On-Going Evaluations

The Liberty All-Star Funds' Multi-Management Approach is Based on Manager Evaluation and, Occasionally, Replacement

The Liberty All-Star Funds conduct continuing evaluation of the investment managers. The purpose is to be sure that each is still the best choice for the Fund. Through frequent meetings with the portfolio managers, as well as through other qualitative and quantitative analyses, each manager is continually evaluated to assure that:

Also, the Liberty All-Star Funds are alert to assuring the proficiency of the investment manager team. The objective is to be certain that the team remains an optimal combination, giving the Fund the full benefits of multi-management. Our procedures include: