Liquidation: AMG Funds IV

Form Type: 497

Filing Date: 2025-06-11

Corporate Action: Liquidation

Type: Update

Accession Number: 000119312525139251

Filing Summary: The Board of Trustees of AMG Funds IV has approved a plan to liquidate and terminate the AMG Beutel Goodman Core Plus Bond Fund, expected to occur on or about September 11, 2025. Effective June 12, 2025, the Fund will begin selling its portfolio investments and will invest the proceeds in cash and cash equivalents in anticipation of the liquidation. Proceeds from the liquidation will be distributed to shareholders promptly following the liquidation date. After the close of business on June 11, 2025, the Fund will no longer accept new investments, except for existing asset allocation programs and automatic investment programs. Shareholders will receive a letter detailing options and instructions regarding the liquidation and redemption proceeds, which may be sent via check. A potential exchange of shares into other funds within the AMG Funds family is available for Direct Shareholders. Accumulated net capital gains and investment income will be distributed to shareholders of record as of June 16, 2025, which may be taxable unless held in tax-advantaged accounts.

Form Type: 497K

Filing Date: 2025-06-11

Corporate Action: Liquidation

Type: New

Accession Number: 000119312525139255

Filing Summary: AMG Funds IV's Board of Trustees has approved the liquidation and termination of the AMG Beutel Goodman Core Plus Bond Fund, effective on or about September 11, 2025. As part of the liquidation process, the Fund will begin selling its portfolio investments and will invest the proceeds in cash and cash equivalents starting June 12, 2025. Shareholders will receive the proceeds promptly following the Liquidation Date in full redemption of their shares. After June 11, 2025, the Fund will cease accepting new investments, except from existing asset allocation programs and automatic investment plans. A letter detailing the options and instructions regarding the liquidation will be sent to Direct Shareholders. These shareholders may opt to receive redemption proceeds via check or exchange their shares into another fund within the AMG Funds family. The Fund also plans to distribute any accumulated net capital gains and net investment income to shareholders of record by June 16, 2025, which may have tax implications for certain shareholders.