of Assets Number of Assets accounts accounts accounts - -------------------------------- ------------ ------------------- ------------ ------------------- ------------ ----------------- - -------------------------------- ------------ ------------------- ------------ ------------------- ------------ ----------------- Mary-Ann Ward 6 $2.0 billion 1 $380 million 30 $250 milion - -------------------------------- ------------ ------------------- ------------ ------------------- ------------ -----------------
*Account information is provided as of March 31, 2008. The following is added to the table under the heading "Other Accounts Managed by the Portfolio Manager(s) for which Compensation is Based on Performance": - -------------------------------- -------------------------------- -------------------------------- ------------------------------ Other SEC-registered open-end and Other pooled investment Portfolio Manager closed-end funds vehicles Other accounts - -------------------------------- -------------------------------- -------------------------------- ------------------------------ - -------------------------------- ------------ ------------------- ------------ ------------------- ------------ ----------------- Number of Assets Number of Assets Number of Assets accounts accounts accounts - -------------------------------- ------------ ------------------- ------------ ------------------- ------------ ----------------- - -------------------------------- ------------ ------------------- ------------ ------------------- ------------ ----------------- Mary-Ann Ward 0 $0 0 $0 0 $0 - -------------------------------- ------------ ------------------- ------------ ------------------- ------------ -----------------
*Account information is provided as of March 31, 2008. The following is added to the table under the heading "Ownership of Securities": - ---------------------------------------------------------------- ------------------------------------------------------------- Dollar Range of Equity Securities in the Portfolio Manager Fund Beneficially Owned - ---------------------------------------------------------------- ------------------------------------------------------------- - ---------------------------------------------------------------- ------------------------------------------------------------- Mary-Ann Ward None - ---------------------------------------------------------------- -------------------------------------------------------------
* Account information is provided as of March 31, 2008. INT-50/153111-0408 May 14, 2008 -----END PRIVACY-ENHANCED MESSAGE-----