Form 497 SA FUNDS INVESTMENT TRUS
SA FUNDS – Investment Trust | |
SA U.S. Fixed Income Fund | SA International Value Fund |
SA Global Fixed Income Fund | SA International Small Company Fund |
SA U.S. Core Market Fund | SA Emerging Markets Value Fund |
SA U.S. Value Fund | SA Real Estate Securities Fund |
SA U.S. Small Company Fund | SA Worldwide Moderate Growth Fund |
(each a “Fund,” and collectively, the “Funds”) |
Supplement
dated March 31, 2023 to the
Statement of Additional Information of each Fund,
dated October 28, 2022
This Supplement amends information in the Funds’ Statement of Additional Information of the SA Funds – Investment Trust, dated October 28, 2022. You may obtain a copy of the Prospectuses or Statement of Additional Information free of charge, upon request, by calling the toll-free number 1-844-366-0905 or on the Internet at http://www.sa-funds.com.
Effective March 31, 2023, the following information supplements and supersedes any contrary information contained in the Officers of the Trust section of the Statement of Additional Information:
Name,
|
Position(s)
Held with Trust and Length of Time Served (2) |
Principal Occupation(s) During Past 5 Years | ||||
Dan Anderson |
Chief Financial and Accounting Officer and Treasurer (since April 2023). | Chief Financial Officer, Buckingham Strategic Wealth, LLC and Buckingham Strategic Partners, LLC (since January 2018; Chief Financial Officer, BAM Management LLC (since January 2018). |
(1) | The address of each officer is: Buckingham Strategic Partners, LLC, 8182 Maryland Avenue, Suite 500, St. Louis, MO 63105. | |
(2) | The Trust’s officers are appointed annually by the Board. |
On page 33, the second paragraph under the table of fees paid to the Adviser, in its capacity as Administrator, is replaced in its entirety with the following:
The following individuals are affiliated persons of the Trust and of the Adviser: Alexander B. Potts, Dan Anderson, Jeff Yorg and Marcy Tsagarakis. The capacities in which each such individual is affiliated with the Trust and the Adviser is set forth above under “Trustees and Officers.”
You should retain this Supplement for future reference.
SA Funds–Investment Trust
SEC file number: 811-09195
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