JOHCM Funds Trust
12/05/2025 | Press release | Distributed by Public on 12/05/2025 13:41
Prospectus by Investment Company (Form 497)
Filed pursuant to Rule 497(e)
File Nos. 333-249784 and 811-23615
TSW CORE PLUS BOND FUND
TSW HIGH YIELD BOND FUND
EACH A SERIES OF PERPETUAL AMERICAS FUNDS TRUST
Supplement dated December 5, 2025
to the Prospectus and Statement of Additional Information
dated February 1, 2025, as amended
Effective December 1, 2025, David McMackin is added as a portfolio manager of the TSW Core Plus Bond Fund and TSW High Yield Bond Fund (the "Funds"). The following changes are being made to the Prospectus and Statement of Additional Information ("SAI") of the Funds.
Within the Prospectus, the Fund Summary relating to the TSW Core Plus Bond Fund, under the subsection "Portfolio Management-Portfolio Manager" is deleted in its entirety and replaced with the following:
Portfolio Managers
|
William M. Bellamy, CFA |
David McMackin, CFA | |
|
Portfolio Manager |
Portfolio Manager | |
|
Length of Service: Since 2024 (inception) |
Length of Service: Since 2025 |
Within the Prospectus, the Fund Summary relating to the TSW High Yield Bond Fund, under the subsection "Portfolio Management-Portfolio Manager" is deleted in its entirety and replaced with the following:
Portfolio Managers
|
William M. Bellamy, CFA |
David McMackin, CFA | |
|
Portfolio Manager |
Portfolio Manager | |
|
Length of Service: Since 2021 (inception) |
Length of Service: Since 2025 |
The following biographical information is added in the subsection "Management of the Funds-Portfolio Management" in the Prospectus.
David McMackin, CFA
Portfolio Manager
TSW Core Plus Bond Fund
TSW High Yield Bond Fund
David McMackin, CFA is a Portfolio Manager for the Income Strategies team and is responsible for overseeing all fixed income management at the firm. He is the co-Portfolio Manager for TSW's Multi-Asset Income and Core Plus strategies.
David began his career in the investment industry in 2000. Prior to joining TSW in 2004, he worked for Trusco Capital Management as a Portfolio Analyst and Crestar Asset Management as a Trading Assistant. David is a graduate of Virginia Polytechnic Institute & State University and holds the Chartered Financial Analyst® designation.
The subsections "Portfolio Manager Holdings" and "Other Portfolio Manager Information" under "Investment Advisory and Other Services" in the Statement of Additional Information are hereby revised to indicate that David McMackin has been added as a portfolio manager of the Funds. Information regarding other accounts managed by Mr. McMackin as well as his ownership of securities of the Funds, each as of September 30, 2025, is provided below.
| TSW Core Plus Bond Fund | Individual(s) |
Dollar Range of Equity Securities |
||
| David McMackin | None | |||
| TSW High Yield Bond Fund | Individual(s) |
Dollar Range of Equity Securities |
||
| David McMackin | None | |||
David McMackin, Portfolio Manager, TSW Core Plus Bond Fund and TSW High Yield Bond Fund
| Number of Accounts |
Assets Under Management (in millions) |
|||||||||||||||
|
Account Type |
Total |
Subject to a Performance Fee |
Total |
Subject to a Performance Fee |
||||||||||||
|
Registered Investment Companies |
0 | 0 | $0 | $0 | ||||||||||||
|
Other Pooled Investment Vehicles |
0 | 0 | $0 | $0 | ||||||||||||
|
Other Accounts |
0 | 0 | $0 | $0 | ||||||||||||
|
Total |
0 | 0 | $0 | $0 | ||||||||||||
This Supplement should be retained for future reference.
JOHCM Funds Trust published this content on December 05, 2025, and is solely responsible for the information contained herein. Distributed via Edgar on December 05, 2025 at 19:41 UTC. If you believe the information included in the content is inaccurate or outdated and requires editing or removal, please contact us at [email protected]