Ultimus Managers Trust

Form Type: 497

Filing Date: 2024-12-30

Corporate Action: Liquidation

Type: New

Accession Number: 000158064224007850

Comments: Westwood Global Real Estate Fund, a series of Ultimus Managers Trust, has terminated its public offering of shares and will discontinue operations effective February 19, 2025. All outstanding shares will be redeemed at net asset value on this date. Shareholders may exchange their holdings for another fund within the Trust prior to liquidation. The decision to discontinue operations was approved by the Board of Trustees on December 20, 2024, after evaluating the best interests of shareholders. Portfolio securities will be liquidated by February 19, 2025, and accounts will be closed with proceeds sent to shareholders. The transaction will be treated as a sale for tax purposes, and shareholders should consult tax advisors for proper treatment of their accounts. A phone number is provided for further inquiries.

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