M&A - PIONEER BOND FUND /DE/

Form Type: DEFA14A

Filing Date: 2025-04-08

Corporate Action: Merger

Type: Update

Accession Number: 000119312525075663

Filing Summary: Pioneer Funds held a Special Shareholder Meeting on March 27, 2025, to approve the reorganization of each Fund into newly-created Funds within the Victory Funds. This reorganization is part of a plan to integrate the advisory businesses of Amundi US and Victory Capital Management Inc. Although many Funds received significant shareholder approval, some did not reach the 50% participation rate required, leading to the adjournment of their meetings to April 28, 2025, allowing additional time for those shareholders to vote. Proxy cards were sent to these shareholders indicating their participation status and the need for their votes, emphasizing the importance of their input to the outcome of the meeting.

Form Type: DEFA14A

Filing Date: 2025-04-03

Corporate Action: Merger

Type: Update

Accession Number: 000119312525071986

Filing Summary: Pioneer Fund presented proposals for the reorganization of each Fund into newly created funds within the Victory Funds at a Special Shareholder Meeting held on March 27, 2025. The meeting was successful with many Funds approving their reorganization; however, some Funds did not reach the required participation rate of 50% for approval, necessitating an adjournment to April 28, 2025, to allow additional shareholder participation. The document urges shareholders to vote on the proxies included, as their votes are crucial for the success of the merger. The reorganization is part of a larger integration of advisory businesses between Amundi US and Victory Capital Management Inc.

Form Type: 497

Filing Date: 2025-04-01

Corporate Action: Merger

Type: Update

Accession Number: 000126538925000015

Filing Summary: On April 1, 2025, it was announced that Amundi Asset Management US, Inc. has combined with Victory Capital Holdings, Inc., leading to a reorganization of the Pioneer Bond Fund into a new series of Victory Portfolios IV, which will be advised by Victory Capital. The Fund's Board of Trustees has approved the reorganization subject to shareholder approval; however, as of March 27, 2025, the proposal has not yet been approved by shareholders. Despite this, proxies received thus far show strong support for the change, and the Fund anticipates achieving the required shareholder approval to finalize the reorganization in the second quarter of 2025. Should the shareholders not approve by the deadline of August 29, 2025, the Board will explore alternative options. Furthermore, the original investment advisory agreement with Amundi US has automatically terminated, and an interim investment advisory agreement with Victory Capital has been put into place until the reorganization's completion or 150 days from the filing date. This transition is part of a broader context in which certain Pioneer Funds are soliciting shareholder votes for their reorganizations, with shared policies among Pioneer and new Victory Funds to facilitate exchanges and accumulation rights.

Form Type: N-CSRS

Filing Date: 2025-02-28

Corporate Action: Merger

Type: Update

Accession Number: 000119312525040551

Filing Summary: Pioneer Bond Fund is undergoing a significant change due to a definitive agreement between Amundi Asset Management US, Inc. and Victory Capital Holdings, Inc., where Amundi will merge its investment advisory operations with Victory Capital. This transaction will make Amundi a strategic shareholder of Victory Capital. The merger is subject to regulatory approvals and other conditions. Shareholder approval is required for the proposed reorganization of the Fund into a newly established Victory Fund advised by Victory Capital Management Inc. The Board of Trustees has approved this reorganization, but final approval depends on the shareholders, and there’s no assurance that they will agree to the proposed changes.