Oppenheimer Capital Appreciation Fund et al.; Application, 197-199 [2017-28299]
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Federal Register / Vol. 83, No. 1 / Tuesday, January 2, 2018 / Notices
Basis section, the Exchange does not
believe that the proposed changes
represent a significant departure from
its current fee structure.
The Exchange does not believe that
the proposed rule change will impose
any burden on intramarket competition
that is not necessary or appropriate in
furtherance of the purposes of the Act
because, while different fees are
assessed in some circumstances, these
different fees are not based on the type
of Member entering the orders that
match but on the type of order entered
and all Members can submit any type of
order. Further, the proposed fee changes
continue to be intended to encourage
market participants to bring increased
order flow to the Exchange, which
benefits all market participants.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
Written comments were neither
solicited nor received.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become
effective pursuant to Section
19(b)(3)(A)(ii) 18 of the Act.
At any time within 60 days of the
filing of the proposed rule change, the
Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is necessary or appropriate in the
public interest, for the protection of
investors, or otherwise in furtherance of
the purposes of the Act. If the
Commission takes such action, the
Commission shall institute proceedings
under Section 19(b)(2)(B) 19 of the Act to
determine whether the proposed rule
change should be approved or
disapproved.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
daltland on DSKBBV9HB2PROD with NOTICES
Electronic Comments
• Use the Commission’s internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rule-comments@
sec.gov. Please include File Number SR–
IEX–2017–43 on the subject line.
18 15
19 15
U.S.C. 78s(b)(3)(A)(ii).
U.S.C. 78s(b)(2)(B).
VerDate Sep<11>2014
19:54 Dec 29, 2017
Paper Comments
• Send paper comments in triplicate
to Secretary, Securities and Exchange
Commission, 100 F Street NE,
Washington, DC 20549–1090.
All submissions should refer to File
Number SR–IEX–2017–43. This file
number should be included on the
subject line if email is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
internet website (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for website viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE,
Washington, DC 20549, on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of the
filing also will be available for
inspection and copying at the principal
office of the Exchange. All comments
received will be posted without change.
Persons submitting comments are
cautioned that we do not redact or edit
personal identifying information from
comment submissions. You should
submit only information that you wish
to make available publicly. All
submissions should refer to File
Number SR–IEX–2017–43 and should
be submitted on or before January 23,
2018.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.20
Brent J. Fields,
Secretary.
[FR Doc. 2017–28311 Filed 12–29–17; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Investment Company Act Release No.
32956; 812–14749]
Oppenheimer Capital Appreciation
Fund et al.; Application
December 27, 2017.
Securities and Exchange
Commission (‘‘Commission’’).
AGENCY:
20 17
Jkt 244001
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CFR 200.30–3(a)(12).
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ACTION:
197
Notice.
Notice of an application under section
6(c) of the Investment Company Act of
1940 (‘‘Act’’) for an exemption from
section 15(a) of the Act and rule 18f–2
under the Act, as well as from certain
disclosure requirements in rule 20a–1
under the Act, Item 19(a)(3) of Form
N–1A, Items 22(c)(1)(ii), 22(c)(1)(iii),
22(c)(8) and 22(c)(9) of Schedule 14A
under the Securities Exchange Act of
1934, and Sections 6–07(2)(a), (b), and
(c) of Regulation S–X (‘‘Disclosure
Requirements’’). The requested
exemption would permit an investment
adviser to hire and replace certain subadvisers without shareholder approval
and grant relief from the Disclosure
Requirements as they relate to fees paid
to the sub-advisers.
APPLICANTS: Oppenheimer Capital
Appreciation Fund; Oppenheimer
Capital Income Fund; Oppenheimer
Corporate Bond Fund; Oppenheimer
Developing Markets Fund;
Oppenheimer Discovery Fund;
Oppenheimer Discovery Mid Cap
Growth Fund; Oppenheimer Dividend
Opportunity Fund; Oppenheimer
Emerging Markets Innovators Fund;
Oppenheimer Emerging Markets Local
Debt Fund; Oppenheimer Equity Income
Fund; Oppenheimer Global Fund;
Oppenheimer Global High Yield Fund;
Oppenheimer Global Multi-Alternatives
Fund; Oppenheimer Global Multi-Asset
Growth Fund; Oppenheimer Global
Multi-Asset Income Fund; Oppenheimer
Global Multi Strategies Fund;
Oppenheimer Global Opportunities
Fund; Oppenheimer Global Real Estate
Fund; Oppenheimer Global Strategic
Income Fund; Oppenheimer Global
Value Fund; Oppenheimer Gold &
Special Minerals Fund; Oppenheimer
Government Cash Reserves;
Oppenheimer Government Money
Market Fund; Oppenheimer
Institutional Government Money Market
Fund; Oppenheimer Integrity Funds;
Oppenheimer International Bond Fund;
Oppenheimer International Diversified
Fund; Oppenheimer International
Equity Fund; Oppenheimer
International Growth and Income Fund;
Oppenheimer International Growth
Fund; Oppenheimer International
Small-Mid Company Fund;
Oppenheimer Limited-Term Bond
Fund; Oppenheimer Limited-Term
Government Fund; Oppenheimer
Macquarie Global Infrastructure Fund;
Oppenheimer Main Street Funds;
Oppenheimer Main Street Mid Cap
Fund; Oppenheimer Main Street All
Cap Fund; Oppenheimer Main Street
Small Cap Fund; Oppenheimer Master
Event-Linked Bond Fund, LLC;
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02JAN1
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198
Federal Register / Vol. 83, No. 1 / Tuesday, January 2, 2018 / Notices
Oppenheimer Master Inflation Protected
Securities Fund, LLC; Oppenheimer
Master International Value Fund, LLC;
Oppenheimer Master Loan Fund, LLC;
Oppenheimer Multi-State Municipal
Trust; Oppenheimer Municipal Fund;
Oppenheimer Portfolio Series;
Oppenheimer Quest for Value Funds;
Oppenheimer Real Estate Fund;
Oppenheimer ETF Trust; Oppenheimer
Rising Dividends Fund; Oppenheimer
Rochester AMT-Free Municipal Fund;
Oppenheimer Rochester AMT-Free New
York Municipal Fund; Oppenheimer
Rochester Arizona Municipal Fund;
Oppenheimer Rochester California
Municipal Fund; Oppenheimer
Rochester Fund Municipals;
Oppenheimer Rochester Intermediate
Term Municipal Fund; Oppenheimer
Rochester Limited Term California
Municipal Fund; Oppenheimer
Rochester Maryland Municipal Fund;
Oppenheimer Rochester Massachusetts
Municipal Fund; Oppenheimer
Rochester Michigan Municipal Fund;
Oppenheimer Rochester Minnesota
Municipal Fund; Oppenheimer
Rochester North Carolina Municipal
Fund; Oppenheimer Rochester Ohio
Municipal Fund; Rochester Portfolio
Series; Oppenheimer Rochester Short
Term Municipal Fund; Oppenheimer
Rochester Virginia Municipal Fund;
Oppenheimer Senior Floating Rate
Fund; Oppenheimer Senior Floating
Rate Plus Fund; Oppenheimer Series
Fund; Oppenheimer Small Cap Value
Fund; Oppenheimer Steelpath MLP
Funds Trust; Oppenheimer Steelpath
Panoramic Fund; Oppenheimer UltraShort Duration Fund; Oppenheimer
Variable Account Funds (each, an
‘‘Oppenheimer Investment Company’’
and collectively, the ‘‘Oppenheimer
Investment Companies’’ with multiple
series (each, a ‘‘Fund’’)); OFI Global
Asset Management, Inc.;
OppenheimerFunds, Inc.; OFI SteelPath,
Inc. and VTL Associates, LLC (each an
‘‘Adviser’’ and, collectively with the
Oppenheimer Investment Companies,
the ‘‘Applicants’’). Each Oppenheimer
Investment Company is organized as
either a Delaware statutory trust or a
Delaware limited liability company and
is registered with the Commission as an
open-end management investment
company under the 1940 Act.
FILING DATES: The application was filed
on February 28, 2017, and amended on
August 31, 2017.
HEARING OR NOTIFICATION OF HEARING: An
order granting the application will be
issued unless the Commission orders a
hearing. Interested persons may request
a hearing by writing to the
Commission’s Secretary and serving
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19:54 Dec 29, 2017
Jkt 244001
applicants with a copy of the request,
personally or by mail. Hearing requests
should be received by the Commission
by 5:30 p.m. on January 22, 2018 and
should be accompanied by proof of
service on the applicants, in the form of
an affidavit or, for lawyers, a certificate
of service. Pursuant to rule 0–5 under
the Act, hearing requests should state
the nature of the writer’s interest, any
facts bearing upon the desirability of a
hearing on the matter, the reason for the
request, and the issues contested.
Persons who wish to be notified of a
hearing may request notification by
writing to the Commission’s Secretary.
ADDRESSES: Secretary, U.S. Securities
and Exchange Commission, 100 F Street
NE, Washington, DC 20549–1090.
Applicants: c/o Margery K. Neale, Esq.,
Willkie Farr & Gallagher LLP, 787
Seventh Avenue, New York, New York
10019.
FOR FURTHER INFORMATION CONTACT:
Rachel Loko, Senior Counsel, at (202)
551–6883, or Holly Hunter-Ceci,
Assistant Chief Counsel, at (202) 551–
6825 (Division of Investment
Management, Chief Counsel’s Office).
SUPPLEMENTARY INFORMATION: The
following is a summary of the
application. The complete application
may be obtained via the Commission’s
website by searching for the file
number, or an applicant using the
Company name box, at https://
www.sec.gov/search/search.htm or by
calling (202) 551–8090.
Summary of the Application
1. An Adviser will serve as the
investment adviser to the Subadvised
Funds pursuant to an investment
advisory agreement with the
Oppenheimer Investment Companies
(each, an ‘‘Investment Management
Agreement’’).1 An Adviser will provide
the Subadvised Funds with continuous
and comprehensive investment
management services subject to the
supervision of, and policies established
by, each Subadvised Funds’ board of
directors or trustees (the ‘‘Board’’).2
1 Applicants request that the relief apply to the
named Applicants, as well as to any future Fund
and any other existing or future registered open-end
management investment company or series thereof
that intends to rely on the requested order in the
future and that (i) is advised by the Adviser, its
successors, and any entity controlling, controlled by
or under common control with an Adviser or its
successors (included in the term ‘‘Adviser’’), (ii)
uses the multi-manager structure described in this
application, and (iii) complies with the terms and
conditions of this application (each, a ‘‘Subadvised
Fund’’). For the purposes of the requested order,
‘‘successor’’ is limited to an entity resulting from a
reorganization into another jurisdiction or a change
in the type of business organization.
2 The term ‘‘Board’’ includes the board of trustees
or directors of a future Subadvised Funds.
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Each Investment Management
Agreement permits the Adviser, subject
to the approval of the Board, to delegate
to one or more Sub-Advisers the
responsibility to provide the day-to-day
portfolio investment management of
each Subadvised Funds, subject to the
supervision and direction of the
Adviser.3 The primary responsibility for
managing the Subadvised Funds will
remain vested in an Adviser. An
Adviser will hire, evaluate, allocate
assets to and oversee the Sub-Advisers,
including determining whether a SubAdviser should be terminated, at all
times subject to the authority of the
Board.
2. Applicants request an exemption to
permit an Adviser, subject to Board
approval, to hire a Non-Affiliated SubAdviser or a Wholly-Owned SubAdviser, pursuant to Sub-Advisory
Agreements and materially amend SubAdvisory Agreements with NonAffiliated Sub-Advisers and WhollyOwned Sub-Advisers without obtaining
the shareholder approval required under
section 15(a) of the Act and rule 18f–2
under the Act.4 Applicants also seek an
exemption from the Disclosure
Requirements to permit a Subadvised
Fund to disclose (as both a dollar
amount and a percentage of the
Subadvised Fund’s net assets): (a) The
3 A ‘‘Sub-Adviser’’ for a Fund is (1) an indirect
or direct ‘‘wholly-owned subsidiary’’ (as such term
is defined in the Act) of the Adviser for that Fund,
or (2) a sister company of the Adviser for that Fund
that is an indirect or direct ‘‘wholly-owned
subsidiary’’ (as such term is defined in the Act) of
the same company that, indirectly or directly,
wholly owns the Adviser, or (3) a company of
which the Adviser for that Fund is an indirect or
direct ‘‘wholly-owned subsidiary’’ (as such term is
defined in the 1940 Act) (each of (1), (2) and (3) a
‘‘Wholly-Owned Sub-Advisor’’ and collectively, the
‘‘Wholly-Owned Sub-Advisers’’), or (4) an
investment sub-adviser for that Funds that is not an
‘‘affiliated person’’ (as such term is defined in
Section 2(a)(3) of the Act) of the Funds, any Feeder
Fund, (as defined below) invested in a Master Fund
(as defined below), the Funds, or the Adviser,
except to the extent that an affiliation arises solely
because the Sub-Adviser serves as a sub-adviser to
one or more Funds (each a ‘‘Non-Affiliated SubAdviser’’ and collectively, the ‘‘Non-Affiliated SubAdvisers’’).
Certain Oppenheimer Investment Companies are
operated in a master-feeder structure pursuant to
Section 12(d)(1)(E) of the 1940 Act. In such a
structure, certain Funds (each, a ‘‘Feeder Fund’’)
may invest substantially all of their assets in a Fund
(a ‘‘Master Fund’’) pursuant to Section 12(d)(1)(E)
of the 1940 Act. No Feeder Fund will engage any
sub-advisers other than through approving the
engagement of one or more of the Master Fund’s
sub-advisers.
4 The requested relief will not extend to any subadviser, other than a Wholly-Owned Sub-Adviser,
who is an affiliated person, as defined in section
2(a)(3) of the Act, of the Subadvised Funds or the
Manager, other than by reason of serving as a subadviser to one or more of the Subadvised Funds or
to any existing or future registered open-end
management company or series thereof advised by
an Advisor (‘‘Affiliated Sub-Adviser’’).
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02JAN1
Federal Register / Vol. 83, No. 1 / Tuesday, January 2, 2018 / Notices
aggregate fees paid to the Adviser and
any Wholly-Owned Sub-Advisers; (b)
the aggregate fees paid to Non-Affiliated
Sub-Advisers; and (c) the fee paid to
each Affiliated Sub-Adviser.
3. Applicants agree that any order
granting the requested relief will be
subject to the terms and conditions
stated in the application. Such terms
and conditions provide for, among other
safeguards, appropriate disclosure to
Subadvised Funds’ shareholders and
notification about sub-advisory changes
and enhanced Board oversight to protect
the interests of the Subadvised Funds’
shareholders.
4. Section 6(c) of the Act provides that
the Commission may exempt any
person, security, or transaction or any
class or classes of persons, securities, or
transactions from any provisions of the
Act, or any rule thereunder, if such
relief is necessary or appropriate in the
public interest and consistent with the
protection of investors and purposes
fairly intended by the policy and
provisions of the Act. Applicants
believe that the requested relief meets
this standard because, as further
explained in the application, the
Investment Management Agreements
will remain subject to shareholder
approval, while the role of the SubAdvisers is substantially equivalent to
that of individual portfolio managers, so
that requiring shareholder approval of
Sub-Advisory Agreements would
impose unnecessary delays and
expenses on the Subadvised Funds.
Applicants believe that the requested
relief from the Disclosure Requirements
meets this standard because it will
improve the Adviser’s ability to
negotiate fees paid to the Sub-Advisers
that are more advantageous for the
Subadvised Funds.
For the Commission, by the Division of
Investment Management, under delegated
authority.
Brent J. Fields,
Secretary.
[FR Doc. 2017–28299 Filed 12–29–17; 8:45 am]
BILLING CODE 8011–01–P
DEPARTMENT OF TRANSPORTATION
Federal Aviation Administration
daltland on DSKBBV9HB2PROD with NOTICES
[Summary Notice No. 2017–103]
Petition for Exemption; Summary of
Petition Received; Sierra Pacific
Airlines, Inc.
Federal Aviation
Administration (FAA), DOT.
ACTION: Notice.
AGENCY:
VerDate Sep<11>2014
19:54 Dec 29, 2017
Jkt 244001
This notice contains a
summary of a petition seeking relief
from specified requirements of Federal
Aviation Regulations. The purpose of
this notice is to improve the public’s
awareness of, and participation in, the
FAA’s exemption process. Neither
publication of this notice nor the
inclusion or omission of information in
the summary is intended to affect the
legal status of the petition or its final
disposition.
SUMMARY:
Comments on this petition must
identify the petition docket number and
must be received on or before January
12, 2018.
ADDRESSES: Send comments identified
by docket number FAA–2017–0964
using any of the following methods:
• Federal eRulemaking Portal: Go to
https://www.regulations.gov and follow
the online instructions for sending your
comments electronically.
• Mail: Send comments to Docket
Operations, M–30; U.S. Department of
Transportation (DOT), 1200 New Jersey
Avenue SE, Room W12–140, West
Building Ground Floor, Washington, DC
20590–0001.
• Hand Delivery or Courier: Take
comments to Docket Operations in
Room W12–140 of the West Building
Ground Floor at 1200 New Jersey
Avenue SE, Washington, DC, between 9
a.m. and 5 p.m., Monday through
Friday, except Federal holidays.
• Fax: Fax comments to Docket
Operations at 202–493–2251.
Privacy: In accordance with 5 U.S.C.
553(c), DOT solicits comments from the
public to better inform its rulemaking
process. DOT posts these comments,
without edit, including any personal
information the commenter provides, to
https://www.regulations.gov, as
described in the system of records
notice (DOT/ALL–14 FDMS), which can
be reviewed at https://www.dot.gov/
privacy.
Docket: Background documents or
comments received may be read at
https://www.regulations.gov at any time.
Follow the online instructions for
accessing the docket or go to the Docket
Operations in Room W12–140 of the
West Building Ground Floor at 1200
New Jersey Avenue SE, Washington,
DC, between 9 a.m. and 5 p.m., Monday
through Friday, except Federal holidays.
FOR FURTHER INFORMATION CONTACT:
Justin Barcas (202) 267–7023, Office of
Rulemaking, Federal Aviation
Administration, 800 Independence
Avenue SW, Washington, DC 20591.
This notice is published pursuant to
14 CFR 11.85.
DATES:
PO 00000
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Sfmt 4703
199
Issued in Washington, DC, on December
27, 2017.
Dale Bouffiou,
Deputy Executive Director, Office of
Rulemaking.
Petition for Exemption
Docket No.: FAA–2017–0964.
Petitioner: Sierra Pacific Airlines. Inc.
Section(s) of 14 CFR Affected:
121.1117.
Description of Relief Sought: Sierra
Pacific Airlines, Inc. seeks an exemption
from § 121.1117 to the extent necessary
to allow it to operate its one (1) Boeing
737–200 aircraft (Reg. No. N703S) and
its two (2) Boeing 737–500 aircraft (Reg.
Nos. N708S and N709S) in revenue
service after December 26, 2017, even
though such aircraft have not been
retrofitted in compliance with the
flammability reduction means
requirement in § 121.1117.
[FR Doc. 2017–28303 Filed 12–29–17; 8:45 am]
BILLING CODE 4910–13–P
DEPARTMENT OF TRANSPORTATION
Federal Motor Carrier Safety
Administration
[Docket No. FMCSA–2017–0340]
Hours of Service of Drivers:
Application for Exemption; Cudd
Energy Services
Federal Motor Carrier Safety
Administration (FMCSA), DOT.
ACTION: Notice of application for
exemption; request for comments.
AGENCY:
FMCSA announces that it has
received an application from Cudd
Energy Services (CES) (incorporated as
Cudd Pressure Control Inc., and Cudd
Pumping Services Inc.) requesting an
exemption from the electronic logging
device (ELD) requirements for their
specially trained drivers of specially
constructed commercial motor vehicles
(CMVs) used in oilfield operations. The
exemption would allow drivers of these
infrequently-driven CMVs to complete
paper records of duty status (RODS)
instead of using an ELD device. These
drivers are prohibited by regulation
from using the short-haul exceptions to
the hours-of-service (HOS) rules. CES
believes that the exemption would not
have any adverse impacts on
operational safety because drivers
would remain subject to the HOS
regulations as well as the requirements
to maintain paper RODS. FMCSA
requests public comment on CES’
application for exemption.
DATES: Comments must be received on
or before February 1, 2018.
SUMMARY:
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Agencies
[Federal Register Volume 83, Number 1 (Tuesday, January 2, 2018)]
[Notices]
[Pages 197-199]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2017-28299]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Investment Company Act Release No. 32956; 812-14749]
Oppenheimer Capital Appreciation Fund et al.; Application
December 27, 2017.
AGENCY: Securities and Exchange Commission (``Commission'').
ACTION: Notice.
-----------------------------------------------------------------------
Notice of an application under section 6(c) of the Investment
Company Act of 1940 (``Act'') for an exemption from section 15(a) of
the Act and rule 18f-2 under the Act, as well as from certain
disclosure requirements in rule 20a-1 under the Act, Item 19(a)(3) of
Form N-1A, Items 22(c)(1)(ii), 22(c)(1)(iii), 22(c)(8) and 22(c)(9) of
Schedule 14A under the Securities Exchange Act of 1934, and Sections 6-
07(2)(a), (b), and (c) of Regulation S-X (``Disclosure Requirements'').
The requested exemption would permit an investment adviser to hire and
replace certain sub-advisers without shareholder approval and grant
relief from the Disclosure Requirements as they relate to fees paid to
the sub-advisers.
Applicants: Oppenheimer Capital Appreciation Fund; Oppenheimer Capital
Income Fund; Oppenheimer Corporate Bond Fund; Oppenheimer Developing
Markets Fund; Oppenheimer Discovery Fund; Oppenheimer Discovery Mid Cap
Growth Fund; Oppenheimer Dividend Opportunity Fund; Oppenheimer
Emerging Markets Innovators Fund; Oppenheimer Emerging Markets Local
Debt Fund; Oppenheimer Equity Income Fund; Oppenheimer Global Fund;
Oppenheimer Global High Yield Fund; Oppenheimer Global Multi-
Alternatives Fund; Oppenheimer Global Multi-Asset Growth Fund;
Oppenheimer Global Multi-Asset Income Fund; Oppenheimer Global Multi
Strategies Fund; Oppenheimer Global Opportunities Fund; Oppenheimer
Global Real Estate Fund; Oppenheimer Global Strategic Income Fund;
Oppenheimer Global Value Fund; Oppenheimer Gold & Special Minerals
Fund; Oppenheimer Government Cash Reserves; Oppenheimer Government
Money Market Fund; Oppenheimer Institutional Government Money Market
Fund; Oppenheimer Integrity Funds; Oppenheimer International Bond Fund;
Oppenheimer International Diversified Fund; Oppenheimer International
Equity Fund; Oppenheimer International Growth and Income Fund;
Oppenheimer International Growth Fund; Oppenheimer International Small-
Mid Company Fund; Oppenheimer Limited-Term Bond Fund; Oppenheimer
Limited-Term Government Fund; Oppenheimer Macquarie Global
Infrastructure Fund; Oppenheimer Main Street Funds; Oppenheimer Main
Street Mid Cap Fund; Oppenheimer Main Street All Cap Fund; Oppenheimer
Main Street Small Cap Fund; Oppenheimer Master Event-Linked Bond Fund,
LLC;
[[Page 198]]
Oppenheimer Master Inflation Protected Securities Fund, LLC;
Oppenheimer Master International Value Fund, LLC; Oppenheimer Master
Loan Fund, LLC; Oppenheimer Multi-State Municipal Trust; Oppenheimer
Municipal Fund; Oppenheimer Portfolio Series; Oppenheimer Quest for
Value Funds; Oppenheimer Real Estate Fund; Oppenheimer ETF Trust;
Oppenheimer Rising Dividends Fund; Oppenheimer Rochester AMT-Free
Municipal Fund; Oppenheimer Rochester AMT-Free New York Municipal Fund;
Oppenheimer Rochester Arizona Municipal Fund; Oppenheimer Rochester
California Municipal Fund; Oppenheimer Rochester Fund Municipals;
Oppenheimer Rochester Intermediate Term Municipal Fund; Oppenheimer
Rochester Limited Term California Municipal Fund; Oppenheimer Rochester
Maryland Municipal Fund; Oppenheimer Rochester Massachusetts Municipal
Fund; Oppenheimer Rochester Michigan Municipal Fund; Oppenheimer
Rochester Minnesota Municipal Fund; Oppenheimer Rochester North
Carolina Municipal Fund; Oppenheimer Rochester Ohio Municipal Fund;
Rochester Portfolio Series; Oppenheimer Rochester Short Term Municipal
Fund; Oppenheimer Rochester Virginia Municipal Fund; Oppenheimer Senior
Floating Rate Fund; Oppenheimer Senior Floating Rate Plus Fund;
Oppenheimer Series Fund; Oppenheimer Small Cap Value Fund; Oppenheimer
Steelpath MLP Funds Trust; Oppenheimer Steelpath Panoramic Fund;
Oppenheimer Ultra-Short Duration Fund; Oppenheimer Variable Account
Funds (each, an ``Oppenheimer Investment Company'' and collectively,
the ``Oppenheimer Investment Companies'' with multiple series (each, a
``Fund'')); OFI Global Asset Management, Inc.; OppenheimerFunds, Inc.;
OFI SteelPath, Inc. and VTL Associates, LLC (each an ``Adviser'' and,
collectively with the Oppenheimer Investment Companies, the
``Applicants''). Each Oppenheimer Investment Company is organized as
either a Delaware statutory trust or a Delaware limited liability
company and is registered with the Commission as an open-end management
investment company under the 1940 Act.
Filing Dates: The application was filed on February 28, 2017, and
amended on August 31, 2017.
Hearing or Notification of Hearing: An order granting the application
will be issued unless the Commission orders a hearing. Interested
persons may request a hearing by writing to the Commission's Secretary
and serving applicants with a copy of the request, personally or by
mail. Hearing requests should be received by the Commission by 5:30
p.m. on January 22, 2018 and should be accompanied by proof of service
on the applicants, in the form of an affidavit or, for lawyers, a
certificate of service. Pursuant to rule 0-5 under the Act, hearing
requests should state the nature of the writer's interest, any facts
bearing upon the desirability of a hearing on the matter, the reason
for the request, and the issues contested. Persons who wish to be
notified of a hearing may request notification by writing to the
Commission's Secretary.
ADDRESSES: Secretary, U.S. Securities and Exchange Commission, 100 F
Street NE, Washington, DC 20549-1090. Applicants: c/o Margery K. Neale,
Esq., Willkie Farr & Gallagher LLP, 787 Seventh Avenue, New York, New
York 10019.
FOR FURTHER INFORMATION CONTACT: Rachel Loko, Senior Counsel, at (202)
551-6883, or Holly Hunter-Ceci, Assistant Chief Counsel, at (202) 551-
6825 (Division of Investment Management, Chief Counsel's Office).
SUPPLEMENTARY INFORMATION: The following is a summary of the
application. The complete application may be obtained via the
Commission's website by searching for the file number, or an applicant
using the Company name box, at https://www.sec.gov/search/search.htm or
by calling (202) 551-8090.
Summary of the Application
1. An Adviser will serve as the investment adviser to the
Subadvised Funds pursuant to an investment advisory agreement with the
Oppenheimer Investment Companies (each, an ``Investment Management
Agreement'').\1\ An Adviser will provide the Subadvised Funds with
continuous and comprehensive investment management services subject to
the supervision of, and policies established by, each Subadvised Funds'
board of directors or trustees (the ``Board'').\2\ Each Investment
Management Agreement permits the Adviser, subject to the approval of
the Board, to delegate to one or more Sub-Advisers the responsibility
to provide the day-to-day portfolio investment management of each
Subadvised Funds, subject to the supervision and direction of the
Adviser.\3\ The primary responsibility for managing the Subadvised
Funds will remain vested in an Adviser. An Adviser will hire, evaluate,
allocate assets to and oversee the Sub-Advisers, including determining
whether a Sub-Adviser should be terminated, at all times subject to the
authority of the Board.
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\1\ Applicants request that the relief apply to the named
Applicants, as well as to any future Fund and any other existing or
future registered open-end management investment company or series
thereof that intends to rely on the requested order in the future
and that (i) is advised by the Adviser, its successors, and any
entity controlling, controlled by or under common control with an
Adviser or its successors (included in the term ``Adviser''), (ii)
uses the multi-manager structure described in this application, and
(iii) complies with the terms and conditions of this application
(each, a ``Subadvised Fund''). For the purposes of the requested
order, ``successor'' is limited to an entity resulting from a
reorganization into another jurisdiction or a change in the type of
business organization.
\2\ The term ``Board'' includes the board of trustees or
directors of a future Subadvised Funds.
\3\ A ``Sub-Adviser'' for a Fund is (1) an indirect or direct
``wholly-owned subsidiary'' (as such term is defined in the Act) of
the Adviser for that Fund, or (2) a sister company of the Adviser
for that Fund that is an indirect or direct ``wholly-owned
subsidiary'' (as such term is defined in the Act) of the same
company that, indirectly or directly, wholly owns the Adviser, or
(3) a company of which the Adviser for that Fund is an indirect or
direct ``wholly-owned subsidiary'' (as such term is defined in the
1940 Act) (each of (1), (2) and (3) a ``Wholly-Owned Sub-Advisor''
and collectively, the ``Wholly-Owned Sub-Advisers''), or (4) an
investment sub-adviser for that Funds that is not an ``affiliated
person'' (as such term is defined in Section 2(a)(3) of the Act) of
the Funds, any Feeder Fund, (as defined below) invested in a Master
Fund (as defined below), the Funds, or the Adviser, except to the
extent that an affiliation arises solely because the Sub-Adviser
serves as a sub-adviser to one or more Funds (each a ``Non-
Affiliated Sub-Adviser'' and collectively, the ``Non-Affiliated Sub-
Advisers'').
Certain Oppenheimer Investment Companies are operated in a
master-feeder structure pursuant to Section 12(d)(1)(E) of the 1940
Act. In such a structure, certain Funds (each, a ``Feeder Fund'')
may invest substantially all of their assets in a Fund (a ``Master
Fund'') pursuant to Section 12(d)(1)(E) of the 1940 Act. No Feeder
Fund will engage any sub-advisers other than through approving the
engagement of one or more of the Master Fund's sub-advisers.
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2. Applicants request an exemption to permit an Adviser, subject to
Board approval, to hire a Non-Affiliated Sub-Adviser or a Wholly-Owned
Sub-Adviser, pursuant to Sub-Advisory Agreements and materially amend
Sub-Advisory Agreements with Non-Affiliated Sub-Advisers and Wholly-
Owned Sub-Advisers without obtaining the shareholder approval required
under section 15(a) of the Act and rule 18f-2 under the Act.\4\
Applicants also seek an exemption from the Disclosure Requirements to
permit a Subadvised Fund to disclose (as both a dollar amount and a
percentage of the Subadvised Fund's net assets): (a) The
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aggregate fees paid to the Adviser and any Wholly-Owned Sub-Advisers;
(b) the aggregate fees paid to Non-Affiliated Sub-Advisers; and (c) the
fee paid to each Affiliated Sub-Adviser.
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\4\ The requested relief will not extend to any sub-adviser,
other than a Wholly-Owned Sub-Adviser, who is an affiliated person,
as defined in section 2(a)(3) of the Act, of the Subadvised Funds or
the Manager, other than by reason of serving as a sub-adviser to one
or more of the Subadvised Funds or to any existing or future
registered open-end management company or series thereof advised by
an Advisor (``Affiliated Sub-Adviser'').
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3. Applicants agree that any order granting the requested relief
will be subject to the terms and conditions stated in the application.
Such terms and conditions provide for, among other safeguards,
appropriate disclosure to Subadvised Funds' shareholders and
notification about sub-advisory changes and enhanced Board oversight to
protect the interests of the Subadvised Funds' shareholders.
4. Section 6(c) of the Act provides that the Commission may exempt
any person, security, or transaction or any class or classes of
persons, securities, or transactions from any provisions of the Act, or
any rule thereunder, if such relief is necessary or appropriate in the
public interest and consistent with the protection of investors and
purposes fairly intended by the policy and provisions of the Act.
Applicants believe that the requested relief meets this standard
because, as further explained in the application, the Investment
Management Agreements will remain subject to shareholder approval,
while the role of the Sub-Advisers is substantially equivalent to that
of individual portfolio managers, so that requiring shareholder
approval of Sub-Advisory Agreements would impose unnecessary delays and
expenses on the Subadvised Funds. Applicants believe that the requested
relief from the Disclosure Requirements meets this standard because it
will improve the Adviser's ability to negotiate fees paid to the Sub-
Advisers that are more advantageous for the Subadvised Funds.
For the Commission, by the Division of Investment Management,
under delegated authority.
Brent J. Fields,
Secretary.
[FR Doc. 2017-28299 Filed 12-29-17; 8:45 am]
BILLING CODE 8011-01-P