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Received: 19 November 2013 Returned for revision: 27 January 2014 Accepted: 31 March 2014 Published electronically: 7 June 2014
† Background and Aims Pteris (Pteridaceae), comprising over 250 species, had been thought to be a monophyletic
genus until the three monotypic genera Neurocallis, Ochropteris and Platyzoma were included. However, the
relationships between the type species of the genus Pteris, P. longifolia, and other species are still unknown.
Key words: Actiniopteris, allopatric speciation, biogeography, brake ferns, morphological character evolution,
long-distance dispersal, matK, Onychium, parapatric speciation, phylogeny, Platyzoma, Pteris, Pteridaceae, rbcL.
A B C D
E F G H
L M N
O P Q
1 mm
F I G . 1. Selected morphologies of Pteris. (A) P. dactylina, pedate, pinnate, with exaggerated basiscopic pinnules, lithophytic, Taiwan. (B) P. nipponica, single axis,
simple pinnae, with exaggerated basiscopic pinnules, with pale marks, lithophytic, Japan. (C) P. aff. heteroclita, single axis, irregularly bipinnatifid, without exag-
gerated basiscopic pinnules, terrestrial, Madagascar. (D) P. grevilleana var. ornata, single axis, bipinnatifid, with exaggerated basiscopic pinnules, with pale
marks, terrestrial, China. (E) P. terminalis, single axis, bipinnatifid, with exaggerated basiscopic pinnules, terrestrial, Taiwan. (F) P. geminata, single axis, bipinnatifid,
with exaggerated basiscopic pinnules, terrestrial, Comoros. (G) P. tremula, single axis, tripinnatifid, with exaggerated basiscopic pinnules, terrestrial, Australia. (H)
Chao et al. — Worldwide phylogeny and biogeography of Pteris 111
monotypic genera, Neurocallis Bory ex Fée and Ochropteris TA B L E 1. PCR primers used in this study
J.Sm., were nested within Pteris. Moreover, P. vittata, which is
very similar morphologically to the type species of the genus, Primer Sequence (5′ 3′ ) Origin
P. longifolia, was only distantly related to the remainder of
Pteris. Although never receiving strong support, P. vittata rbcL_PF2 GTA GGG AGG AAC AAA CTM ATG TC This study
rbcL CAG CTA RTT CWG GAC TCC ACT TA This study
appeared as sister either to Platyzoma R. Br., a third monotypic F1369R
genus (Schuettpelz et al., 2007; Schneider et al., 2013) or to a rbcL 1379R TCA CAA GCA GCA GCT AGT TCA GGA (Pryer et al.,
clade comprising mainly the Taenitidoideae (Schuettpelz CTC 2001)
et al., 2007). In order to maintain the monophyly of Pteris, matK_PF3 AGT RCA GTA GCA GTC AAR CGT TTA This study
matK_PR2 CCA KGC CGA TTT ACC AGT YGG AC This study
Christenhusz et al. (2011) and Christenhusz and Schneider
(2011) treated the genus in an expanded definition, subsuming
the monotypic genera Neurocallis, Ochropteris and Platyzoma
(see also Christenhusz and Chase, 2014). However, this treat- method (Doyle and Doyle, 1990) or using the Plant Genomic
ment was based on poorly supported evolutionary relationships DNA Mini Kit following the manufacturer’s protocol (Geneaid
for these groups. In addition, although crucial, the phylogenetic Biotech Ltd., Taipei, Taiwan). To avoid cross-contamination,
placement of the type species of the genus (P. longifolia) has DNAwas extracted separately from the leaves of herbarium speci-
been only hypothesized as close to P. vittata (Schuettpelz mens and silica-dried leaves.
et al., 2007); its phylogenetic position is yet to be investigated. Two plastid genes, rbcL and matK, were amplified using the
P. tripartita, tripartite, bipinnatifid, with exaggerated basiscopic pinnules, terrestrial, Vanuatu. (I) P. vittata, single axis, simple pinnae, without exaggerated basiscopic
pinnules, lithophytic, Taiwan. (J) P. dimidiata, single axis, dimidiate, without exaggerated basiscopic pinnules, terrestrial, Taiwan. (K) P. fauriei var. minor, single axis,
bipinnatifid, with exaggerated basiscopic pinnules, terrestrial, Taiwan. (L, M) P. wallichiana, tripartite, bipinnatifid, with exaggerated basiscopic pinnules, anastomos-
ing vein, terrestrial, Taiwan. (N) P. biaurita, bipinnatifid, anastomosing vein, Taiwan. (O) P. warburgii, pinnate, anastomosing vein, Solomon Islands. (P) P. pacifica,
bipinnatifid, free vein, Vanuatu. (Q) False veinlets (arrows) of P. grevilleana, Taiwan. (A), (B), (D), (E), (G), (I), (J), (K), (M), (N) and (Q) photographed by Yi-Shan
Chao; (C), (F) and (H) photographed by Germinal Rouhan; (O) and (P) photographed by Cheng-Wei Chen; (L) photographed by Chien-Yu Lin.
112 Chao et al. — Worldwide phylogeny and biogeography of Pteris
parsimony (MP), maximum likelihood (ML) and Bayesian infer- characters. The ecological character is the habitat of the plants:
ence (BI). An incongruence length difference (ILD) test (Farris most Pteris species are terrestrial and lithophytic species are
et al., 1995) was conducted to evaluate the congruence between fewer. We tested the possibility of this trait being applied on infra-
the atpB– rbcL spacer and the rbcL gene. For the combination of generic delimitations. The four morphological characters are also
rbcL and matK markers, the best-fitting evolutionary model for regarded as important for infrageneric delimitations of Pteris
each partition was GTR + I + G (Rodriguez et al., 1990), according to previous studies (e.g. Christensen, 1906; Shieh,
under the Akaike information criterion (AIC; Aikake, 1973) in 1966; Ching and Wu, 1983). The characters with character
Modeltest v. 3.7 (Posada et al., 2006). states were defined as follows: (1) habitat – terrestrial or lithophy-
The MP analyses were performed with PAUP* v. 4.0b10 tic; (2) leaf architecture – single axis (rachis), tripartite or pedate
(Swofford, 2002). Heuristic searches were replicated 1000 (5-partite); (3) leaf dissection – pinnate, bipinnatifid, bipinnate,
times with random taxon addition sequences, tree-bisection tripinnatifid or irregularly bipinnatifid; (4) basal pinnae – with
reconnection branch swapping and the options MulTrees or without exaggerated basiscopic pinnules; (5) venation – free
and Steepest Descent. All characters were weighted equally or anastomosing. Character tracing was performed using the most
and were unordered. Internal support was assessed using parsimonious reconstruction of ancestral states in MacClade
1000 bootstrap replicates (fast stepwise addition). v. 4.08 (Maddison and Maddison, 2000) and Mesquite v. 2.75
The ML analyses were performed using GARLI v. 2.0 (Maddison and Maddison, 2011). Characters were treated as un-
(Genetic Algorithm for Rapid Likelihood Inference; Zwickl, ordered categorical variables and mapped onto the chronogram
2006). Ten independent runs were conducted using automatic from the divergence time analysis to infer patterns of evolution.
E
J
A
C
I
F D
K
F I G . 2. The nine biogeographical regions used in this study of Pteris. A, East Asia, including China, Japan and Taiwan; C, Australasia, including Australia, New
Zealand and the Pacific Islands, but excluding New Guinea; D, Malesia including Indo-China; E, Europe; F, Africa; G, Madagascar and the islands of the Western
Indian Ocean; I, India and Sri Lanka; J, North America; K, Central and South America.
TA B L E 2. Data sets and parsimony-based tree statistics for the plastid rbcL and matK genes and their combination
Number of sequences (out of 135 species in Pteris/out of 18 species in outgroups) 135/18 135/17 135/18
Alignment length (bp) 1278 945 2223
Sequence length (ingroup/outgroup) 1278/1278 882–900/873– 906 2160– 2178/2151–2184
Variable bases 478 (37 %) 711 (75 %) 1189 (53 %)
Parsimony-informative bases 351 (27 %) 573 (61 %) 924 (42 %)
Parsimony-informative bases within ingroup only (Pteris) 203 (16 %) 385 (41 %) 588 (26 %)
Tree length 1612 2812 4588
CI 0.406 0.437 0.411
RI 0.715 0.785 0.747
characters) than the rbcL data set (37 and 16 %, respectively). into four major clades, here named A, B, C and D. Our results in-
Phylogenetic analyses (MP, ML, BI) were performed on the two dicate that the genus Pteris is not monophyletic. The Pteris
data matrices independently, then on the combined data sets. Due species are divided into two groups: the major Pteris clade (clus-
to poor resolution of the rbcL and matK trees, the ILD test was tering clades A, B and C; MP bootstrap %/ML bootstrap
significant (P ¼ 0.01; Farris et al., 1995). Therefore, the results pre- %/BPP ¼ 100/99/1; Fig. 3), including most Pteris species; and
sented and discussed are focused on the combined analyses, recov- the type clade (clade D; 100/100/1), which contains the type
ered better resolved tree topologies, with highest support values. species of the genus, P. longifolia, and three species with
The three analyses (MP, ML and BI) of the combined data set similar overall morphologies. Actiniopteris and Onychium
recovered highly concordant phylogenetic hypotheses, and the together form a sister clade to the major Pteris clade (A, B and
Bayesian and ML trees had identical topologies with most of C), but with low statistical support (52/– /0.61), and this inclu-
the relationships resolved, except for a poorly supported sive clade then clusters with the Pteris type clade (D), although
lineage, Platyzoma microphyllum (discussed below). The ML this relationship is also not well supported (bootstrap% , 50
tree is presented in Fig. 3. The 135 Pteris species were grouped and BPP , 0.5). Platyzoma microphyllum, which was treated as
114 Chao et al. — Worldwide phylogeny and biogeography of Pteris
Character 1 2 3 4 5
P. natinesis
Characters P. yakuinsularis
P. arisanensis
A1
P. wulaiensis
(1) Habitat P. laurisilvicola
P. kawabatae
Terrestrial P. oshimenisis
P. fauriei
Lithophytic P. boninensis
P. medogensis
P. setulosocostulata
(2) Architecture P. himalayensis
P. spinescens
P. kiuschiuensis
Single-axis P. satsumana
Tripartite P. argyaea
P. perrottei
Pedate P. confusa
P. aspericaulis
P. giasii
P. aff. catoptera
(3) Lamina dissection P. catoptera
Pinnate P. aff. madagascarica
P. humbertii
Bipinnatifid P. sp2
P. assamica
Bipinnate P. khasiana A1: Terrestrial,
P. praetermissa
Tripinnatifid P. otaria single-axis & bipinnatifid lamina,
P. biaurita subsp. walkeriana
Irregularly bipinnatifid P. pacifica basal pinnae with exaggerated
P. mucronulata
P. cf. squamipes basiscopic pinnules, free veins
(4) Exaggerated basiscopic P. asperula
P. sp1
pinnules of basal pinnae P. biaurita
P. flava
None P. subindivisa
P. roseililacina
Present P. keysseri
P. sp4
Polymorphic P. dataensis
P. glaucovirens
P. quadriaurita Clade A
(5) Venation P. tibetica
P. hirtula
Free veins P. reptan
P. friesii
Anastomosing veins
Hemionitis arifolia
Adiantum capillusveneris
Coniogramme japonica
0·03
F I G . 3. Phylogram and morphological character evolution of Pteris as inferred from ML analysis. Values above branches show MP bootstrap (%)/ML bootstrap
(%)/BPP. Coniogramme japonica was used as the most phylogenetically distant outgroup. States are indicated for the following characters: (1) habitat; (2) leaf archi-
tecture; (3) leaf dissection; (4) exaggerated basiscopic pinnules of basal pinnae present or not; and (5) venation.
Chao et al. — Worldwide phylogeny and biogeography of Pteris 115
a Pteris species (Christenhusz et al., 2011), is the sister lineage to tripartite leaves, whereas most species in subclades B1 and B2
all Pteris species, Actiniopteris and Onychium, although this rela- revert back to single-axis leaves.
tionship is not statistically supported (bootstrap% ,50 and BPP Leaf dissection within Pteris species is diverse (Fig. 5C).
,0.5). Species in the type clade of Pteris (D) are pinnate, while
Focusing on the major Pteris clade, P. tremula R.Br. and those in the sister clade Actiniopteris + Onychium and clade
P. kingiana Endl. (clade C) form the sister group to the cluster C have bipinnatifid/tripinnatifid leaves. Leaf dissection
of clades A and B. There is strong support for the monophyly changes to bipinnatifid in clades A and B. Within clade B,
of the two large clades A (100/99/1) and B (92/90/0.99), which species are bipinnatifid and bipinnate in subclades B2, B3
are also strongly supported as sister to each other (95/96/1). and B4, and pinnate in subclade B1. Clade A is characterized
Within clade A, subclades A1–A5 each receive high support, by bipinnatifid leaves, except for some species that are bipin-
although A4 has no MP support (,50) but a moderate ML boot- nate in subclade A1 and some species that are pinnate in
strap value (64), and high BPP (0.99). Clade B contains four sub- subclades A2 and A3. A few irregularly bipinnatifid species
clades (B1–B4) and one species, P. incompleta Cav., which are located in subclades A1, A2, A3, B1 and B2 (Figs 3
clusters with subclades B1 and B2 with low support (,50/61/ and 5C).
0.83). In total, 11 phylogenetic subclades, A1–A5, B1–B4, C Basal pinnae with exaggerated basiscopic pinnules appear as
and D, are recognized and defined here. a synapomorphy of clades A and B, but the ancestral state is
ambiguous given that species in subclades A5 and some in B4
do not show this morphology. Several other species belonging
Divergence time
1
P. grevilleana Taxa1
P. cadieri Taxa4 A2
P. cadieri Taxa1
1 P. cadieri Taxa2
P. cadieri Taxa3
0·95 P. hainanensis
P. grevilleana Taxa3
1 1 P. venulosa
0·97 P. insignis
1 0·86 P. decrescens
P. longipinna
P. venusta
1 P. pellucida
P. sp3
1 P. formosana
1
1
P. terminalis
P. aff. terminalis
A3
1 P. vitiensis
P. ensiformis
1 P. longipes
1 1
0·5 P. pteridioides
P. schlechteri
A4
P. bella
1 P. porphyrophlebia
P. tokoi
P. dimidiata
1 P. dissitifolia
P. semipinnata
A5
20·0
Late Cretaceous Paleocene Eocene Oligocene Miocene Plio Quat
100 50 0 Myr
F I G . 4. Pteris chronogram based on BI. Node bars represent the 95 % highest posterior density intervals for nodal ages. Values above branches show BPPs. Two
calibration points are used in the dating analyses: 110.8 and 56.2 Myr.
Bouma et al., 2010; Christenhusz et al., 2011; Schneider et al., indusia are formed by their reflexed leaf margins, forming
2013). We included, for the first time, samples of P. longifolia ‘false indusia’. In contrast, the last two genera are distinguished
and three other species with similar overall morphology (Pteris from Pteris by their distinctly thin and long ultimate segments;
type clade D in this study). Our results show that the monophyly the ultimate segments are so narrow that the indusia of the
of Pteris is ambiguous; the relationships among the Pteris two opposite margins almost touch. This kind of narrow
type clade, the major Pteris clade and the Actiniopteris + pinnule morphology can be found in only one Pteris species,
Onychium clade are not statistically supported, either in the P. tremula, but they are shorter. Considering leaf morphologies,
chronogram (where Pteris is retrieved as monophyletic) or in the fan-shaped leaves of Actiniopteris are more different from
the phylogram (where the Actiniopteris + Onychium clade is that the ovate leaves of both Onychium and Pteris. Until there
more closely related to the major Pteris clade than is the Pteris is reliable evidence identifying the sister clade to the major
type clade). Thus, even with a much increased taxon sampling Pteris clade (i.e. either the ‘Pteris type clade’ or Actiniopteris +
of Pteris (also including the type species), the monophyly of Onychium), we are not in favourof disintegrating Pteris or expand-
Pteris is still uncertain and in need of further investigation. ing the definition of the genus to include Actiniopteris and
Close evolutionary affinities between Pteris and the two Onychium.
genera Actiniopteris and Onychium are supported by their sori, In a previous treatment, Platyzoma microphyllum was treated
which are very much alike in these three genera; in particular, as a member of Pteris (Christenhusz et al., 2011). Because this
Chao et al. — Worldwide phylogeny and biogeography of Pteris 117
P. henryi
P. angustipinna B1
P. gallinopes
P. matsumotoi
1 P. actiniopteriodes
P. kidoi
1 P. pellucidifolia morphB
0·99 P. multifida
P. irregularis
0·93 1 P. deltodon
0·95 P. nervosa
P. pseudopellucida
1 1 P. morii
P. multiaurita
1 P. cretica
P. guangfongensis
P. pellucidifolia morphA
P. esquirolii
1 P. umbrosa
P. dactylina
0·98 P. ryukyensis
P. nipponica
P. aff. heteroclita
Clade B
Major Pteris clade 0·84 P. griseovirids B2
P. scabra
1 P. laurea
1 1 P. elongatiloba
P. geminata
P. incompleta
1 P. muricata
Pteris species
1 P. altissima B3
P. podophylla
1 1 P. wallichiana
46·7 Myr 0·49 P. tripartita B4
1 P. sp5
0·49 0·86 P. cf. tripartita
P. aff. tripartita
1 P. warburgii
1 P. litoralis
1 P. comans
P. vieillardii
0·74 1 P. tremula
1
P. kingiana
P. vittata
Clade C
1 P. longifolia
Clade D
20·0
Late Cretaceous Paleocene Eocene Oligocene Miocene Plio Quat
100 50 0 Myr
FIG. 4 Continued
branch is weakly supported in all our phylogenetic trees, the the weakly supported position of P. incompleta (in clade B) and
position of Pl. microphyllum is also considered to be unresolved. the structure within subclades, especially B2, B3 and B4, which
However, the Actiniopteris + Onychium clade is always re- likely harbour additional lineages from Africa/Indian Ocean,
trieved as more closely related to the major Pteris clade than is Central and South America and Australasia, respectively.
Pl. microphyllum (both the phylogram and chronogram). The combination of morphological and ecological traits can
Therefore, if Pl. microphyllum was classified within Pteris, characterize the infrageneric classifications of Pteris. Clade A
then the species of Actiniopteris and Onychium must be included is morphologically characterized by the combination of single-
as well. axis leaves with free veins and basal pinnae with exaggerated
basiscopic pinnules (Fig. 3). However, the evolution of leaf dis-
section is complicated: subclades A1, A4 and A5 retain the an-
Inferred evolution of morphological characters and infrageneric
cestral bipinnatifid leaves, but the other subclades exhibit
classification
distinctly different leaf dissections, which likely arose from mul-
Based on the two markers, rbcL and matK, a clear infrageneric tiple independent evolutionary events (Fig. 5C). Species in sub-
pattern was reconstructed with the Pteris species classified into clade A5 show bipinnatifid leaves, whereas subclades A2 and A3
four major clades (A– D) and further divided into 11 phylogen- evolved a greater leaf dissection diversity than all other groups of
etic subclades (A1 – A5, B1– B4, C and D). Defining and coding Pteris, including pinnate, bipinnatifid and irregularly bipinnati-
five characters in this study and reconstructing their evolution fid leaves. Moreover, some species in subclades A2, A3 and
across the phylogenetic tree allow us to better characterize each A5 revert to basal pinnae without exaggerated basiscopic pin-
molecular clade (Fig. 3). Considering type specimens and avail- nules. Because the phylogeny is based on plastid markers, only
able taxonomic treatments (especially floras) for different areas, the maternal lineages are represented. Therefore, it is still
we believe that our sampling of Pteris reasonably represents the unclear how the diversity in leaf morphology might be explained
distribution of morphological diversity across its lineages. by reticulate evolution within the genus, involving especially
Moreover, based on an already wide taxonomic sampling and hybridization, which is well known to be an important speciation
on strong support values for each subclade obtained, we assume process in Pteris (Walker, 1954, 1958; Chao et al., 2012a).
that the 11 phylogenetic subclades are unambiguous. Two Anastomosing veins and tripartite and bipinnatifid leaves
issues might be improved by further increasing species sampling: are apomorphies within clade B (Fig. 5). Subclades B3 and B4
118 Chao et al. — Worldwide phylogeny and biogeography of Pteris
A B A1
Characters
(parsimony reconstruction)
A2
(A) Habitat (8 steps)
Terrestrial
Lithophytic
A3 Clade A
(B) Architecture (18 steps)
Single-axis
Tripartite A4
Pedate
Clade C
Actiniopteris
+ Onychium
Clade D
Platyzoma
C D E
A1
A2
A3 Clade A
A4
A5
B1
B2
Clade B
B3
B4
Clade C
Actiniopteris
+ Onychium
Clade D
Platyzoma
F I G . 5. Ancestral character reconstruction for Pteris performed with Mesquite v. 2.75. The backbone of the tree is based on the BI chronogram. Phylogenetic relation-
ships of Pteris are shown in relation to (A) habitat, (B) leaf architecture, (C) leaf dissection, (D) exaggerated basiscopic pinnules of basal pinnae present or not, and (E)
venation. The principal clades and their morphological characters are shown.
Chao et al. — Worldwide phylogeny and biogeography of Pteris 119
(ADFG) P. arisanensis
(A) P. wulaiensis
(A) P. laurisilvicola
A1
(A) P. yakuinsularis
A (A) P. natinesis
(AD) P. kawabatae
(A) P. oshimenisis
(AD) P. fauriei
(A) P. boninensis
(DI) P. spinescensa
AI (AI) P. setulosocostulata
(AI) P. medogensis
Areas (I) P. himalayensis
(A) P. kiusuchiuensis
* (A) P. satsumana
(I) P. confusa
(I) P. perrottei
A East Asia (DI) P. argyaea
(ADI) P. aspericaulis
(D) P. giasii
(DFG) P. catoptera
AD I (G) P. aff. catoptera
(G) P. aff. madagascarica
(G) P. humbertii
(F) P. sp2
ADI (FI) P. assamica
(I) P. khasiana
(I) P. praetermissa
AI (I) P. otaria
(I) P. biaurita subsp. walkeriana
(D) P. cf. squamipes
(D) P. mucronulata
C Australasia (D) P. asperula
DI (D) P. sp1
(I) P. subindivisa
(I) P. roseililacina
D Malesia & Indo-China (D) P. flava
(ACDFGK) P. biaurita
F I G . 6. Ancestral area reconstruction from S-DIVA analysis, based on the BI chronogram for divergence time, with median values and 95 % confidence intervals for
nodal ages. Geographical areas are coded with letters and colours, as detailed in Materials and methods and Fig. 2.
comprise species with anastomosing veins, basal pinnae with distributed in Madagascar, some even being endemic to this
exaggerated basiscopic pinnules and tripartite leaf architecture. island, these ambiguous morphological characters could have
The evolution of subclades B1 and B2 appears to be associated arisen independently from evolution in isolation (by allopatric
with reversals of some of these character states. The morphology speciation).
of taxa belonging to subclade B2 is intermediate between that of Clade D (comprising the type species) is characterized by the
taxa in subclade B1 and those in subclades B3 and B4. Subclade combination of terrestrial/lithophytic habitat, free veins, single-
B1 is characterized by terrestrial habitats, single-axis/pedate and axis and pinnate leaves and basal pinnae without exaggerated
pinnate leaves, basal pinnae with exaggerated basiscopic pin- basiscopic pinnules, whereas taxa in clade C have a terrestrial
nules and free veins. In subclade B2, the evolution of three habitat, free veins, single-axis and bipinnatifid/tripinnatifid leaves
traits is especially complex: leaf architecture ( pinnate or tripar- and basal pinnae with exaggerated basiscopic pinnules. Intere-
tite), leaf dissection ( pinnate or bipinnatifid) and venation (free stingly, clade Actiniopteris + Onychium share the same charac-
or anastomosing veins). Because all species in subclade B2 are ter states as clade C.
120 Chao et al. — Worldwide phylogeny and biogeography of Pteris
(A) P. henryi
(A) P. angustipinna
(A) P. gallinopes
B1
(A) P. matsumotoi
(A) P. actiniopteriodes
(A) P. kidoi
(A) P. pellucidifolia morphB
(ACDI) P. multifida
(C) P. irregularis
(A) P. deltodon
(A) P. nervosa
(AI) P. pseudopellucida
(A) P. morii
(I) P. multiaurita
A (ADEFGI) P. cretica
(A) P. guangfongensis
(A) P. pellucidifolia morphA
(A) P. esquirolii
(C) P. umbrosa
(ADI) P. dactylina
(AD) P. ryukyensis
(A) P. nipponica
FIG. 6 Continued
Although the specific morphologies of individual clades indicating this re-circumscribed Campteris (Presl) Ching is
have been identified as combinations of character states, there still polyphyletic. Bipinnatifid and tripartite fronds are the diag-
are species in most clades that deviate from these defined morph- nostic characters of the subgenus Tripedipteris erected by Shieh
ologies. For example, anastomosing veins could be a synapo- (1966). Although these character states occur in subclades B3
morphy for species of clade B and seems to be a useful and B4, in which the only two Tripedipteris species,
diagnostic character for this clade, but this venation type also P. tripartita and P. wallichiana J.Agardh were retrieved, other
occurs in other clades that are not closely related. Pteris biaurita, species in subclades A1, A4 and B2 also possess the character
in subclade A1, constitutes an interesting example. Because it state of subgenus Tripedipteris. Thus, infrageneric classifica-
has anastomosing veins, P. biaurita was designated as the type tions based on morphological characters are greatly complicated
species for the subgenus Campteris (Presl) C.Ch. However, by homoplastic evolution for most of these characters. The 11
P. biaurita is one of only two taxa in subclade A1 with anastomos- phylogenetic lineages identified here could contribute to a new
ing veins (the second one being P. biaurita subsp. walkeriana infrageneric classification of Pteris that more accurately
Fraser-Jenk. & Rajkumar). This transition from free to anastomos- depicts phylogenetic relationships.
ing veins occurred several times independently in the phylogeny,
and is best interpreted as homoplasy. Considering the taxonomic
Species divergence is closely connected to spatial
value of venation, it has frequently been used to subdivide Pteris
distribution
(Presl, 1836; Price, 1975; Ching and Wu, 1983). Based on our
studies, some species correspond to the opinion of Christensen Long-distance dispersal has been very important in shaping
(1932) and Walker (1962): venation is useful only for species the spatio-temporal evolution of Pteris. Because our divergence
identification. time estimates (Fig. 4) indicate that Pteris originated 47 Myr,
Our Pteris phylogeny indicates that past infrageneric clas- well after the last known connection between Africa and South
sifications (Christensen, 1906; Shieh, 1966; Ching and Wu, America (105 Myr), long-distance dispersal by means of spores,
1983) do not correspond to monophyletic groups. Thus, the trad- rather than vicariance, is likely responsible for the present-day dis-
itional, morphology-based delineation of the sections needs revi- junct distribution of Pteris in Central and South America, Africa
sion. For example, the subgenus Campteris (Presl) C.Ch. and Australasia. Our results support the hypothesis that long-
was defined by anastomosing veins, but, as mentioned above, distance dispersal accounts for the circum-Antarctic distribution
species sharing this character state form a polyphyletic group. of ferns (Parris, 2001). There is evidence for long-distance disper-
Although Ching and Wu (1983) re-circumscribed the section sal events from Central and South America to Africa by some fern
Campteris (Presl) Ching, which comprises species with bipinna- groups, such as Elaphoglossum (Rouhan et al., 2004; Vasco et al.,
tifid fronds and anastomosing veins, species of this section in our 2009), Lomariopsis (Rouhan et al., 2007) and some species of
phylogeny appear in three separate subclades (A1, A3, B4), Polypodiaceae (Janssen et al., 2007; Labiak et al., 2010; Rouhan
Chao et al. — Worldwide phylogeny and biogeography of Pteris 121
et al., 2012). There is also evidence for dispersal from Africa to for subclade B1, could play an important role. Subclade B1 arose
Central and South America by ferns, such as Platycerium later than clade A. A shift from terrestrial to lithophytic habitats
andinum Baker (Kreier and Schneider, 2006). may have acted as a key innovation, contributing to the success-
After analysing the primary distribution of the 11 phylogenet- ful adaptation of subclade B1 species in East Asia. This diver-
ic lineages of Pteris, which are mostly unambiguous (Fig. 6), and gence of niches could also have spurred diversification of the
tracing current geographical distributions onto the chronogram, two lineages in Asia. That is, species of subclade B1 are parapa-
our analyses suggest that the different clades originated follow- tric with species of clade A, rather than sympatric.
ing the colonization of new geographical areas. For different Subclades A1 and B1, the most species-rich clades, are well
dispersal events, each lineage likely expanded by means of allo- supported and pairwise sequence divergence among taxa is rela-
patric speciation. tively low (illustrated by short branch lengths in the phylogram;
However, clear relationships between phylogeny and spatial Fig. 3). Each clade comprises a group of morphologically similar
distribution are revealed in Pteris species and correspond to and closely related species that are difficult to identify and form a
morphological characters: species with anastomosing veins are so-called species complex (Walker, 1954; Verma and Khullar,
mostly distributed in Australasia, Central and South America, 1965). Species in clade A occur mostly in East Asia, Indochina
Africa and Madagascar; species with bipinnatifid leave and free- and Malesia (subclades A2, A3, A4 and A5). This clade then
veins are distributed in Asia; and pedate and pinnate species with expanded to India (subclade A1) about 12.5 Myr. Because the
bipinnatifid leaves and free-vein are distributed in Asia. collision of India and Asia between 32 and 17 Myr also caused
The phylogeny shows close relationships between Pteris lateral extrusion of south-eastern Asia, the occurrence of Pteris
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laris, L.E. Bishop 03017006, Hawaii, KF289729, KF289599, Nepal, KF289667, KF289537, TAIF. P. quadriaurita, C. R.
HAW. P. kathmanduensis, C. R. Fraser-Jenkins FN35, Nepal, Fraser-Jenkins 31110, Sri Lanka, KF289671, KF289541,
KF289663, KF289533, TAIF. P. kawabatae, Y.-S. Chao 1637, TAIF. P. reptan, C. R. Fraser-Jenkins FN393, Sri Lanka,
Taiwan, KF289655, KF289525, TAIF. P. keysseri, Y.-S. Chao KF289668, KF289538, TAIF. P. roseililacina, C. R. Fraser-
1403, Philippines, KF289640, KF289510, TAIF. P. khasiana, Jenkins FN31911, Nepal, KF289669, KF289539, TAIF. P. ryu-
C. R. Fraser-Jenkins FN129, India, KF289688, KF289558, kyensis, P.-F. Lu 11375, Taiwan, HM582601, KF289492, TAIF.
TAIF. P. kidoi, S.-S. Dai 1917, Taiwan, HM582613, P. satsumana, Y.-S. Chao 1853, Japan, KF289740, KF289610,
KF289500, TAIF. P. kingiana, B.D. Duncan 86069n, Norfolk TAIF. P. scabra, Rakotondrainibe 6851, Comoros, KF289720,
Island, KF289653, KF289523, MEL. P. kiuschiuensis, Y.-S. KF289590, P. P. scabripesa, C. R. Fraser-Jenkins FN65, India,
Chao 1852, Japan, KF289739, KF289609, TAIF. P. laurea, G. KF289694, KF289564, TAIF. P. scabririgensa, C. R. Fraser-
Cremers 3291, Madagascar, KF289727, KF289597, TNM. P. Jenkins FN138, India, KF289698, KF289568, TAIF. P. scabris-
laurisilvicola, Y.-S. Chao 1848, Japan, KF289738, KF289608, tipes, P.-F. Lu s.n., Taiwan, KF289699, KF289569, TAIF. P.
TAIF. P. litoralis, Iwashina 3271, Vanuatu, KF289734, schlechteria, C. R. Fraser-Jenkins FN58, Phillipine,
KF289604, TNS. P. longifolia, M. Sundue 251, Belize, KF289670, KF289540, TAIF. P. semipinnata, P.-F. Lu 11384,
KF289656, KF289526, TAIF. P. longipinna, P.-F. Lu 11383, Taiwan, HM582604, KF289496, TAIF. P. setulosocostulata,
Taiwan, HM582603, KF289495, TAIF. P. longipes, Y.-H. Y.-S. Chao 1146, Taiwan, KF289634, KF289501, TAIF. P. spi-
Chiang 20100115-002, Taiwan, KF289728, KF289598, TAIF. nescensa, C. R. Fraser-Jenkins FN113, India, KF289695,