Santander Asset Management Signs Agreement to Acquire Legg Mason's Puerto Rico Mutual Funds
November 01 2006 - 1:26PM
PR Newswire (US)
Originally released on October 31, 2006 SAN JUAN, Puerto Rico, Nov.
1 /PRNewswire/ -- Santander Asset Management Corporation ("SAM"), a
subsidiary of Santander Securities Corporation, and Smith Barney
Fund Management, LLC ("SBFM"), a subsidiary of Legg Mason, Inc.,
have entered into a definitive agreement which contemplates that
Smith Barney Puerto Rico Daily Liquidity Fund, Inc., (with assets
of $111.8 million(1)), Smith Barney Puerto Rico Income and Capital
Fund, Inc. (with assets of $22.8 million(1)) and Smith Barney
Puerto Rico U.S. Core Equity Fund, Inc (with assets of $14.4
million(1)) will be integrated into the First Puerto Rico Family of
Funds. Legg Mason acquired SBFM, the investment adviser of these
three funds, from Citigroup on December 1, 2005. These three funds,
with approximately $149 million in assets, will join the First
Puerto Rico Family of Funds, which currently consists of 15 open
and closed-end investment companies with $2.8(1) billion in assets
under management by SAM. "We are pleased to have reached this
agreement with SBFM, and look forward to welcoming the Smith Barney
Puerto Rico Funds' shareholders into the First Puerto Rico Family
of Funds", said Juan Carlos Batlle, President and CEO of SAM. "Our
commitment to the Puerto Rico capital markets and to the Puerto
Rican investor is evident and we will continue growing our product
offerings by focusing on innovative and convenient investment
alternatives for our shareholders and the Puerto Rican investor",
said Batlle. The closing of the transaction is subject to the
satisfaction of certain conditions, including the approval of the
shareholders of the Smith Barney Puerto Rico Funds. As a result of
the agreement with SBFM, Smith Barney and Primerica Financial
Services financial advisors will now have the alternative of
offering products from the First Puerto Rico Family of Funds to
their clients. Shareholders of the Smith Barney Puerto Rico Funds
will become shareholders of funds of the First Puerto Rico Family
of Funds and will be able to maintain their fund shares in their
own investment accounts at Citigroup. Shareholders also will
benefit from the wide array of services and products currently
offered by the First Puerto Rico Family of Funds. Since its
creation in 1999, SAM has grown to become the second largest asset
manager in Puerto Rico with a market share of approximately 22%. In
addition to the investment advisory services provided to the First
Puerto Rico Family of Funds, SAM manages over $4151 million in
institutional managed accounts. For more information about the
First Puerto Rico Family of Funds, please visit:
http://www.santandernet.com/es/personas/inversiones/securities/sec_family_fund
s.aspx. Investment objectives, risks, charges, expenses and other
important information about the funds are contained in the
prospectus for each fund, which you should read and consider
carefully before investing. Santander BanCorp is a publicly held
financial holding company that is traded on the New York Stock
Exchange (SBP) and on Latibex (Madrid Stock Exchange) (XSBP). 91%
of the outstanding common stock of Santander BanCorp is owned by
Banco Santander Central Hispano, S.A (Santander). The Company has
five wholly owned subsidiaries, Banco Santander Puerto Rico,
Santander Securities Corporation, Santander Financial Services,
Santander Insurance Agency and Island Insurance Corporation. Banco
Santander Puerto Rico has been operating in Puerto Rico for nearly
three decades. It offers a full array of services through 63
branches in the areas of commercial, mortgage and consumer banking,
supported by a team of over 1,400 employees. Santander Securities
offers securities brokerage services and provides portfolio
management services through its wholly owned subsidiary Santander
Asset Management Corporation. Santander Financial Services offers
consumer finance products through its network of 70 branches
throughout the Island. Santander Insurance Agency offers life,
health and disability coverage as a corporate agent and also
operates as a general agent. For more information, visit the
Company's website at http://www.santandernet.com/. Santander
(SAN.MC, STD.N) is the largest bank in the Euro Zone by market
capitalization and one of the largest worldwide. Founded in 1857,
Santander has euro 798,540 million in assets and euro 961,093
million in managed funds, 67 million customers, 10,583 offices and
a presence in 40 countries. It is the largest financial group in
Spain and Latin America, and is a major player elsewhere in Europe,
including the United Kingdom through its Abbey subsidiary and
Portugal, where it is the third largest banking group. Through
Santander Consumer Finance, it also operates a leading consumer
finance franchise in Germany, Italy, Spain and nine other European
countries. In the first nine months of 2006, Santander recorded
euro 4,947 million in net attributable profit, 28% more than in the
same period of the previous year. In Latin America, Santander
manages over US$200 billion in banking business volumes (loans,
deposits, mutual funds, pension funds and managed funds) through
4,200 offices. In the first nine months of 2006, Santander recorded
in Latin America US$2,237 million in net attributable income, 31%
higher that in the prior year "Smith Barney" is a service mark of
Citigroup, Inc., licensed for use as the names of funds and
investment advisers. Legg Mason and its affiliates, including the
Smith Barney Puerto Rico Funds' investment adviser, are not
affiliated with Citigroup or Citigroup's affiliates, Smith Barney
and Primerica Financial Services. (1) As of September 30, 2006.
DATASOURCE: Santander Asset Management Corporation CONTACT: Evelyn
Vega, +1-787-777-4546, Fax: +1-787-777-4404 Web site:
http://www.santandernet.com/
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