Sentry Select Capital Corp. today announced Sentry Select FIDAC U.S. Mortgage Trust merged into Sentry Select MBS Adjustable Rate Income Fund, effective today.
The merger was approved at a special meeting of the unitholders on February 27.
FIDAC U.S. Mortgage Trust transferred all of its assets to MBS Adjustable Rate Income Fund II (ARIF II) in exchange for units of ARIF II and the assumption by ARIF II of all the liabilities of the terminating fund.
Each unitholder of FIDAC U.S. Mortgage Trust received units of ARIF II having the same aggregate net asset value as their units of FIDAC U.S. Mortgage Trust as of the close of business on March 6.
Each unitholder of FIDAC U.S. Mortgage Trust received approximately 1.1315 units of ARIF II in exchange for each unit of the FIDAC U.S. Mortgage Trust. Fractional units were not issued.
Sentry Selects believes that the merger will result in significant benefits to unitholders. The larger, combined ARIF II will have the advantage of increased economies of scale and lower proportionate fund operating expenses. Along with greater market capitalizations comes greater liquidity on the Toronto Stock Exchange
Unitholders of FIDAC U.S. Mortgage Trust will receive distributions more frequently since ARIF II pays distributions monthly while the terminating fund paid distributions quarterly.
As well, the Merger will provide greater stability and predictability of distributions for FIDAC U.S. Mortgage Trust unitholders, since ARIF II distributions are targeted to approximate the average 10-Year U.S. Treasury Note yield plus 3%, whereas the terminating fund has no targeted yield.
All costs and expenses associated with the merger are borne by Sentry Select.
The Toronto-based wealth management company manages approximately $8 billion in gross assets as of Dec. 31, 2007.
Sentry Selects funds complete merger
- By: IE Staff
- March 7, 2008 March 7, 2008
- 13:45