M&A - NATIONWIDE VARIABLE ACCOUNT II

Form Type: 497

Filing Date: 2025-01-23

Corporate Action: Merger

Type: Update

Accession Number: 000119312525011064

Filing Summary: This document serves as a supplement dated January 23, 2025, to multiple statutory prospectuses and provides updates related to the investment options and subadvisers associated with the Nationwide Variable Insurance Trust. Key changes include the termination of Nationwide Asset Management, LLC as the subadviser to the NVIT Core Bond Fund and the appointment of Loomis, Sayles & Company, L.P. The subsequent effective date for this change is anticipated to be January 27, 2025. Additionally, it notes the termination of Columbia Management Investment Advisor, LLC as the subadviser for the NVIT Columbia Overseas Value Fund with Putnam Investment Management, LLC taking over, effective January 31, 2025. Importantly, the document outlines the Board's approval of the merger of NVIT BNY Mellon Core Plus Bond Fund: Class P with NVIT Core Bond Fund: Class P, set to take place on February 28, 2025. The document further highlights the termination of NS Partners Ltd as the subadviser for the NVIT Emerging Markets Fund, replaced by FIAM LLC, effective March 3, 2025.

Form Type: 497

Filing Date: 2025-01-23

Corporate Action: Merger

Type: Update

Accession Number: 000119312525011065

Filing Summary: On January 23, 2025, a supplement was issued to update the statutory prospectus of multiple funds under the Nationwide Variable Insurance Trust. This document highlights significant changes, including the termination of investment advisors and the appointment of new ones for various funds. Moreover, it states the merger of the NVIT BNY Mellon Core Plus Bond Fund: Class P (Target Fund) with the NVIT Core Bond Fund: Class P (Acquiring Fund), effective on or about February 28, 2025. As part of this merger, the Target Fund will cease to accept new investments, and all of its assets will be transferred to the Acquiring Fund, which will also take on all liabilities of the Target Fund. Additionally, the supplement details other updates related to various investment options and advisors.

Form Type: 497

Filing Date: 2025-01-23

Corporate Action: Merger

Type: Update

Accession Number: 000119312525011066

Filing Summary: This supplement updates the statutory prospectus for various annuity products by Nationwide Variable Insurance Trust. It details several changes approved by the Board of Trustees during meetings in late 2024, with effective dates in January and February 2025. Notably, it includes the termination of Nationwide Asset Management, LLC as the subadviser for the NVIT Core Bond Fund, replaced by Loomis, Sayles & Company, L.P. This change takes effect on January 27, 2025. Moreover, the NVIT Columbia Overseas Value Fund will see Columbia Management Investment Advisor, LLC replaced by Putnam Investment Management, LLC commencing on January 31, 2025. A significant merger of the NVIT BNY Mellon Core Plus Bond Fund into the NVIT Core Bond Fund is scheduled for February 28, 2025. The document also addresses changes in subadvisory roles for the NVIT Emerging Markets Fund, transitioning from NS Partners Ltd to FIAM LLC, effective March 3, 2025.

Form Type: 497

Filing Date: 2025-01-23

Corporate Action: Merger

Type: Update

Accession Number: 000119312525011067

Filing Summary: This document is a supplement to multiple statutory prospectuses related to certain variable annuity products and outlines key changes approved by the Board of Trustees of Nationwide Variable Insurance Trust. Notably, it describes the termination of various subadvisers and their replacements, with significant emphasis on the approved merger of the NVIT BNY Mellon Core Plus Bond Fund into the NVIT Core Bond Fund, effective February 28, 2025. This merger involves the transfer of all or substantially all assets from the Target Fund to the Acquiring Fund, resulting in the Target Fund ceasing to accept new investments. Additionally, the document specifies the upcoming effective dates for these changes, such as January 27, 2025, for the appointment of Loomis, Sayles & Company as the new subadviser to the NVIT Core Bond Fund and March 3, 2025, for the new subadviser FIAM LLC for the NVIT Emerging Markets Fund. Each change is accompanied by the relevant amendments to the statutory prospectus, ensuring that investors are properly informed of these significant updates.

Form Type: 497

Filing Date: 2025-01-23

Corporate Action: Merger

Type: Update

Accession Number: 000119312525011068

Filing Summary: On October 23, 2024, the Board of Trustees of Nationwide Variable Insurance Trust approved the merger of the NVIT BNY Mellon Core Plus Bond Fund: Class P (the 'Target Fund') and the NVIT Core Bond Fund: Class P (the 'Acquiring Fund'). This merger is set to take effect on or about February 28, 2025. The Target Fund will no longer accept transfers or new purchase payments after this date. In exchange for its assets, the Target Fund will receive shares of the Acquiring Fund, which will assume all liabilities of the Target Fund. Additionally, the termination of certain subadvisers has been approved, notably transitioning from Nationwide Asset Management, LLC to Loomis, Sayles & Company, L.P. for the NVIT Core Bond Fund and from Columbia Management Investment Advisor, LLC to Putnam Investment Management, LLC for the NVIT Columbia Overseas Value Fund, with effective dates anticipated on January 27 and January 31, 2025, respectively. The document also discusses other updates regarding fund management and investment advisories.

Form Type: 497

Filing Date: 2025-01-23

Corporate Action: Merger

Type: Update

Accession Number: 000119312525011069

Filing Summary: A supplement dated January 23, 2025, updates information in multiple statutory prospectuses related to Nationwide Variable Insurance Trust. Key changes include the termination of Nationwide Asset Management, LLC as the subadviser to NVIT Core Bond Fund and the appointment of Loomis, Sayles & Company, L.P., effective on or about January 27, 2025. The document also reports the termination of Columbia Management Investment Advisor, LLC for the NVIT Columbia Overseas Value Fund and the appointment of Putnam Investment Management, LLC, effective on or about January 31, 2025. Notably, the merger of NVIT BNY Mellon Core Plus Bond Fund: Class P with NVIT Core Bond Fund: Class P is approved, set to occur on or about February 28, 2025. Post-merger, the Target Fund will not accept new investments and will transfer its assets to the Acquiring Fund, which will assume liabilities. The document also discusses a change regarding the NVIT Emerging Markets Fund, where FIAM LLC will replace NS Partners Ltd as the new subadviser, effective on or about March 3, 2025.

Form Type: 497

Filing Date: 2025-01-23

Corporate Action: Merger

Type: Update

Accession Number: 000119312525011076

Filing Summary: The document is a supplement to several statutory prospectuses that provides updates on investment subadvisers for various funds managed by Nationwide Variable Insurance Trust. Significant changes include the termination of Nationwide Asset Management, LLC as subadviser to the NVIT Core Bond Fund, effective January 27, 2025, with Loomis, Sayles & Company, L.P. appointed as the new subadviser. Similarly, Columbia Management Investment Advisor, LLC will be replaced by Putnam Investment Management, LLC as the subadviser to the NVIT Columbia Overseas Value Fund, effective January 31, 2025. A merger of the NVIT BNY Mellon Core Plus Bond Fund into the NVIT Core Bond Fund is also approved, set to take place on February 28, 2025, with the Target Fund ceasing to accept new purchases and transferring its assets to the Acquiring Fund. Additionally, changes are noted for the NVIT Emerging Markets Fund, with FIAM LLC replacing NS Partners Ltd as subadviser, effective March 3, 2025.

Form Type: 497

Filing Date: 2025-01-23

Corporate Action: Merger

Type: Update

Accession Number: 000119312525011079

Filing Summary: On January 23, 2025, a supplement was issued to various statutory prospectus documents for Nationwide Variable Account II, detailing updates and changes approved by the Board of Trustees of Nationwide Variable Insurance Trust. Significant changes include the termination of certain subadvisers and the appointment of new ones, along with a notable merger involving the NVIT BNY Mellon Core Plus Bond Fund and the NVIT Core Bond Fund, which is set to be effective on or about February 28, 2025. This merger will lead to the Target Fund ceasing new transfers and purchases, with all assets being transferred to the Acquiring Fund, which will assume all liabilities. Additional amendments were made to the investment options and subadvisers for other funds as well, ensuring the statutory prospectus reflects all current and updated information.

Form Type: 497

Filing Date: 2025-01-23

Corporate Action: Merger

Type: Update

Accession Number: 000119312525011082

Filing Summary: This document serves as a supplement to the statutory prospectus for Nationwide Variable Insurance Trust. It outlines several important changes approved by the Board of Trustees during meetings in October and December 2024. Key updates include the termination of subadvisers for various funds and the appointment of new subadvisers. Specifically, Loomis, Sayles & Company, L.P. will become the subadviser for the NVIT Core Bond Fund, effective January 27, 2025, replacing Nationwide Asset Management, LLC. The NVIT Columbia Overseas Value Fund will transition from Columbia Management Investment Advisor, LLC to Putnam Investment Management, LLC on January 31, 2025. Notably, the NVIT BNY Mellon Core Plus Bond Fund will merge with the NVIT Core Bond Fund effective February 28, 2025, where the former will cease to accept new investments and transfer its assets to the latter, which will assume all liabilities. Additionally, the NVIT Emerging Markets Fund will have a change in subadviser from NS Partners Ltd to FIAM LLC, effective March 3, 2025. The prospectus will be amended accordingly to reflect these changes.

Form Type: 497

Filing Date: 2025-01-23

Corporate Action: Merger

Type: Update

Accession Number: 000119312525011084

Filing Summary: This document is a supplement to the statutory prospectus for Nationwide Variable Insurance Trust that updates information regarding changes in subadvisers for specific funds and a merger of funds. On October 23, 2024, the Board approved the termination of Nationwide Asset Management, LLC as the subadviser for the NVIT Core Bond Fund, replacing it with Loomis, Sayles & Company, L.P., effective January 27, 2025. Additionally, Columbia Management Investment Advisor, LLC will be replaced by Putnam Investment Management, LLC for the NVIT Columbia Overseas Value Fund, effective January 31, 2025. Furthermore, a merger of the NVIT BNY Mellon Core Plus Bond Fund: Class P and the NVIT Core Bond Fund: Class P was approved, effective February 28, 2025, resulting in the Target Fund transferring its assets to the Acquiring Fund and assuming all liabilities.

Form Type: 497

Filing Date: 2025-01-23

Corporate Action: Merger

Type: Update

Accession Number: 000119312525011089

Filing Summary: On January 23, 2025, Nationwide Variable Insurance Trust filed a supplement to the statutory prospectus for BOA America's VISION Annuity. This supplement details changes approved by the Board of Trustees, including the termination of several subadvisers and the appointment of new ones. Notably, the merger of the NVIT BNY Mellon Core Plus Bond Fund and the NVIT Core Bond Fund was approved, with an effective date on or about February 28, 2025. The merger stipulates that the Target Fund will not accept new transfers or purchases, and will transfer its assets to the Acquiring Fund, which will assume its liabilities. Additional changes include updated information for various investment options and subadvisers within the annuity products.

Form Type: 497

Filing Date: 2025-01-23

Corporate Action: Merger

Type: Update

Accession Number: 000119312525011091

Filing Summary: On January 23, 2025, Nationwide Variable Insurance Trust announced updates regarding its investment structures including terminating certain subadvisers and appointing new ones. Notably, the Board of Trustees approved the merger of the NVIT BNY Mellon Core Plus Bond Fund: Class P (the Target Fund) into the NVIT Core Bond Fund: Class P (the Acquiring Fund), effective February 28, 2025. Following the merger, the Target Fund will not accept new transactions, and its assets will be transferred to the Acquiring Fund, which will assume all liabilities. Additionally, changes to the subadvisory roles were noted for the NVIT Core Bond Fund and the NVIT Emerging Markets Fund, with Loomis, Sayles & Company, L.P. and FIAM LLC being appointed as new subadvisers, respectively, effective on dates ranging from January 27 to March 3, 2025.

Form Type: 497

Filing Date: 2025-01-23

Corporate Action: Merger

Type: Update

Accession Number: 000119312525011097

Filing Summary: This document is a supplement updating certain information in the statutory prospectus of various variable annuity products issued by Nationwide Variable Insurance Trust. Significant updates include the termination of subadvisers and the appointment of new subadvisers for specific funds within the trust. Notably, the document details the merger of the NVIT BNY Mellon Core Plus Bond Fund into the NVIT Core Bond Fund, effective on or about February 28, 2025. This includes the discontinuation of the Target Fund for new transfers or purchases and the transfer of its assets to the Acquiring Fund, alongside the Acquiring Fund assuming all liabilities of the Target Fund. Additional updates also include changes in subadvisors for other funds, reflecting a broader strategy for management reviews and adjustments within Nationwide’s investment approach.

Form Type: 497

Filing Date: 2025-01-23

Corporate Action: Merger

Type: Update

Accession Number: 000119312525011100

Filing Summary: This document serves as a supplement to various statutory prospectuses and outlines changes approved by the Board of Trustees of Nationwide Variable Insurance Trust. Key updates include the change of subadvisers for several funds and the approval of a merger between the NVIT BNY Mellon Core Plus Bond Fund (the 'Target Fund') and the NVIT Core Bond Fund (the 'Acquiring Fund') with the merger effective on or about February 28, 2025. Post-merger, the Target Fund will cease to accept new investments and will transfer its assets to the Acquiring Fund, which will assume all related liabilities. Additionally, subadvisers for the NVIT Columbia Overseas Value Fund and the NVIT Emerging Markets Fund will be changed, anticipating effective dates around the end of January and early March 2025 respectively. The statutory prospectus is to be amended to reflect these changes and ensure all references to former subadvisers are updated accordingly.

Form Type: 497

Filing Date: 2025-01-23

Corporate Action: Merger

Type: Update

Accession Number: 000119312525011106

Filing Summary: On January 23, 2025, a supplement to the statutory prospectus of various funds under Nationwide Variable Insurance Trust was filed, detailing several changes. Notably, the Board approved the merger of the NVIT BNY Mellon Core Plus Bond Fund (the 'Target Fund') with the NVIT Core Bond Fund (the 'Acquiring Fund'), effective around February 28, 2025. As part of the merger, the Target Fund will cease to accept new investments and will transfer its assets to the Acquiring Fund, which will assume its liabilities. Other updates include the termination of subadvisers for several funds, with Loomis, Sayles & Company appointed to replace Nationwide Asset Management for the NVIT Core Bond Fund, and Putnam Investment Management replacing Columbia Management for the NVIT Columbia Overseas Value Fund. Additionally, FIAM LLC will take over from NS Partners Ltd for the NVIT Emerging Markets Fund, with changes effective in early March 2025. The filing emphasizes the importance of these updates for investors, urging them to retain the supplement for future reference.

Form Type: 497

Filing Date: 2025-01-23

Corporate Action: Merger

Type: Update

Accession Number: 000119312525011107

Filing Summary: On January 23, 2025, Nationwide Variable Insurance Trust issued a supplement to its statutory prospectus to update information regarding its funds. Notably, at a prior meeting on October 23, 2024, the Board approved the merger of the NVIT BNY Mellon Core Plus Bond Fund into the NVIT Core Bond Fund. This merger is scheduled to be effective on or about February 28, 2025. The Target Fund will stop receiving transfers or new purchase payments, while its assets will be transferred to the Acquiring Fund, which will also assume all liabilities of the Target Fund. The document further updates other subadvisory changes that will take effect in January and March 2025, involving the termination of various subadvisers and the appointment of new ones for specific funds within the trust, with new names and responsibilities being formally recognized in the statutory prospectus.

Form Type: 497

Filing Date: 2025-01-23

Corporate Action: Merger

Type: Update

Accession Number: 000119312525011112

Filing Summary: On January 23, 2025, Nationwide Variable Insurance Trust filed a supplement to update information in its statutory prospectus. The Board of Trustees approved multiple changes affecting the NVIT Core Bond Fund and other funds. Key decisions include the termination of Nationwide Asset Management, LLC as the subadviser to the NVIT Core Bond Fund and the appointment of Loomis, Sayles & Company, L.P. as its new subadviser, effective around January 27, 2025. Additionally, the Board approved the termination of Columbia Management Investment Advisor, LLC as the subadviser to the NVIT Columbia Overseas Value Fund, with Putnam Investment Management, LLC taking over, effective around January 31, 2025. A significant merger is approved between the NVIT BNY Mellon Core Plus Bond Fund and the NVIT Core Bond Fund, scheduled to take effect around February 28, 2025. The NVIT BNY Mellon Core Plus Bond Fund will transfer its assets to the NVIT Core Bond Fund, effectively ceasing new investments and transfers to the Target Fund. Another change includes the termination of NS Partners Ltd as subadviser to the NVIT Emerging Markets Fund, with FIAM LLC replacing it, anticipated to take effect around March 3, 2025.

Form Type: 497

Filing Date: 2025-01-23

Corporate Action: Merger

Type: Update

Accession Number: 000119312525011115

Filing Summary: The document serves as a supplement to various statutory prospectuses, updating information regarding subadvisers and a merger involving the NVIT BNY Mellon Core Plus Bond Fund and the NVIT Core Bond Fund. At a meeting of the Board of Trustees on October 23, 2024, a merger was approved between the NVIT BNY Mellon Core Plus Bond Fund (the Target Fund) and the NVIT Core Bond Fund (the Acquiring Fund). This merger is set to take effect on or about February 28, 2025. After the merger, the Target Fund will no longer accept transfers or new purchases, and it will transfer its assets to the Acquiring Fund, which will also assume all liabilities of the Target Fund. Additionally, there are changes in subadvisers for several funds, including the termination of Nationwide Asset Management, LLC and Columbia Management Investment Advisor, LLC, with Loomis, Sayles & Company, L.P. and Putnam Investment Management, LLC appointed as new subadvisers respectively, effective on or around January 27, 2025 and January 31, 2025. Another change involves the termination of NS Partners Ltd as the subadviser to the NVIT Emerging Markets Fund, replaced by FIAM LLC, anticipated to take effect on or about March 3, 2025. The prospectus includes detailed updates to the investment options and subadvisers across various funds.

Form Type: 497

Filing Date: 2025-01-23

Corporate Action: Merger

Type: Update

Accession Number: 000119312525011120

Filing Summary: On January 23, 2025, Nationwide Variable Account II filed a supplement to its statutory prospectus regarding several changes approved by the Board of Trustees. Key among these changes is the merger of the NVIT BNY Mellon Core Plus Bond Fund with the NVIT Core Bond Fund, set to take effect on February 28, 2025. As part of this merger, the Target Fund will no longer be available for transfers or new purchases, and will transfer its assets to the Acquiring Fund, which will assume all liabilities. Additionally, the document highlights the termination of several subadvisers and the appointment of new ones across various funds, including Loomis, Sayles & Company, L.P. for the Core Bond Fund and Putnam Investment Management, LLC for the Columbia Overseas Value Fund, indicating a strategic shift in investment management across the portfolio.

Form Type: 497

Filing Date: 2025-01-23

Corporate Action: Merger

Type: Update

Accession Number: 000119312525011123

Filing Summary: On January 23, 2025, Nationwide Variable Insurance Trust filed a supplement to its statutory prospectus detailing various updates and changes to its funds. Notably, the supplement includes the approval and upcoming merger of the NVIT BNY Mellon Core Plus Bond Fund: Class P (the 'Target Fund') with the NVIT Core Bond Fund: Class P (the 'Acquiring Fund'). This merger, effective around February 28, 2025, means the Target Fund will cease to accept new investments and will transfer its assets to the Acquiring Fund. Additionally, the Board has made other subadviser changes, including replacing Nationwide Asset Management, LLC with Loomis, Sayles & Company, L.P. for the NVIT Core Bond Fund, and other investments, signaling a strategic realignment in the fund management.

Form Type: 497

Filing Date: 2025-01-23

Corporate Action: Merger

Type: Update

Accession Number: 000119312525011124

Filing Summary: On January 23, 2025, Nationwide Variable Account II filed a supplement updating certain information in the statutory prospectus. Key actions include the termination of various subadvisers for several funds and the appointment of new subadvisers. Notably, a merger was approved between the NVIT BNY Mellon Core Plus Bond Fund: Class P (Target Fund) and the NVIT Core Bond Fund: Class P (Acquiring Fund), effective February 28, 2025. The Target Fund will cease to accept new purchase payments, and its assets will be transferred to the Acquiring Fund, which will take on the Target Fund’s liabilities. Additionally, changes in investment subadvisors for several funds were detailed, along with updates to the statutory prospectus reflecting these changes.

Form Type: 497

Filing Date: 2025-01-23

Corporate Action: Merger

Type: Update

Accession Number: 000119312525011128

Filing Summary: This supplement provides updates to the statutory prospectus of Nationwide Variable Insurance Trust. Key changes include the termination of Nationwide Asset Management, LLC and the appointment of Loomis, Sayles & Company, L.P. as the new subadviser for the NVIT Core Bond Fund, effective January 27, 2025. Also, Columbia Management Investment Advisor, LLC is being replaced by Putnam Investment Management, LLC as the subadviser for the NVIT Columbia Overseas Value Fund, effective January 31, 2025. Furthermore, the merger of the NVIT BNY Mellon Core Plus Bond Fund into the NVIT Core Bond Fund is approved, with the merger set to take place on February 28, 2025. Lastly, the termination of NS Partners Ltd and the appointment of FIAM LLC as the new subadviser for the NVIT Emerging Markets Fund is also noted, effective March 3, 2025.

Form Type: 497

Filing Date: 2025-01-23

Corporate Action: Merger

Type: Update

Accession Number: 000119312525011132

Filing Summary: This document serves as a supplement dated January 23, 2025, to the statutory prospectus of Nationwide Variable Insurance Trust, specifically updating critical information regarding changes in investment advisers and subadvisers for certain funds and the planned merger of two funds. Key updates include the termination of Columbia Management Investment Advisor, LLC as the subadviser for the NVIT Columbia Overseas Value Fund, with Putnam Investment Management, LLC appointed as the new subadviser, effective approximately January 31, 2025. The document also details the merger approval for the NVIT BNY Mellon Core Plus Bond Fund: Class P (to be renamed NVIT Loomis Core Bond Fund) with the NVIT Core Bond Fund: Class P, effective on or about February 28, 2025, which will involve transferring assets between the two funds and the assumption of liabilities by the Acquiring Fund. Additional changes also consist of the termination of NS Partners Ltd as the subadviser for the NVIT Emerging Markets Fund, with FIAM LLC taking over, expected to take effect around March 3, 2025. The prospectus is amended accordingly to reflect these changes.

Form Type: 497

Filing Date: 2025-01-23

Corporate Action: Merger

Type: Update

Accession Number: 000119312525011133

Filing Summary: This document serves as a supplement to the statutory prospectus for multiple Nationwide variable annuity products. It highlights key updates approved by the Board of Trustees, including the termination of certain subadvisers and the appointment of new ones. Specifically, Nationwide Asset Management, LLC will be replaced by Loomis, Sayles & Company, L.P. for the NVIT Core Bond Fund effective January 27, 2025. Additionally, Columbia Management Investment Advisor, LLC will be replaced by Putnam Investment Management, LLC for the NVIT Columbia Overseas Value Fund effective January 31, 2025. A significant merger was also approved between NVIT BNY Mellon Core Plus Bond Fund and NVIT Core Bond Fund, effective February 28, 2025, resulting in the Target Fund ceasing to accept new purchases and transferring its assets to the Acquiring Fund. Further changes include updates to subadvisers of the NVIT Emerging Markets Fund, effective March 3, 2025. Details on expenses and returns for the relevant funds are also provided.

Form Type: 497VPI

Filing Date: 2025-01-23

Corporate Action: Merger

Type: Update

Accession Number: 000119312525011150

Filing Summary: On January 23, 2025, Nationwide Variable Insurance Trust issued a supplement updating certain information in its initial summary prospectuses for several funds. The Board of Trustees approved the termination of various subadvisers and their replacements. Notably, the NVIT BNY Mellon Core Plus Bond Fund will merge with the NVIT Core Bond Fund, with this merger effective on February 28, 2025. The Target Fund will be unavailable for transfers or new purchases, and its assets will transfer to the Acquiring Fund, which will assume all liabilities. Additional updates include the replacement of subadvisers for other funds, with Loomis, Sayles & Company, L.P. and Putnam Investment Management, LLC taking over duties for various NVIT funds.

Form Type: 497VPI

Filing Date: 2025-01-23

Corporate Action: Merger

Type: Update

Accession Number: 000119312525011152

Filing Summary: The document is a supplement dated January 23, 2025, amending the initial summary prospectus of the Nationwide Destination Architect 2.0. It details significant changes made by the Board of Trustees of Nationwide Variable Insurance Trust regarding its investment funds. Notably, it reports the termination of Columbia Management Investment Advisor, LLC as the subadviser of the NVIT Columbia Overseas Value Fund and the appointment of Putnam Investment Management, LLC as the new subadviser, effective January 31, 2025. Additionally, it outlines the approved merger of the NVIT BNY Mellon Core Plus Bond Fund: Class P (Target Fund) with the NVIT Core Bond Fund: Class P (Acquiring Fund), which will be renamed the NVIT Loomis Core Bond Fund, effective February 28, 2025. As a result of this merger, the Target Fund will cease to accept new transfers or purchase payments, and assets will be moved to the Acquiring Fund, which will assume all liabilities of the Target Fund. Furthermore, the termination of NS Partners Ltd as subadviser of the NVIT Emerging Markets Fund and the appointment of FIAM LLC as the new subadviser, effective March 3, 2025, is also notified in the document.

Form Type: 497VPI

Filing Date: 2025-01-23

Corporate Action: Merger

Type: Update

Accession Number: 000119312525011156

Filing Summary: The document serves as a supplement to the initial summary prospectus for the Nationwide Variable Insurance Trust. It details the approval by the Board of Trustees at meetings held on October 23, 2024, and December 11, 2024. Key actions include the termination of certain subadvisers and the appointment of new ones, effective between January 27, 2025, and March 3, 2025. Furthermore, a significant merger of the NVIT BNY Mellon Core Plus Bond Fund (Target Fund) and the NVIT Core Bond Fund (Acquiring Fund) was approved. This merger will be effective on or about February 28, 2025, whereby the Target Fund will cease to accept new investments, and its assets will be transferred to the Acquiring Fund, which will assume all liabilities of the Target Fund. Updates to the prospectus reflect these changes, including amendments regarding mutual funds and their respective subadvisers to align with the latest approvals.

Form Type: 497VPI

Filing Date: 2025-01-23

Corporate Action: Merger

Type: Update

Accession Number: 000119312525011157

Filing Summary: On January 23, 2025, an update to the initial summary prospectus for the Nationwide Variable Insurance Trust delineated key changes approved by the Board of Trustees. Notable among these is the approval of the merger between the NVIT BNY Mellon Core Plus Bond Fund (the 'Target Fund') and the NVIT Core Bond Fund (the 'Acquiring Fund'), which is set to take effect on February 28, 2025. As part of this merger, the Target Fund will cease to accept transfers or new purchase payments and will transfer its assets to the Acquiring Fund in exchange for shares. Additionally, the Acquiring Fund will be responsible for all liabilities of the Target Fund. The document also mentions the termination of subadvisers for other funds, specifically naming Loomis, Sayles & Company, L.P. as the new subadviser for the NVIT Core Bond Fund and Putnam Investment Management, LLC for the NVIT Columbia Overseas Value Fund, with effective dates of January 27, 2025, and January 31, 2025, respectively.

Form Type: 497VPI

Filing Date: 2025-01-23

Corporate Action: Merger

Type: New

Accession Number: 000119312525011158

Filing Summary: On January 23, 2025, a supplement to the initial summary prospectus was issued for multiple funds under the Nationwide Variable Insurance Trust. Significant changes include the approval of the Board of Trustees for the merger of the NVIT BNY Mellon Core Plus Bond Fund (the Target Fund) into the NVIT Core Bond Fund (the Acquiring Fund), with an effective date anticipated around February 28, 2025. The merger stipulates that the Target Fund will cease to receive transfers or new purchases and will transfer all or substantially all of its assets to the Acquiring Fund while the Acquiring Fund assumes all liabilities of the Target Fund. Additional changes involved the appointment of new subadvisers for various funds, with effective dates ranging from January 27, 2025, to March 3, 2025. Specifically, Loomis, Sayles & Company will replace Nationwide Asset Management for the NVIT Core Bond Fund, Putnam Investment Management will replace Columbia Management for the NVIT Columbia Overseas Value Fund, and FIAM LLC will replace NS Partners Ltd for the NVIT Emerging Markets Fund.

Form Type: 497VPI

Filing Date: 2025-01-23

Corporate Action: Merger

Type: Update

Accession Number: 000119312525011161

Filing Summary: On January 23, 2025, Nationwide Variable Insurance Trust filed a supplement which included significant changes to its investment options and advisers. Notably, the Board of Trustees approved the merger of the NVIT BNY Mellon Core Plus Bond Fund: Class P (Target Fund) with the NVIT Core Bond Fund: Class P (Acquiring Fund), effective February 28, 2025. The Target Fund will no longer accept transfers or new purchases, and its assets will be transferred to the Acquiring Fund, which will assume all liabilities. Additionally, the supplement details changes to the investment adviser and sub-adviser for several funds, including the termination of certain advisers and the appointment of new ones. The document also outlines necessary amendments to the prospectuses that reflect these changes.

Form Type: 497VPI

Filing Date: 2025-01-23

Corporate Action: Merger

Type: Update

Accession Number: 000119312525011163

Filing Summary: On January 23, 2025, Nationwide Variable Insurance Trust issued a supplement to update various summary prospectuses. Key updates include the appointment of Loomis, Sayles & Company, L.P. as the new subadviser for the NVIT Core Bond Fund, effective approximately January 27, 2025. Additionally, Columbia Management Investment Advisor, LLC will be replaced by Putnam Investment Management, LLC as the subadviser for the NVIT Columbia Overseas Value Fund, effective around January 31, 2025. A significant corporate action involves the merger of the NVIT BNY Mellon Core Plus Bond Fund (Target Fund) with the NVIT Core Bond Fund (Acquiring Fund), scheduled to take effect on February 28, 2025. As part of this merger, the Target Fund will no longer accept transfers or new purchases, and will exchange its assets for shares of the Acquiring Fund, which will also assume its liabilities. Changes are also being made to the subadviser for the NVIT Emerging Markets Fund to replace NS Partners Ltd with FIAM LLC, effective around March 3, 2025.

Form Type: 497VPI

Filing Date: 2025-01-23

Corporate Action: Merger

Type: Update

Accession Number: 000119312525011172

Filing Summary: The document serves as a supplementation to the initial summary prospectus for Nationwide Variable Insurance Trust funds, detailing several significant updates approved by the Board of Trustees. A major development includes the merger of the NVIT BNY Mellon Core Plus Bond Fund (Target Fund) with the NVIT Core Bond Fund (Acquiring Fund), effective on or about February 28, 2025. Post-merger, the Target Fund will cease to accept transfers or new purchase payments and will transfer all or substantially all of its assets to the Acquiring Fund, which will assume all liabilities. Additionally, it details the termination of subadvisers for various funds, with Loomis, Sayles & Company, L.P. and Putnam Investment Management, LLC being appointed as new subadvisers. These changes reflect adjustments to investment options and subadviser names in the summary prospectus, effective late January and early March 2025 for respective funds.

Form Type: 497VPI

Filing Date: 2025-01-23

Corporate Action: Merger

Type: Update

Accession Number: 000119312525011173

Filing Summary: On January 23, 2025, a supplement was issued regarding changes to the Nationwide Variable Insurance Trust. Key decisions made by the Board of Trustees include the appointment of new subadvisers for several funds. Notably, the NVIT BNY Mellon Core Plus Bond Fund is set to merge with the NVIT Core Bond Fund effective February 28, 2025. The merger will result in the termination of the Target Fund as an investment option, with all assets transferring to the Acquiring Fund, which will also assume all liabilities. In addition to this merger, new subadvisers were appointed for multiple funds, including Loomis, Sayles & Company, L.P. and Putnam Investment Management, LLC, with changes effective around late January to early March 2025. The prospectuses will be updated to reflect these changes, along with details about current expenses and performance metrics for the involved funds.

Form Type: 497VPU

Filing Date: 2025-01-23

Corporate Action: Merger

Type: Update

Accession Number: 000119312525011178

Filing Summary: This document serves as a supplement to the updating summary prospectus for multiple funds under the Nationwide Variable Insurance Trust. Key changes include the termination of Nationwide Asset Management, LLC and the appointment of Loomis, Sayles & Company, L.P. as new subadvisors for the NVIT Core Bond Fund, effective January 27, 2025. Additionally, the Columbia Management Investment Advisor is being replaced by Putnam Investment Management, LLC for the NVIT Columbia Overseas Value Fund, effective January 31, 2025. Most significantly, a merger was approved between the NVIT BNY Mellon Core Plus Bond Fund (the Target Fund) and the NVIT Core Bond Fund (the Acquiring Fund) set to take effect on February 28, 2025, where the Target Fund will cease to accept transfers or new purchases. All assets from the Target Fund will be exchanged for shares in the Acquiring Fund, which will also assume all liabilities of the Target Fund. Further, the NS Partners Ltd is being substituted with FIAM LLC as the subadvisor for the NVIT Emerging Markets Fund, effective March 3, 2025. The updating of fund names and advisor changes are documented appropriately throughout the subscription.

Form Type: 497VPU

Filing Date: 2025-01-23

Corporate Action: Merger

Type: Update

Accession Number: 000119312525011179

Filing Summary: The document is a supplement to the summary prospectus for Nationwide Variable Insurance Trust, detailing significant changes approved by the Board of Trustees. On October 23, 2024, the Board approved the termination of Nationwide Asset Management, LLC as subadviser to the NVIT Core Bond Fund, with Loomis, Sayles & Company, L.P. appointed as the new subadviser effective January 27, 2025. On December 11, 2024, the Board approved the termination of Columbia Management Investment Advisor, LLC as subadviser to the NVIT Columbia Overseas Value Fund, with Putnam Investment Management, LLC appointed as the new subadviser effective January 31, 2025. Also, a merger of the NVIT BNY Mellon Core Plus Bond Fund (class P) into the NVIT Core Bond Fund (class P) was approved during the October 23 meeting, effective February 28, 2025. This merger will result in the Target Fund no longer being available for transfers or new purchase payments, with its assets transferred to the Acquiring Fund, and the Acquiring Fund assuming all liabilities of the Target Fund. Lastly, the termination of NS Partners Ltd as subadviser to the NVIT Emerging Markets Fund was approved, with FIAM LLC appointed as the new subadviser effective March 3, 2025.

Form Type: 497VPU

Filing Date: 2025-01-23

Corporate Action: Merger

Type: Update

Accession Number: 000119312525011180

Filing Summary: This supplement updates certain information contained in the updating summary prospectus for Nationwide Variable Insurance Trust. Key changes include the approval by the Board of Trustees to terminate Nationwide Asset Management, LLC and appoint Loomis, Sayles & Company, L.P. as the new subadviser for the NVIT Core Bond Fund, effective January 27, 2025. Additionally, Columbia Management Investment Advisor, LLC is being replaced by Putnam Investment Management, LLC for the NVIT Columbia Overseas Value Fund, effective January 31, 2025. A significant merger was also approved where the NVIT BNY Mellon Core Plus Bond Fund (Target Fund) will merge with the NVIT Core Bond Fund (Acquiring Fund), effective on or about February 28, 2025. This merger will result in the Target Fund transferring its assets to the Acquiring Fund and the Acquiring Fund assuming all liabilities of the Target Fund. Further, NS Partners Ltd is being replaced by FIAM LLC as the subadviser for the NVIT Emerging Markets Fund, effective March 3, 2025.

Form Type: 497VPU

Filing Date: 2025-01-23

Corporate Action: Merger

Type: Update

Accession Number: 000119312525011181

Filing Summary: This document is a supplement updating certain information in the summary prospectus of Nationwide Variable Insurance Trust. Key updates include the termination of Nationwide Asset Management, LLC as subadviser to the NVIT Core Bond Fund with Loomis, Sayles & Company, L.P. appointed as the new subadviser, effective January 27, 2025. Additionally, Columbia Management Investment Advisor, LLC will be replaced by Putnam Investment Management, LLC for the NVIT Columbia Overseas Value Fund, effective January 31, 2025. A significant detail is the merger between the NVIT BNY Mellon Core Plus Bond Fund: Class P and NVIT Core Bond Fund: Class P approved by the Board of Trustees, which is set to take effect around February 28, 2025, wherein the Target Fund will transfer its assets to the Acquiring Fund and cease new transfers or payment acceptance. Other changes include the termination of NS Partners Ltd as subadviser for the NVIT Emerging Markets Fund, with FIAM LLC taking over, effective March 3, 2025.