Trustees of Eaton Vance Short Duration Diversified Income Fund Approve Changes in Investment Policies
March 24 2009 - 11:48AM
PR Newswire (US)
BOSTON, March 24 /PRNewswire-FirstCall/ -- Eaton Vance Short
Duration Diversified Income Fund, a diversified closed-end
investment company (NYSE Alternext US: EVG) (the "Fund"),currently
invests at least 25% of its net assets in each of three fixed
income sectors: (i) mortgage-backed securities, (ii) senior loans
and (iii) foreign obligations, including derivative instruments. In
addition, at least 80% of the Fund's total assets must be invested
in the aggregate in these three sectors. With respect to the
balance of the Fund's assets, the Fund is authorized to invest in
other assets, including unsecured loans, other floating rate debt
securities, such as notes, bonds and asset backed securities (such
as special purpose trusts investing in bank loans), credit-linked
notes, synthetic lease financings, tranches of collateralized
obligations, investment grade fixed income debt obligations and
money market instruments, such as commercial paper ("permitted
additional investments"). The Trustees of the Fund recently
approved commercial mortgage-backed securities ("CMBS") as another
permitted additional investment for the Fund. CMBS include
securities that reflect an interest in, and are secured by,
mortgage loans on commercial real estate property. The risks
associated with CMBS include the effects of local and other
economic conditions on real estate markets, the ability of tenants
to make loan payments, and the ability of a property to attract and
retain tenants. CMBS may be less liquid and exhibit greater price
volatility than other types of mortgage- or asset-backed
securities. Under normal market conditions, the Fund expects to
continue to maintain a dollar-weighted average portfolio credit
quality of investment grade. The Trustees also authorized the Fund
to execute short sales of sovereign bonds, provided that not more
than 15% of its net assets is held as collateral for such sales at
any one time, and to enter into reverse repurchase agreements. A
short sale involves the sale of a security that is borrowed from a
broker or other institution to complete the sale. Short sales
expose the Fund to the risk that it will be required to acquire
securities to replace the borrowed securities (also known as
"covering" the short position) at a time when the securities sold
short have appreciated in value, thus resulting in a loss to the
Fund. Under a reverse repurchase agreement, possession of a
portfolio instrument is temporarily transferred to another party in
return for cash, with the counterparty agreeing to return the
instrument at an agreed upon time (normally within seven days) and
price, which reflects an interest payment. Any fluctuations in the
market value of the instrument transferred could affect the market
value of the Fund's assets. Because reverse repurchase agreements
may be considered to be the practical equivalent of borrowing
funds, they constitute a form of leverage. In conjunction with the
foregoing, a non-fundamental investment policy of the Fund was
revised to provide that the Fund may not make short sales of
securities or maintain a short position, unless at all times when a
short position is open (i) it owns an equal amount of such
securities or securities convertible or exchangeable, without
payment of any further consideration, for securities of the same
issue as, and equal in amount to, the securities sold short or (ii)
it holds in a segregated account cash or other liquid securities
(to the extent required under the Investment Company Act of 1940)
in an amount equal to the current market value of the securities
sold short. The Fund is managed by Eaton Vance Management, a
subsidiary of Eaton Vance Corp. (NYSE:EV), based in Boston, one of
the oldest investment management firms in the United States, with a
history dating back to 1924. Eaton Vance and its affiliates managed
$121.9 billion in assets as of January 31, 2009, offering
individuals and institutions a broad array of investment products
and wealth management solutions. The Company's long record of
providing exemplary service and attractive returns through a
variety of market conditions has made Eaton Vance the investment
manager of choice for many of today's most discerning investors.
For more information about Eaton Vance, visit
http://www.eatonvance.com/. DATASOURCE: Eaton Vance Short Duration
Diversified Income Fund CONTACT: Eaton Vance, Investor Contact:
+1-800-262-1122 Web Site: http://www.eatonvance.com/
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