Systematic Botany (2006), 31(1): pp. 160–170
q Copyright 2006 by the American Society of Plant Taxonomists
Phylogenetic Relationships within the Subfamily Sterculioideae
(Malvaceae/Sterculiaceae-Sterculieae) Using the Chloroplast Gene ndhF
PETER WILKIE,1,5 ALEXANDRA CLARK,1 R. TOBY PENNINGTON,1 MARTIN CHEEK,2
CLEMENS BAYER,3 and CHRIS C. WILCOCK4
Royal Botanic Garden Edinburgh, Inverleith Row, Edinburgh EH3 5LR, U.K.;
2
Royal Botanic Garden Kew, Richmond, Surrey TW9 3AE, U.K.;
3
Palmengarten, Siesmayerstraße 61, 60323 Frankfurt, Germany;
4
Cruickshank Building, St Machar Drive, University of Aberdeen, Aberdeen AB24 3UU, U.K.
5
Author for correspondence (p.wilkie@rbge.org.uk)
1
Communicating Editor: Gregory M. Plunkett
ABSTRACT. A parsimony analysis of ndhF nucleotide sequences representing 24 species and 13 genera of Sterculioideae
strongly supports (100% bootstrap) the monophyly of the group. Within the Sterculioideae clade four major clades are
recognized with good bootstrap support but relationships among them are not resolved. This analysis suggests the recognition of Argyrodendron as separate from Heritiera, supports Acropogon as separate from Sterculia, and Tarrietia as part of
Heritiera. The current circumscriptions of Hildegardia and Firmiana are not supported. The use of fruit characters in the
delimitation of genera within Sterculioideae may not be appropriate in some cases and other morphological characters need
to be found.
The family name Sterculiaceae is taken from the
type genus Sterculia L., named after the Roman god of
privies, Sterculius, and refers to the foul smelling flowers of some species (Heywood 1993). The family, as
traditionally recognized, is composed chiefly of tropical trees and shrubs with a few herbaceous and climbing species. It includes the economically important
genera Cola Schott & Endl. and Theobroma L. and commonly cultivated genera such as Dombeya Cav., Fremontodendron Coville, Kleinhovia L., and Brachychiton Schott
& Endl. It is closely related to Tiliaceae, Malvaceae, and
Bombacaceae (Alverson et al. 1998; Fay et al. 1998; Bayer et al. 1999) and contains a considerable range of
morphological variation (Cronquist 1981). In trying to
bring some order to this morphologically heterogeneous family some authors have proposed recognition
of tribes (Schumann 1890, 1893; Edlin 1935a, 1935b;
Hutchinson 1967; Takhtajan 1997) or separate families
(Edlin 1935a, 1935b).
Recent phylogenetic analysis of the plastid genes
atpB and rbcL in the order Malvales has led to the suggestion that only the family Malvaceae is monophyletic, that the core Malvales (Sterculiaceae, Tiliaceae,
Bombacaceae, and Malvaceae) should be considered a
single large family, Malvaceae s.l., and that nine subfamilies be recognized based on molecular, morphological, and biogeographical data (Bayer et al. 1999).
These findings have been supported by Alverson et al.
(1999) using a third plastid gene, ndhF. The newly proposed division of core Malvales recognizes genera traditionally placed in tribe Sterculieae (Table 1) in subfamily Sterculioideae. The remaining genera, those of
Edlin’s proposed Byttneriaceae, are shared between
subfamilies Byttnerioideae, Dombeyoideae, Helicteroideae, and Bombacoideae (Bayer and Kubitzki 2003).
The genera of Sterculioideae have been widely recognised as a homogenous group (Schott and Endlicher
1832; Endlicher 1850; Brown 1844; Bentham 1862; Baillon 1872; Edlin 1935a, 1935b; Takhtajan 1997). They
share several characters such as apetalous flowers, 6
petaloid sepals, secondary apocarpy and mostly unisexual flowers (Edlin 1935a, 1935b; Judd and Manchester 1997; Bayer et al. 1999; Alverson et al. 1999;
Bayer and Kubitzki 2003). The presence of sheath cells
(upright ray cells that form a sheath about the smaller
cells of a multiseriate ray) in Sterculioideae are unique
within Malvaceae s.l. (Chattaway 1932, 1938).
Within the subfamily the genera have a complex
history of synonymy and many species have been
placed in the type genus Sterculia (Table 1). As such
the composition of the subfamily has varied largely
depending on the subdivision of Sterculia. Taylor
(1989) suggested that the first clearly monophyletic
group including this genus was the tribe Sterculieae
itself.
Kostermans revised most of the southeast Asian
genera of the subfamily, published important observations (Kostermans 1953a, 1956, 1957, 1959a, 1959b,
1988), and brought order to the genera mainly by the
reduction of species and genera into synonymy. His
circumscription of genera relied heavily on fruit characters as did his ideas of the evolutionary relationships
of genera, many of which reflect the earlier views of
Ridley (1930). However, some consider that he placed
too much importance on fruit characters and undervalued the importance of floral characters in delimiting
genera (Dorr and Barnett 1990).
The large-scale studies of Malvaceae s.l. by Bayer et
al. (1999) and Alverson et al. (1999) sampled only five
of the 13 genera in the proposed Sterculioideae. This
160
161
m
m
m
m
m
Tarrietieae Tarrietieae
m
m
m
m
m
m
m
m
m
m
m
m
m
m
m
m
Tarrietieae Mansonieae
m
m
m
Heritiera*m
m
m
m
m
m
Sterculia/m
Sterculia*m
Sterculia*m
Sterculia*m
Tarrietia*
m
m
m
m
m
m
Sterculia#
m
Sterculia#
Sterculia#
m
Sterculia*m
Sterculia*m
Sterculia*m
m
m
m
m
m
m
m
m
Sterculia#
m
Sterculia/m
Sterculia/m
Sterculia/m
m
Sterculia/m
Sterculia/m
m
Sterculia/m
Sterculia/m
Sterculia/m
m
m
Firmiana*m
m
m
m
Firmiana*m
m
Tarrietia*
m
Tarrietieae
Sterculia1m
Sterculia1m
Sterculia1m
m
Sterculia1m
Sterculia1m
Sterculia1m
Tarrietieae
m
m
m
m
Sterculia1m
m
m
m
m
m
m
m
m
m
m
m
m
m
m
m
Sterculia (1753)
Cola (1832)
Acropogon (1906)
Franciscodendron (1987)
Heritiera (1789)
Firmiana (1786)
Scaphium (1832)
Pterocymbrum (1844)
Octolobus (1869)
Pterygota (1832)
Hildegardia (1832)
Brachychiton (1834)
Argyrodendron (1858)
De Candolle
Schott &
1824
Endlicher 1832
Brown
1844
Bentham
1862
Baillon
1872
Masters
1868/1875
King
1891
Schumann
1890/1893/1900
Ridley
1922
Edlin
1935a/1935b
Hutchinson
1967
Takhtajan
1997
Bayer &
Kubitzki 2003
WILKIE ET AL.: PHYLOGENY OF STERCULIOIDEAE
Genus
(desc. date)
TABLE 1. The genera of Sterculioideae as recognized in 11 influential classifications. A box with m indicates that the genus was included in the tribe Sterculieae or subfamily Sterculioideae in the
classification; a box without m indicates that the genus was not mentioned in the classification. If the genus was placed in another tribe or subfamily this tribe or subfamily is named in the box. A
slash (/) indicates the genus was regarded as a section of the genus named in the box, ‘‘1’’ indicates the genus was regarded as a subgenus of the genus named in the box, ‘‘*’’ indicates the genus
is recognised as a synonym under the genus name in the box, and ‘‘#’’ indicates the genus is recognised as a section under the genus name in the box. The genera of de Candolle (1824) are under
the family Byttneriaceae, Baillon (1872) the family Malvaceae (including Bombacaceae and Sterculiaceae but not Tiliaceae), Takhtajan (1997) the subfamily Sterculioideae in Sterculiaceae and Bayer &
Kubitzki (2003) the subfamily Sterculioideae in Malvaceae s.l. Edlin (1935a, 1935b) split the genera of Sterculioideae into two tribes Sterculineae and Tarrietieae. Genera misplaced under the tribe/
subfamily or have widely been accepted as synonymous with other genera have been omitted from the table.
2006]
paper describes a phylogenetic analysis of ndhF nucleotide sequences for 24 species in all 13 currently recognized genera of Sterculioideae. The resulting phylogenetic hypotheses will be used to investigate the
circumscription and phylogenetic position of Sterculioideae, infer relationships among the genera of Sterculioideae, investigate the monophyly of individual
genera, and examine hypotheses of fruit evolution.
MATERIALS
AND
METHODS
Taxon Sampling. For this study 22 new ndhF sequences of Sterculioideae were produced (Table 2). These new sequences include
eight genera for which ndhF sequence data were not previously
available and constitute at least one exemplar of each genus placed
in the tribe Sterculieae or subfamily Sterculioideae using previous
classifications (Candolle 1824; Schott and Endlicher 1832; Brown
1844; Bentham 1862; Masters 1868, 1875; King 1891; Schumann
1890, 1893, 1900; Ridley 1922; Edlin 1935a, 1935b; Kostermans
1953a, 1953b, 1957, 1959a, 1959b; Hutchinson 1967; Takhtajan
1997; Bayer and Kubitzki 2003). A matrix of 160 taxa of Malvaceae
s.l. was compiled using these new sequences, plus complete ndhF
sequence data available for Malvaceae s.l. from GenBank (Alverson
et al. 1999; Whitlock et al. 2001; Whitlock et al. 2003; Nyffeler and
Baum 2000; Pfeil et al. 2002; Seelanan et al. 1997; Cronn et al. 2003;
Small 2004), and the outgroups Muntingia L., Rhopalocarpus Bojer,
and Cochlospermum Kunth. The outgroups were chosen because
they were determined to belong to the expanded Malvales, but are
clearly placed outside Malvaceae s.l. (Alverson et al. 1999).
A second matrix of 31 taxa of Sterculioideae was compiled using
our 22 new sequences, five from GenBank (Alverson et al. 1999)
plus the outgroups Ochroma Sw., Bombax L., Ceiba Mill. and Pachira
Aubl. The outgroups were selected as they belong to Malvatheca
(Bombacoideae and Malvoideae), the putative sister group to Sterculioideae (Nyffeler et al., in press).
DNA Isolation, Amplification and Sequencing. Total genomic
DNA was extracted from silica gel-dried leaf material collected in
the field, and in a few cases from recently collected heat-dried
herbarium specimens (Table 2). DNA extraction followed the
CTAB protocol modified from Doyle and Doyle (1990) except for
the problematic Pterygota alata for which a CTAB extraction followed by a caesium chloride purification was undertaken. Specimens with degraded DNA were left in the freezer at 2208C for 2–
3 weeks to improve the DNA yield. For taxa that provided DNA
but did not produce a PCR product, a QIAGEN DNA extraction
kit (QIAGEN Ltd., Crawley, West Sussex, U.K.) was used to provide cleaner DNA by removing proteins and other carbohydrates
that may have inhibited the PCR.
Universal ndhF primers from Olmstead et al. (1993) were used
to amplify two overlapping fragments of roughly 1000bp: ndhF1
and ndhF2. Two main primer combinations used were: 1F to 972R
(ndhF1) with 803F to 2112R (ndhF2) or 252F to 1318R (ndhF1) with
972F to 2112R (ndhF2). For taxa that were difficult to amplify, different combinations were used: Scaphium linearicarpum and Scaphium macropodum (sample A), primers252F to 1318R with 803F
to 2112R; Pterygota alata primers252F, 1318F, 1603F, 803R, 1318R,
1829R, 1955R and 2112R. PCR was performed on a MJ Research
PTC-200 Thermal Cycler in 4 3 25mL reactions using reagents
from Bioline (U.K.). Reactions contained: 2.5mL of 10X NH4 buffer,
2.5mL of 2mM dNTPs, 1.25mL of 50mM MgCl2, 0.75mL of each
10mM primer, 0.625 units of Biotaq polymerase and 1 or 2mL of
DNA. Amplification for ndhF regions 1 and 2 were carried out
using 1 cycle at 958C for 3 min, 30 cycles of 1 min at 958C, 1 min
at 508C, 1 min at 728C and 1 cycle at 728C for 7 min. Prior to
sequencing, the 4 3 25mL PCR reactions were pooled together and
purified using QIAquickt PCR Purification Kit (QIAGEN Ltd.).
Purified PCR products were sequenced using the dideoxy-chain
termination method in 20mL reactions containing 4mL Thermo Sequenase II (Amersham Pharmacia, U.K.), 0.5mL primer (10mM),
13.5L dH2O and 2.0 mL of purified PCR product. Sequencing re-
162
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TABLE 2. Accessions of ndhF sequences used in the Sterculioideae phylogenetic analysis (new sequences are highlighted in bold),
including species authorities, collector, collector number, and GenBank reference. All reference voucher material is held in the herbarium
of the Royal Botanic Garden Edinburgh (E) unless otherwise indicated in parentheses.
Acropogon bullatus (Pancher & Sebert) P. Morat, Gardner et al. 2069: AY795596. Acropogon dzumacensis (Guillaumin) P. Morat,
Fambart et al. 14 (NOU): AY795595. Argyrodendron peralatum (Bailey) Edlin ex J. H. Boas, P. Wilkie PW305: AY795597. Bombax
buonopozense Beauv., Alverson s.n. (WIS): AF111726. Brachychiton acerifolius F. Muell. (Sample A) H. Lim and S. Gale H1S1:
AY795594 (Sample B) Alverson 4009 (WIS): AF111748. Ceiba rosea (Seem.) K. Schum., Alverson 2185 (WIS): AF111731. Cola
acuminata Schott & Endl., Kubitzki 93-12 (HBG): AF111759. Firmiana malayana Kosterm., P. Wilkie PW164: AY795587. Firmiana
simplex (L.) W. F. Wight, P. Wilkie PW469: AY795589. Franciscodendron laurifolium (F. Muell.) B. Hyland & Steenis, P. Wilkie PW312:
AY795598. Heritiera aurea Kosterm. (Sample A) P. Wilkie PW37: AY795583 (Sample B) P. Wilkie PW43: AY795584. Heritiera elata
Ridl., P. Wilkie PW131: AY795585. Heritiera littoralis Dryand., Alverson s.n. (WIS): AF111744. Heritiera simplicifolia (Mast.) Kosterm.,
P. Wilkie PW 145: AY795582. Hildegardia barteri (Mast.) Kosterm., Hill 2519 (FTG): AF111754. Hildegardia populifolia Schott &
Endl., M. Cheek 11480 (K): AY795588. Ochroma pyramidale (Cav. ex Lam.) Urb., Alverson and Rubio 2246 (WIS): AF111740. Octolobus
spectabilis Welw., Frimodt-Møller et al. TZ540 (K): AY795586. Pachira aquatica Aubl., Alverson et al. 2154 (WIS): AF111732. Pterocymbium tinctorium Merrill, P. Wilkie PW125: AY795590. Pterygota alata (Roxb.) R. Br., F. Effendi et al. FRI 48106: AY795599.
Scaphium linearicarpum (Mast.) Pierre, P. Wilkie PW2: AY795592. Scaphium macropodum (Miq.) Beumée ex K. Heyne (Sample A)
P. Wilkie PW16: AY795593 (Sample B) P. Wilkie PW111: AY795591. Sterculia balanghas L., D. Middleton 392 (BKF): AY795580.
Sterculia coccinea Jack, P. Wilkie PW169: AY795579. Sterculia parviflora Roxb. ex G. Don., P. Wilkie PW120: AY795581. Sterculia
stipulata Korth., M. Mendum MM34: AY795578. Sterculia tragacantha Lindl., Alverson 4011 (WIS): AF111747.
action conditions were: 25 cycles of 968C for 10 sec, 508C for 5 sec
and 608C for 4 min. For Pterygota alata, Sterculia balanghas and Acropogon bullatus a 10mL reaction containing 4 mL DTCS Quickstart
mix (Beckman Coulter), 1 mL primer (10mM) and 5 mL of purified
PCR product was used. Sequencing reaction conditions were: 35
cycles of 968C for 20 sec, 508C for 20 sec and 608C for 4 min. All
sequenced products were purified by ethanol precipitation to remove unincorporated labeled ddNTPs and excess salts following
the protocol of the manufacturer.
DNA Sequence Analysis. All sequences were read on an ABI
Prismy 377 DNA Sequencer, then edited manually using Sequence
Navigator 1.0 (Applied Biosystems Inc.) except Pterygota alata, Sterculia balanghas and Acropogon bullatus, which were read on a Beckman Coulter CEQy 8000 Sequencer, then edited manually using
SEQUENCHER V.4.1.4 (Gene Codes Corporation 2002). In the Sterculioideae matrix 1.28% of cells were scored as missing data.
Phylogenetic Analysis. Two sets of phylogenetic analyses were
undertaken. The first used the Malvaceae s.l. matrix to evaluate
the placement and monophyly of Sterculioideae within the expanded Malvaceae. The second used the smaller Sterculioideae
matrix to examine phylogenetic relationships within this subfamily.
Nucleotide sequences were analysed using parsimony. Analyses
were performed using PAUP* 4.0b10 (Swofford 2001). For the Malvaceae s.l. matrix, heuristic search options included an initial heuristic search using 1,000 random addition replicates, tree-bisectionreconnection (TBR) branch swapping with steepest decent and
MULTREES not activated. The final 36 bases of the matrix were
excluded from the analyses as sequencing reactions were too weak
to provide sufficient signal for unambiguous base calling. Trees
produced from this analysis were used as the basis for a further
heuristic search, activating steepest descent and MULTREES and
saving 10,000 trees which is considered to be sufficient to capture
all topological variation (e.g., Sanderson and Doyle 1993). To limit
the number of trees found, the ‘‘collapse branches if minimum
length is 0’’ was invoked. For the Sterculioideae matrix, Branch
and Bound analyses were undertaken using furthest addition sequence with stepwise addition and MULTREES selected and keeping minimal trees only.
As an approximate guide to clade support, bootstrap values
(Felsenstein 1985) were calculated for both sets of analyses using
10,000 bootstrap replicates with one random addition sequence
replicate, and TBR branch swapping. Steepest decent and MULTREES were not activated.
Bias introduced by manual alignment was evaluated with sensitivity analyses (cf. Wheeler 1995; Whiting et al. 1997; Beyra and
Lavin 1999). Potentially phylogenetically informative areas of gaps
were coded as separate characters, following the simple gap cod-
ing procedure described by Simmons and Ochoterena (2000). Sensitivity analyses were subject to the same heuristic or Branch and
Bound search options. Data matrices are available on TreeBASE
(study accession S1289).
Fruit Morphology Analysis. Patterns of fruit evolution were assessed in MacClade 3.05 (Maddison and Maddison 1992) by mapping characters onto the most parsimonious trees produced from
the Sterculioideae matrix analyses. Six characters were conceptualized: fruit structure, fruit type, fruit texture, ovules per locule,
seed position and dispersal mechanism (Appendix 1). Morphological data (Appendix 2) were obtained from examination of herbarium specimens held in Edinburgh (E) and other herbaria (BO,
K, KEP, L, SAN, SAR, and SING). The ‘‘trace characters’’ function
in MacClade was selected together with the ‘‘show all most parsimonious states at each node’’ option.
RESULTS
The aligned sequences used for the Malvaceae s.l.
analyses are 2,237 base pairs (bp) in length. In this
data set, there were 33 insertion or deletion (indel)
events, 21 of which were potentially phylogenetically
informative. Despite improved taxon sampling, parsimony analyses of the Malvaceae s.l. matrix (tree not
shown) did not provide greater resolution of subfamily
relationships than those previously published (Alverson et al. 1999; Bayer et al. 1999; Nyffeler and Baum
2000; Whitlock et al. 2001; Nyffeler et al., in press). All
genera currently assigned to Sterculioideae fall within
the Sterculioideae clade, which is strongly supported
with 100% bootstrap. The sister lineage is not resolved
in our analyses and Sterculioideae form a polytomy
with Tilioideae, Dombeyoideae, Brownlowioideae, Helicteroideae, and a Bombacoideae/Malvoideae clade.
The aligned sequences in the more restricted Sterculioideae data set were 2,156 bp in length. In these
analyses there were six indels, two of which were potentially phylogenetically informative. Parsimony analysis of the Sterculioideae matrix provided 110 informative sites and produced 477 equally most-parsimonious trees with minimal length of 318 steps, consis-
2006]
WILKIE ET AL.: PHYLOGENY OF STERCULIOIDEAE
163
FIG. 1. Strict consensus of 477 equally most parsimonious trees (318 steps, CI5 0.759, and RI 5 0.891) produced from the
maximum parsimony analysis of the Sterculioideae matrix. Bootstrap values are shown below the branches.
tency index (CI) 0.877 (0.759 excluding uninformative
characters) and a retention index (RI) 0.891. The strict
consensus tree is shown in Fig. 1 and one of the mostparsimonious trees showing branch lengths in Fig. 2.
Sensitivity analyses for both the Malvaceae s.l. and
Sterculioideae analyses produce identical topologies
within Sterculioideae.
Within the Sterculioideae clade, four major clades
are resolved, most of them with good bootstrap support (. 62%). These are the Cola clade (99% bootstrap)
comprising Cola, Octolobus Welw., Pterygota Schott &
Endl., Hildegardia Schott & Endl., Firmiana Marsili, Pterocymbium R. Br., and Scaphium Schott & Endl.; the Brachychiton clade (63% bootstrap), comprising Brachychiton, Argyrodendron F. Muell., Franciscodendron B. Hyland
& Steenis and Acropogon Schltr.; the Sterculia clade
164
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FIG. 2. Phylogram of one of the 477 most-parsimonious trees found in the 31-taxon, equally weighted parsimony analyses
of the Sterculioideae matrix. Branch lengths are shown above the branches.
(100% bootstrap), comprising only Sterculia; and the
Heritiera clade (100% bootstrap), comprising only Heritiera Aiton (Fig. 1).
Apocarpous flowers provide a synapomorphy for
the Sterculioideae clade in all 477 trees. Leathery carpels are traced as plesiomorphic in all trees. Fibrous
fruits have evolved at least once (and possibly twice)
in the Heritiera clade and papery carpels once in the
Cola clade (Fig. 3c). Fruit with locules containing two
or more ovules are traced as plesiomorphic in all trees.
Single-seeded locules have evolved once in the Cola
clade, once in the Heritiera clade, and possibly inde-
pendently a third time in the Brachychiton clade (Fig.
3d). Wind dispersal is traced as plesiomorphic in all
trees with bird dispersal evolving up to four times
within the Sterculioideae clade (Fig. 3b). Our analyses
did not provide a clear plesiomorphic state for fruit
type or seed position in Sterculioideae.
DISCUSSION
Monophyly of the Subfamily Sterculioideae. This
study strongly supports (100% bootstrap) the monophyly of Sterculioideae as proposed by Bayer et al.
2006]
WILKIE ET AL.: PHYLOGENY OF STERCULIOIDEAE
165
FIG. 3. Optimization of fruit characters on one of 477 trees produced from the maximum parsimony analysis of the Sterculioideae matrix. A. Fruit type. B. Dispersal mechanisms. C. Fruit texture. D. Ovules per locule.
(1999). These findings are based on a complete sampling of genera traditionally placed in the tribe Sterculieae sensu Schott and Endlicher (1832) and are congruent with earlier studies using ndhF (Alverson et al.
1999) and atpB plus rbcL (Bayer et al. 1999) to investigate the Malvales, although those studies sampled only
five genera of Sterculioideae. The genera of other tribes
in the traditional Sterculiaceae are shared between the
subfamilies Byttnerioideae, Dombeyoideae, Helicteroideae, and Bombacoideae (Bayer and Kubitzki 2003).
Mansonia and Triplochiton, which have been most closely associated with Sterculieae because of their secondary apocarpy (Schumann 1900; Prain 1905), are both
placed in the subfamily Helicteroideae (Bayer et al.
1999; Nyffeler and Baum 2000; Wilkie, unpubl. data).
Morphologically Sterculioideae are supported by apetalous flowers, petaloid sepals, secondary apocarpy, androgynophores, and mostly unisexual flowers. The occurrence of apetaly, androgynophores, and unisexual
flowers within Malvaceae s.l. is not unusual but their
combination is unique to Sterculioideae.
In this study, using all available ndhF data for Malvales the sister group to Sterculioideae could not be
identified. Candidates are Tilioideae, Dombeyoideae,
Brownlowioideae, Helicteroideae, and Malvatheca
(Bombacoideae/Malvoideae), all of which form a polytomy with Sterculioideae. A recent combined analysis of the Malvadendrina clade (Malvaceae s.l. exclud-
166
SYSTEMATIC BOTANY
ing Byttnerioideae and Grewioideae) using atpB, matK,
and ndhF sequences (Nyffeler et al., in press) is also
inconclusive in this regard. It places Sterculioideae as
sister to Malvatheca, but with weak branch support
(55% bootstrap, 86% posterior probability).
Relationships of Genera Within the Subfamily
Sterculioideae. Within Sterculioideae, four main
clades are identified, although the relationships between them remain unresolved.
COLA CLADE. A close relationship between Cola
and Octolobus was suggested by Cheek and FrimodtMøller (1998). Edlin (1935a, 1935b) hypothesised that
Pterygota was related to these genera. These hypotheses are supported in our analyses with the three genera forming a subclade that is sister to the remaining
genera of the clade. However, the precise relationship
between these genera requires better sampling especially of the estimated 125 species of Cola. Within Cola,
priority sampling should include species in the infrageneric groupings originally proposed by Schumann
(1900) and since modified, most recently by Bodard
(1962). Highest priority should probably be given to
the three such groupings considered by Bodard to
merit generic distinction, although not generally accepted as such by the taxonomic community, these being Chlamydocola K. Schum., Ingonia Pierre and Parvenosemenocola M. Bodard nom. nud. Such extended sampling would greatly improve our understanding of inter and infra generic relationships within Cola. Both
Cola and Octolobus are restricted to Africa while Pterygota, although occurring in Africa, also has species
in both southeast Asia and South America. Morphologically, the leathery follicle and ring-like arrangement of the anthers in all three genera serves as a synapomorphy for the subclade. Both characters exhibit
homoplasy within the Sterculioideae, with leathery follicles found in the Brachychiton and Sterculia clades and
ringed anthers in Acropogon (Brachychiton clade) and
Pterocymbium (Cola clade).
Our phylogenetic estimate questions the generic delimitations of Hildegardia and Firmiana and does not
support Kostermans’ (1954, 1956) use of follicle dehiscence versus indehiscence to separate genera.
The genera are no doubt closely related, Hildegardia
barteri (Mast.) Kosterm. having been moved from Firmiana to Hildegardia by Kostermans (1954). Dorr and
Barnett (1990) suggested the African and Malagasy
species of Hildegardia form a natural group, all having
long, tubular or infundibuliform calyces with relatively short calyx lobes, and lacking leaves in flower. Our
cladistic analysis supports this view. Hildegardia populifolia, which does not have these characters, is placed
in a separate clade. In Firmiana, floral morphology supports the clades produced by our molecular cladistic
analyses. Firmiana malayana and Hildegardia barteri both
have tubular calyces and form a separate clade from
[Volume 31
Firmiana simplex and Hildegardia populifolia, which have
deeply lobed calyces. In Asia, some authors (Ridley
1934; Hsue 1984) have placed species with tubular calyces in the genus Erythropsis Lindl. ex Schott & Endl.
but made no reference to the genus Hildegardia. Greater
sampling from the eight species of Hildegardia and 12
species of Firmiana is needed before any firm conclusion can be drawn on generic boundaries/delimitation
but our analyses suggest that these genera may have
to be re-circumscribed.
The close relationship of Pterocymbium and Scaphium
has been well documented (Masters 1875; Merrill 1929;
Kostermans 1953a, 1973) and is supported in our
analyses (87% bootstrap). Both genera have papery,
early-dehiscent follicles with a single basal seed. The
monophyly of Scaphium is not supported by our analyses because of the inclusion of Pterocymbium. Greater
sampling of Scaphium (c. 9 species) and Pterocymbium
(c. 15 species) is needed to confirm this relationship.
Morphologically, Scaphium is distinguished from Pterocymbium by the lack of a spur to the follicle, smaller
flower size, and an irregularly clustered anther arrangement.
BRACHYCHITON CLADE. The clade comprising Brachychiton, Argyrodendron, Franciscodendron, and Acropogon has moderate bootstrap support (63%) and consists of genera from Australia and New Caledonia.
Within this clade, three subclades are recognised, although the relationships among them remain unresolved. The Brachychiton subclade has good bootstrap
support (99%) and is distinctive by its hairy exotesta
and dark brown, woody follicle (Guymer 1988). The
two exemplars of the New Caledonian endemic genus
Acropogon form the second subclade with 100% bootstrap support. Our analyses support the work of Schlechter (1906), Morat (1986, 1988) and Morat and Chalopin (2003), who recognised Acropogon as separate
from Sterculia because of its (2)-3-(4) carpels, exalbuminous seeds, fleshy cotyledons, and ring arrangement of the stamens. The association of New Caledonian endemics such as Acropogon with predominantly
Australian genera is also found from cladistic analyses
of DNA sequence data of Maxwellia in the Lasiopetalae
(Whitlock et al. 2001). The third subclade unites the
Australian genus Argyrodendron to the monotypic Australian genus Franciscodendron. This subclade (100%
bootstrap) is supported by their fibrous-papery follicles that are indehiscent to tardily dehiscent, in contrast to the rest of the clade, which has leathery dehiscent follicles. Our analyses refute the suggestion that
Franciscodendron is sister to Hildegardia (Hyland and
Steenis 1987), and that Franciscodendron is sister to Pterygota (Kostermans 1988). The placement of Argyrodendron in the Brachychiton clade rather than the Heritiera
clade supports the classifications of Edlin (1935a,
1935b), Burtt Davy (1937), and Smith (1969). They con-
2006]
WILKIE ET AL.: PHYLOGENY OF STERCULIOIDEAE
sidered the distinct constriction of the wing near the
seed, the 15–20 stamens, and the more or less transverse venation in the fruiting carpel of Argyrodendron
as sufficient to recognise the genus as distinct from
Heritiera. Wood anatomy supports this distinction,
with Argyrodendron having broad bands of parenchyma compared to the narrow bands of Heritiera (Chattaway 1938). The classification of Kostermans (1959a,
1959b), Hyland and van Steenis (1987), and Bayer and
Kubitzki (2003), who consider the differences not to
merit generic separation, is rejected by our analyses.
STERCULIA CLADE. Our analyses of five Asian and
African species of Sterculia form a well supported
(100% bootstrap) clade. To test the monophyly of this
genus a far greater level of sampling is required from
this pantropical genus that contains 100–150 species,
especially from the poorly sampled Neotropics, but the
lack of a subgeneric classification hinders the development of a future sampling strategy. Schumman
(1890, 1893) proposed three series within the genus
based on leaf characters but this has been found to be
an artificial classification (Dorr 2004). Taylor (1989),
who studied the South American members of Sterculia,
and Tantra (1976), who undertook a regional monograph of the Malesian species, were not convinced the
genus formed a natural group but did not propose any
subgeneric classification. Potential characters for use in
an infrageneric classification include floral morphology, particularly fenestrate flowers that characterise
some paleotropical species (Taylor 1989), floral indumentum and foliar indumentum. Chattaway (1938)
separated Sterculia into two distinct groups based on
wood anatomy and this should also be investigated.
HERITIERA CLADE. The four species sampled from
Heritiera (c. 30 species) form a clade with 100% bootstrap support. Kostermans (1959a, 1959b) considered
Tarrietia Blume a synonym of Heritiera, stating that the
presence or absence of endosperm is not consistent or
sufficient enough to justify separating them. This view
was not shared by van Steenis (1960), who cited differences in leaf venation and indumentum as sufficiently diagnostic. This view was subsequently dismissed by Kostermans (1962). In our analyses the
placement of Heritiera simplicifolia (formally in Tarrietia)
within this clade tentatively supports, albeit with limited sampling, the view of Kostermans (1959a, 1959b,
1962). The wood anatomy of Heritiera and Tarrietia is
similar but clearly differs from all other related genera.
This led Chattaway (1932) to suggest that they be excluded from the tribe Sterculieae. This is not supported
by our analyses, nor is the proposal by Edlin (1935a,
1935b) to recognise both Heritiera and Argyrodendron in
a subtribe of their own.
Fruit Evolution in Sterculioideae. Ridley (1930)
postulated an evolutionary sequence in Sterculioideae
from the many-seeded, leathery dehiscent follicles of
167
Sterculia (bird dispersed), through the single, basalseeded papery dehiscent follicle of Scaphium and Pterocymbium (wind-dispersed), and to a reduction of the
wing and enclosure of the seed in the indehiscent carpel of Heritiera. He also postulated the origin of Pterygota, with its many winged seeds and leathery dehiscent follicles, from Sterculia. Kostermans (1959a,
1959b) largely followed these hypotheses, speculating
that Sterculia is primitive, and that evolution followed
a sequence from Sterculia to Firmiana (papery follicle
with 2–4 seeds along the margin) to Scaphium and Pterocymbium to Hildegardia (indehiscent papery follicle
with one basal seed) and finally to Heritiera (indehiscent fibrous follicle with a single basal seed).
In some cases elements of Ridley’s (1930) and Kostermans’ (1959a, 1959b) predictions are confirmed by
our analyses. For example, papery fruits are derived
(Fig. 3C), as are single seeds (Fig. 3D). However, some
hypotheses are refuted. The presence of wind dispersal in our outgroup taxa implies that it is likely that
bird dispersal is in fact derived in Sterculioideae (Fig.
3B), and the proposed evolution from a papery follicle
to a fibrous one is not supported (Fig. 3C). Unfortunately the lack of resolution amongst the major clades
of Sterculioideae (Fig. 1) means that the plesiomorphic
character state in Sterculiodeae is ambiguous for many
characters. Despite this, character optimization on
more apical branches permits a clear evaluation of
some of the hypotheses of Kostermans and Ridley. Although they were in many cases correct in their assessment of plesiomorphy and apomorphy, in most
cases the sequence of character state acquisition is far
more complex than their scenarios envisage, as evidenced by the high homplasy of the characters. For
example, indehiscence is derived, but evolved as many
as five times (Fig. 3A).
Future Directions. Although our analyses recognize well-supported clades within Sterculioideae, the
relationship of many clades remains unresolved. Future studies should focus on obtaining additional exemplars from these clades to provide better resolution
within the subfamily. Additional exemplars from the
large genera Sterculia and Cola across their range, and
a more complete sampling of Hildegardia, Firmiana, Scaphium, and Pterocymbium are especially critical. Additional DNA markers may also increase resolution.
In addition to increased molecular data, future studies must also focus on the morphological diagnosability of monophyletic groups within Sterculioideae. Fruit
characters have long played an important part in generic delimitation in Sterculioideae. Our analyses indicate that in the case of Hildegardia and Firmiana fruit
characters may not help diagnose monophyletic
groups and that other morphological characters will
have to be found if these genera are to be maintained
as currently circumscribed.
168
SYSTEMATIC BOTANY
ACKNOWLEDGEMENTS. For help in the field, institutional support and stimulating discussion we would like to thank the following: in Peninsular Malaysia, staff at the Forestry Research Institute Malaysia, especially L. G. Saw, E. Soepadmo, R. Chung, and
S. Kamarudin, and from the Universiti Malaya, K. M. Wong. From
the Sandakan herbarium, Sabah R. Ong, J. Sugau, J. Pereira, and
S. P. Lim. From the Forest Research Centre, Sarawak H. S. Lee, A.
Mohtar, L. A. Julaihi, J. Sang, D. Bibian, and T. Endela. The staffs
of IRD, Nouméa, Nouvelle-Calédonie, CSIRO, Australia (in particular B. Gray, B. Hyland, and R. Elick), Harvard Herbaria (in particular D. Middleton and E. Wood), and the Bangkok Forest Herbarium (especially K. Chayamarit) are thanked for their invaluable
help in obtaining material. In Edinburgh M. Kranitz, P. Hollingsworth, M. Hollingsworth, M. Gardner, G. Bramley, S. Neale, and
B. Mackinder are thanked for providing material and Vanessa Plana and Elspbeth Haston are thanked for help with the analyses.
The Royal Botanic Garden Edinburgh is supported by the Scottish
Executive Environment and Rural Affairs Department, for which
acknowledgement is gratefully given.
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41.
APPENDIX 1
Morphological characters and character states.
A. Fruit structure: (0), Syncarpous, (1) Apocarpous.
B. Fruit type: (0) Dehiscent Follicle, (1) Indehiscent follicle (2)
Samara (3) Capsule. In the absence of a more suitable term we
have used the term follicle to include those species which have
indehiscent fruit. Some Hildegardia and Franciscodendron are tardily
dehiscent these are coded as dehiscent. Heritiera littoralis has been
coded an indehiscent follicle rather than samara as it displays a
ridge/much reduced wing.
C. Dispersal mechanism: (0) Bird, (1) Wind, (2) Water (3) Primate. Bird dispersal has been coded for those species with dehiscent follicles, all of which (apart from Brachychiton) have brightly
coloured red-orange follicles. Wind dispersal takes two forms,
those with very small seeds which get entangled in the dense hairs
produced by the endocarp (the outgroup species), and those in
which the carpel wall has expanded forming a samara. The mechanisms in Cola acuminata is not recorded but the heavy, indehiscent, fleshy fruit suggest primate dispersal (Cheek 2002).
D. Fruit texture: (0) Leathery, (1) Fibrous, (2) Papery. Fruit are
termed leathery if they are inflexible and the pericarp is generally
thicker than 2–3mm with obvious layers, fibrous if they can be
flexed but are generally resistant to it and the pericarp is 1–2mm
thick with no obvious layers, and papery if they are easily flexed
and the pericarp is less than 1mm thick.
E. Ovules per locule: (0) one, (1) two or more. Very occasionally
some Scaphium fruits have 2 seeds, but one is usually aborted or
very much reduced in size. Scaphium here is coded as single seeded.
F. Seed position: (0) Marginal, (1) Basal, (2) Central.
170
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APPENDIX 2. Matrix of morphological characters and character states. Character states in bold are polymorphic within the genus.
Characters
Taxa
A
B
C
D
E
F
Ochroma pyramidale
Bombax buonopozense
Ceiba pentandra
Pachira aquatica
Sterculia tragacantha
Sterculia stipulata
Sterculia coccinea
Sterculia balanghas
Sterculia parvifloria
Heritiera simplicifolia
Brachychiton acerifolius
Brachychiton acerifolius
Acropogon dzumacensis
Acropogon bullatus
Argyrodendron peralatum
Franciscodendron lauriflorum
Pterygota alata
Heritiera aurea (sample A)
Heritiera aurea (sample B)
Heritiera littoralis
Heritiera elata
Cola acuminata
Octolobus spectabilis
Hildegardia barteri
Firmiana malayana
Hildegardia populifolia
Firmiana simplex
Pterocymbium tinctorium
Scaphium macropodum (sample A)
Scaphium macropodum (sample B)
Scaphium linearicarpum
0
0
0
0
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
3
3
3
3
0
0
0
0
0
2
0
0
0
0
2
0
0
2
2
1
2
1
1
1
0
1
0
0
0
0
0
1
1
1
1
0
0
0
0
0
1
0
0
0
0
1
1
1
1
1
2
1
3
0
1
1
1
1
1
1
1
1
0
0
0
0
0
0
0
0
0
1
0
0
0
0
1/2
1/2
0
1
1
0
1
0
0
2
2
2
2
2
2
2
2
1
1
1
1
1
1
1
1
1
0
1
1
1
1
0
0/1
1
0
0
0
0
1
1
0/1
1
0/1
1
0
0
0
0
2
2
2
2
0
0
0
0
0
1
0
0
0
0
1
0
0
1
1
1
1
0
0
0
0
0
0
1
1
1
1