M&A: FIDELITY ADVISOR SERIES VIII

Form Type: 497K

Filing Date: 2024-12-27

Corporate Action: Merger

Type: New

Accession Number: 000072921824000062

Comments: The document outlines a proposed reorganization involving the Fidelity Advisor® Value Leaders Fund and the Fidelity® Blue Chip Value Fund. The Agreement and Plan of Reorganization intends to transfer all assets of the Fidelity Advisor® Value Leaders Fund into the Fidelity® Blue Chip Value Fund on a tax-free basis. Following the asset transfer, shareholders of Fidelity Advisor® Value Leaders Fund will receive corresponding shares of the Fidelity® Blue Chip Value Fund. The reorganization is scheduled to be voted on at a Special Meeting of shareholders during the second quarter of 2025, with the effective date anticipated to be around May 9, 2025. Shareholders can continue holding and purchasing additional shares until the reorganization takes place, provided they remain informed about the associated fees and expenses.

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