First Trust Announces Timing of Reorganization of First Trust/abrdn Global Opportunity Income Fund with and into abrdn Income Credit Strategies Fund
14 September 2024 - 6:10AM
Business Wire
First Trust Advisors L.P. (“FTA”) announced today the timing of
the closing of the reorganization First Trust/abrdn Global
Opportunity Income Fund (NYSE: FAM) (the “Fund”) with and into
abrdn Income Credit Strategies Fund (“ACP”).
Shareholders of FAM, a diversified, closed-end management
investment company organized as a Massachusetts business trust,
approved the reorganization of FAM with and into ACP, a
diversified, closed-end management investment company organized as
a Delaware statutory trust. As previously announced, the
reorganization was approved by the Board of Trustees of FAM on
October 23, 2023. Subject to the satisfaction of certain customary
closing conditions, the reorganization of FAM into ACP is expected
to close as of the close of business on September 20, 2024. Upon
the completion of the reorganization, which is expected to be
tax-free, the assets of FAM will be transferred to, and the
liabilities of FAM will be assumed by, ACP. The shareholders of FAM
will receive shares of ACP with a value equal to the aggregate net
asset value of the shares of FAM held by them.
FTA is a federally registered investment advisor and serves as
the investment advisor of the Fund. FTA and its affiliate First
Trust Portfolios L.P. (“FTP”), a FINRA registered broker-dealer,
are privately-held companies that provide a variety of investment
services. FTA has collective assets under management or supervision
of approximately $241 billion as of August 31, 2024, through unit
investment trusts, exchange-traded funds, closed-end funds, mutual
funds and separate managed accounts. FTA is the supervisor of the
First Trust unit investment trusts, while FTP is the sponsor. FTP
is also a distributor of mutual fund shares and exchange-traded
fund creation units. FTA and FTP are based in Wheaton,
Illinois.
In the United States, abrdn is the marketing name for the
following affiliated, registered investment advisers: abrdn Inc.,
abrdn Investments Limited, abrdn Asia Limited, abrdn Private Equity
(Europe) Limited and abrdn ETFs Advisors LLC.
Additional Information / Forward-Looking Statements
This press release is not intended to, and shall not, constitute
an offer to purchase or sell shares of ACP. An investor should
carefully consider the investment objectives, risks, charges and
expenses of ACP before investing.
Certain statements made in this news release that are not
historical facts are referred to as “forward-looking statements”
under the U.S. federal securities laws. Actual future results or
occurrences may differ significantly from those anticipated in any
forward-looking statements due to numerous factors. Generally, the
words “believe,” “expect,” “intend,” “estimate,” “anticipate,”
“project,” “will” and similar expressions identify forward-looking
statements, which generally are not historical in nature.
Forward-looking statements are subject to certain risks and
uncertainties that could cause actual results to differ from the
historical experience of FTA and the funds managed by FTA and its
present expectations or projections. You should not place undue
reliance on forward-looking statements, which speak only as of the
date they are made. FTA, the Funds and ACP undertake no
responsibility to update publicly or revise any forward-looking
statements.
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Jeff Margolin – (630) 517-7643 Daniel Lindquist – (630) 765-8692
Chris Fallow – (630) 517-7628
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