M&A - Northern Lights Fund Trust

Add to your watchlist
Back to List of Mergers and Acquisitions

Form Type: 497

Filing Date: 2025-06-05

Corporate Action: Merger

Type: Update

Accession Number: 000158064225003470

Filing Summary: The Board of Trustees of Northern Lights Fund Trust has approved the reorganization of the Altegris/AACA Opportunistic Real Estate Fund into the LDR Real Estate Value-Opportunity Fund, which will be managed by LDR Capital Management, LLC. A combined proxy statement/prospectus will be sent to shareholders of the Target Fund. This reorganization is subject to approval by the Target Fund’s shareholders, with the closing expected to occur after such approval. The Target Fund and the Acquiring Fund will share the same investment objectives and strategies. Shareholders will receive shares of the Acquiring Fund upon completion of the Reorganization.

Additional details:

Investment Objective: same as the Target Fund


Portfolio Manager: LDR Capital Management, LLC


Proxy Contact: 1-877-772-5838


Comments

No comments yet. Be the first to comment!