TAXON 58 (4) • November 2009: 1153–1167
Rohwer & al. • Is Persea monophyletic?
Is Persea (Lauraceae) monophyletic? Evidence from nuclear ribosomal
ITS sequences
Jens G. Rohwer1, Jie Li2, Barbara Rudolph1, Sabrina A. Schmidt1, Henk van der Werff 3
& Hsi-wen Li2
1
Biozentrum Klein Flottbek und Botanischer Garten, Universität Hamburg, Ohnhorststr. 18, 22609
Hamburg, Germany. rohwer@botanik.uni-hamburg.de (author for correspondence)
2
Laboratory of Plant Phylogenetics and Conservation Biology, Xishuangbanna Tropical Botanical Garden,
The Chinese Academy of Sciences, 88 Xuefu Rd., Kunming, Yunnan 650223, P.R. China
3
Missouri Botanical Garden, P.O.Box 299, St. Louis, Missouri 63166-0299, U.S.A.
The delimitation of genera within the Persea group (Lauraceae) has always been controversial. In an attempt to
resolve the phylogenetic lines within this group, we analyzed ITS sequences of 61 species of the Persea group
(Lauraceae) and 30 other species of Lauraceae. Several of the traditional genera or subgenera form well-supported
groups, viz., Persea subg. Eriodaphne, Machilus, Persea subg. Persea, and Alseodaphne including Dehaasia. The
included species of Phoebe form two clades that are unresolved with respect to Alseodaphne. However, Persea
subg. Eriodaphne (together with the Macaronesian Apollonias barbujana) forms one of the clades of an unresolved
basal trichotomy within the Persea group, whereas Persea subg. Persea is well supported as member of an otherwise Asian clade including Alseodaphne and Phoebe. This indicates that Persea, as currently circumscribed,
is not monophyletic. The affinities of the Macaronesian Persea indica are clearly American rather than Asian.
KEYWORDS: ITS, Lauraceae, neotropics, paleotropics, Persea group, phylogeny
INTRODUCTION
The Persea group, with about 400 to 450 species,
is a subset of the Lauraceae, consisting of the currently
often recognized genera Alseodaphne Nees, Apollonias
Nees, Dehaasia Blume, Machilus Nees, Nothaphoebe
Blume, Persea Mill. and Phoebe Nees. Most of them are
mainly distributed in the tropics to subtropics of Asia,
while Persea has about 90 species in subtropical to tropical America. Apollonias and Persea each have one species
in the Macaronesian Islands (Canary Islands and Madeira,
Persea indica also on the Azores). The genus Mutisiopersea, described by Kostermans (1993) to accommodate a
number of American species previously placed in Persea
subg. Eriodaphne Nees, so far did not gain widespread
acceptance (see van der Werff, 2002).
The Persea group was first recognized almost in
its present circumscription by Rohwer (1993, as Persea
subgroup) based on morphological evidence, except for
the explicitly provisional inclusion of the aberrant genus
Caryodaphnopsis Airy-Shaw. The group largely corresponds to Kostermans’ (1957) subtribe Perseineae of
tribe Perseeae, except that Kostermans referred the genera with disporangiate anthers, Apollonias and Dehaasia,
to the subtribe Beilschmiediineae, which also included
several genera now known to belong to other evolutionary lineages. All non-cupulate genera of van der Werff
& Richter’s (1996) Perseeae are members of the Persea
group. The species in this group have paniculate-cymose
inflorescences, in which the lateral flowers of a cyme are
strictly opposite. In most species the staminodes of the
fourth androecial whorl are distinct, often with a glandular
head. The fruit is not seated in a cupule, but sometimes
on a swollen pedicel.
Recent molecular studies confirmed that the Persea group (excluding Caryodaphnopsis) is monophyletic (Rohwer, 2000; Chanderbali & al., 2001; Rohwer
& Rudolph, 2005), but the generic delimitation in the
group has always been controversial. Bentham (1880)
treated Alseodaphne, Nothaphoebe and Phoebe as sections within Persea (keeping Machilus separate), whereas
Kostermans (1957) placed Alseodaphne, Machilus and
Nothaphoebe (plus Caryodaphnopsis, see above) in the
synonymy of Persea (keeping Phoebe separate). Later,
however, he reinstated Alseodaphne and Nothaphoebe
(Kostermans, 1973a), as well as Caryodaphnopsis (Kostermans, 1974), but he retained Machilus within Persea. Other authors (e.g., Li & al., 1984) continued to use
Machilus as an accepted genus. Rohwer (1993) followed
Kostermans in treating Machilus as a subgenus of Persea,
but he remarked that the Macaronesian species, Persea
indica, was “possibly misplaced in this genus”, and that
the two species of Apollonias (one from Macaronesia,
the other from India) were “probably independently derived from Phoebe.” Van der Werff (2001) also used the
generic name Persea in a sense including Machilus. He
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Rohwer & al. • Is Persea monophyletic?
placed Nothaphoebe in the synonymy of Alseodaphne
because none of the differences between them appeared
to be discontinuous and concepts of the two genera had
always been rather vague. In addition, he expressed doubts
about the delimitation between Persea and Phoebe, and
between Alseodaphne and Dehaasia.
On the basis of their disporangiate anthers, Apollonias
and Dehaasia used to be kept separate from the other
genera (with predominantly tetrasporangiate anthers),
often at different infrafamilial levels varying from subtribe (Kostermans, 1957) to subfamily (Pax, 1889). On
the other hand, Kostermans (1973b) noted that “Dehaasia
and Alseodaphne are very closely related; the only difference is the number of anther cells, 2 in the former, 4 in
the latter.” Van der Werff (2001) came to the same conclusion. This statement also receives some support from
an analysis based on trnK intron sequences (Rohwer &
Rudolph, 2005), in which Alseodaphne perakensis (Gamble) Kosterm. and Dehaasia cuneata (Blume) Blume form
a strongly supported clade.
Kopp (1966) already accepted species with disporangiate and with tetrasporangiate anthers within Persea
subg. Eriodaphne, sometimes as closest relatives to one
another. She also documented different numbers of pollen
sacs in the different androecial whorls within the same
flower, and even a variable number of pollen sacs in the
stamens of the third whorl of P. urbaniana Mez. In recent years it has become increasingly clear that number
of pollen sacs is not sufficient to distinguish genera, and
may sometimes vary within species (Rohwer & al., 1991;
Rohwer, 1993; Li & Christophel, 2000; van der Werff,
2001; Chanderbali, 2004; Li & al., 2004).
Other important characters for generic delimitation
in the Persea group are (1) the structure of the perianth
(equal vs. unequal tepals) and (2) its fate in fruit (deciduous vs. persistent; indurate or not; reflexed, spreading or
clasping the base of the fruit), as well as (3) the structure
of the pedicel in fruit (see Kostermans, 1957; Rohwer,
1993; van der Werff, 2001).
The tepals (1) are supposed to be equal or subequal
in Apollonias, Machilus, Phoebe and Persea subg. Persea, while they are described as more or less unequal in
Alseodaphne, Dehaasia, Nothapoebe and Persea subg.
Eriodaphne. However, this is by no means a sharp discontinuity. The illustrations for Alseodaphne in Kostermans
(1973a) show scarcely to moderately unequal tepals (outer
ones reaching about 2/3 of the length of the inner ones),
whereas those for Dehaasia in Kostermans (1973b) show
scarcely to strongly unequal tepals (outer ones reaching
about 1/3 of the length of the inner ones). Personal observations on Apollonias (by JGR, based mainly on herbarium material, plus a few old inflorescences of A. barbujana on Tenerife) revealed a similar degree of variation
even within this species, from scarcely different to outer
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TAXON 58 (4) • November 2009: 1153–1167
tepals reaching only slightly more than half the length of
the inner tepals. The same is found in cultivated Persea
americana (P. subg. Persea ; Fig. 1A, B), which is often
keyed out using statements like “tepals (sub)equal.” Therefore, this character should be used only with caution for
the delimitation of genera.
The fate of the perianth in fruit (2) appears to be a
more reliable character, but it isn’t entirely discontinuous,
either. The tepals are usually described as deciduous in
fruit in Alseodaphne, Dehaasia, and Persea subg. Persea, whereas they are persistent in Apollonias, Machilus,
Phoebe, and Persea subg. Eriodaphne (Fig. 1C–E). In
Nothaphoebe, they are described as either deciduous or
persistent, but small and inconspicuous. Indurate (i.e.,
more or less lignified) tepals in fruit are characteristic
of Apollonias, Phoebe and Persea subg. Eriodaphne. In
Apollonias (Fig. 1D) and Phoebe they are appressed to
the base of the fruit, whereas in Persea subg. Eriodaphne
they are often (but not always, see Fig. 1C) spreading. The
tepals of Machilus are sometimes slightly enlarged but not
significantly thickened in fruit (Fig. 1E), and in herbarium
specimens they are often shriveled and reflexed. These
differences, however, are not as clear as they may seem.
Quite often, the tepals do not fall off as a whole, but their
bases persist while their tips break off. Then it depends
on the relative size of the deciduous and the persistent
parts, as well as on the size of the fruit, whether they are
regarded as persistent (as in Apollonias barbujana ; Fig.
1D) or as deciduous (as in Persea americana ; Fig. 1F,
where the tepal bases persist as well). In addition, a few
species in each of the larger genera do not conform to the
most frequent pattern of their group. In Persea, e.g., most
species have unequal tepals persistent in fruit (= P. subg.
Eriodaphne), while a few have (supposedly) equal to (sub)
equal tepals deciduous in fruit (= P. subg. Persea) or equal
tepals persistent in fruit (e.g., P. albida Kostermans and
P. rigens C.K. Allen); one species (Persea julianae van
der Werff) has strongly unequal tepals deciduous in fruit
(van der Werff, 1989, 2001, 2002; Rohwer & al., 1991).
The pedicel (3) changes relatively little during fruit
development in most genera, except that it usually gets
somewhat stronger, depending on the size of the fruit.
Thickened, fleshy, and vividly colored fruit pedicels are
characteristic of Alseodaphne and Dehaasia, but already
Kostermans (1973a, b) noted that in some species they
are scarcely thickened. This also seems to be the most
frequent condition in Nothaphoebe, which had been included in Alseodaphne by van der Werff (2001). Vividly
colored pedicels, however, do also occur in Apollonias,
Machilus, and Persea, and occasionally they are slightly
thickened as well.
In summary, the traditional morphological characters
used to define genera in the Persea group are not fully
satisfactory. Therefore, it seems most promising to further
TAXON 58 (4) • November 2009: 1153–1167
Rohwer & al. • Is Persea monophyletic?
Fig. 1. A + B, flowers of Persea americana. A, flower with subequal tepals, female phase, anther valves still closed; Bot.
Gard. Hamburg. B, flower with distinctly unequal tepals, male phase, anther valves open; Parque Etnografico Piramides
de Güimar, Tenerife. C–F, fruits with persistent perianth. C, undetermined species of Persea subg. Eriodaphne (courtesy
of Maximilian Weigend, MW 8624, Peru). D, Apollonias barbujana; near Taganana, Tenerife. E, Machilus grijsii; Bot. Gard.
Hamburg. F, Persea americana; merchandise. All photos except C by JGR.
expand the range of characters by including molecular
evidence.
Although sequences from cpDNA matK showed
higher levels of sequence evolution and better resolution
of species- and generic-level phylogeny in a range of plant
families (Johnson & Soltis, 1994, 1995; Steele & Vilgalys,
1994; Hilu & Liang, 1997), Rohwer’s (2000) work revealed
that the sequence divergence among Lauraceae taxa was
surprisingly low (only 9.7% informative characters in the
family as a whole, and less then 1% in the terminal and
Persea groups). Therefore, the greatest challenge seems to
be to find an appropriate marker for this purpose.
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Rohwer & al. • Is Persea monophyletic?
Recent molecular work on the entire family Lauraceae by Chanderbali & al. (2001) has shown that sequence
variation in chloroplast markers (trnL-trnF, psbA-trnH,
trnT-trnL, rpl16) and partial 26S from the nuclear genome
was almost limited to basal branches in Lauraceae, with
very little and often no variation among members of the
tribes Perseeae and Laureae. Only the nuclear internal
transcribed spacer (ITS) showed substantial variation
within these groups. Therefore, ITS was expected to yield
phylogenetic resolution in the Persea group as well. In
addition, we tried a number of other markers (see below)
in order to evaluate their potential for resolving relationships within this group.
Previous molecular studies in Lauraceae (Rohwer,
2000; Chanderbali & al., 2001; Rohwer & Rudolph, 2005)
were aimed at resolving the basic relationships within the
family. Therefore, they included only a relatively small
sample (6–10 spp.) of species from the Persea group. Although our taxon sample (70 sequences of 51 determined
and 10 undetermined species; Appendix) is much larger,
the present paper should still be considered an exploratory
study in view of the large size of the group.
MATERIALS AND METHODS
Taxon sampling. — As indicated above, 61 (bona
fide) species of the Persea group were included in the
present study (Appendix). An attempt was made to include a broad representation of all genera and sections
in bigger genera such as Machilus and Phoebe according
to the treatment in Flora Reipublicae Popularis Sinicae
vol. 31 (Li & al., 1984) as well as in Persea in the sense of
Kopp (1966). However, taxon sampling was also guided by
availability of plant material and success in amplification
and sequencing. Determinations of the plant material were
either made or checked for their plausibility by H.W. Li
for the Chinese species, and by either J.G. Rohwer or H.
van der Werff for the American, Macaronesian, and the
remaining Asian species. In material without reproductive
structures, however, some determinations remained tentative. Two previously published sequences of species of the
Persea group, Apollonias barbujana (EMBL accession
number AF272257) and Dehaasia incrassata (AF272268)
were excluded from our matrix because of serious doubts
about their correctness (see results).
In addition to the species of the Persea group, we
included 30 species of the closely related Laureae-Cinnamomeae clade in the sense of Rohwer & Rudolph (2005),
in order to see if any of the species was misplaced in the
Persea group. This was done mainly because the American species now placed in Cinnamomum Schaeff. as well
as several species now placed in Ocotea Aubl. (Cinnamomeae), among them O. helicterifolia, were included in
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TAXON 58 (4) • November 2009: 1153–1167
Phoebe (Persea group) by Mez (1889). The former were
moved to their current position by Kostermans (1961),
whereas the position of the latter had been discussed in detail by Rohwer (1986, 1991). Eleven species of the Persea
group as well as eight species of the Laureae-Cinnamomeae clade were represented by two collections each, in
order to give us an estimate of the intraspecific variability
of the ITS region. If the sequences proved identical, however, only one of them was included in the final analysis.
Based on the recent molecular studies (Rohwer, 2000;
Chanderbali & al., 2001; Rohwer & Rudolph, 2005), five
species from the Mezilaurus group (Anaueria brasiliensis, Chlorocardium venenosum, Chlorocardium rodiei,
Mezilaurus triunca, Sextonia pubescens) were selected
as the outgroup.
DNA extraction. — Total genomic DNA was extracted from silica-gel dried material or herbarium specimens following Doyle & Doyle (1987) as modified by
Li & al. (2004), or using the Invisorb® Spin Plant Mini
Kit (Invitek) with modifications described by Rohwer &
Rudolph (2005).
PCR amplification and sequencing. — The ITS
and 5.8S regions were amplified following the general
methodology (White & al., 1990) and PCR primers of
Chanderbali & al. (2001) with minor modifications as
reported in Li & al. (2004). If the quality of the material
allowed, we also often used the primers ITS18-F (5′-GTC
CAC TGA ACC TTA TCA TTT AGA GG-3′; Käss &
Wink, 1997, modified by Beyra-Matos & Lavin, 1999)
and ITS26-R (5′-GCC GTT ACT AAG GGA ATC CTT
GTT AG-3′; Käss & Wink, 1997), which amplify a larger
part of the ITS region. In order to reduce problems caused
by the secondary structure of the rather GC-rich ITS,
10% DMSO was included in all amplifications (Buckler
& Holtsford, 1996; Buckler & al., 1997). In addition to
ITS, we tried several other markers (see Table 1). These,
however, yielded so little information that we did not
consider them useful for our phylogenetic analysis. All
PCR amplifications included negative controls to detect
contamination.
PCR products were subsequently purified using the
QIAquick® PCR Purification Kit (Qiagen) or Montage™
PCR Centrifugal Filter Devices (Millipore). Purified amplification products were sequenced forward and reverse
using ABI PRISM® BigDye™ terminator cycle sequencing. The sequencing reaction products were separated
using an ABI 3100 (Applied Biosystems) automated sequencer at Kunming or an ABI Prism 3770 Capillary Sequencer (Applied Biosystems) at the University Hospital
Eppendorf (UKE, Hamburg), Institute of Cell Biochemistry and Clinical Neurobiology.
Sequence analysis. — Sequence chromatogram output files for each species were initially aligned and edited
base by base with Sequencher™ (Gene codes Corporation,
TAXON 58 (4) • November 2009: 1153–1167
Rohwer & al. • Is Persea monophyletic?
Inc. 1994). Sequences from both strands (forward and reverse) were compared to guarantee accurate base calling.
The completed sequences of the different species were
then aligned using Sequencher™, BioEdit (Hall, 1999)
and/or ClustalX, version 1.8 (Thompson & al., 1997), and
manual adjustments were made as judged necessary. All
ITS sequences analyzed in this study were deposited in
GenBank under the accession numbers provided in the
Appendix, and the aligned data matrix was submitted to
TreeBASE with accession number M4361. When two taxa
turned out to have identical ITS sequences, only one of
them was included in the phylogenetic analysis. Therefore,
there are fewer terminal taxa in Fig. 2 than are listed in
the Appendix.
Phylogenetic analysis. — Data analyses employed either maximum parsimony (MP) using PAUP*
4.0b10 (Swofford, 2001) or Bayesian inference (BI) using
MrBayes v3.1.2 (Huelsenbeck & Ronquist, 2001; Ronquist & Huelsenbeck, 2003; see also http://morphbank
.ebc.uu.se/mrbayes/manual.php).
Maximum parsimony. – Equally weighted MP heuristic searches with 100 addition sequence replicates and
tree bisection-reconnection (TBR) were conducted. All
MP analyses were performed with MULTREES on, ACCTRAN optimization and gaps treated as missing data.
Positions in which the alignment might have been ambiguous were excluded, but if the excluded positions were potentially informative, they were coded in an indel matrix
(TreeBASE M4360). In the data presented here, all indel
characters were treated as unordered. Previous experiments with asymmetric step matrices for the transitions
between different character states (based on estimates of
minimally required evolutionary steps) had greatly inflated the calculation time without significantly improving the results (not shown). In order to avoid excessive
swapping on suboptimal trees, the maximum number of
trees two or more steps longer than the shortest trees that
were found in preliminary trials was set to 10,000.
Clade support was estimated using fast bootstrap
analyses with 10,000 bootstrap replicates (each with 100
addition sequence replicates), but without branch swapping (Mort & al., 2000), after tests on earlier versions of
the matrix had shown that they yielded identical topologies and very similar bootstrap values as full bootstrap
analyses with branch TBR swapping.
Bayesian inference. – For the Bayesian inference of
phylogeny the data were separated into four unlinked partitions, for the ITS1 region, the ITS2 region, all sequence
parts coding for ribosomal RNA (5.8S rDNA and a small
piece of the 26S rDNA), and the indel matrix. As suggested in the MrBayes manual, the default priors were
used for the analysis. As MrBayes 3.1.2. allows using only
a single species as outgroup, we specified each of the five
species from the Mezilaurus group (Anaueria brasiliensis, Chlorocardium rodiei, Chlorocardium venenosum,
Mezilaurus triunca, Sextonia pubescens) as outgroup
for a separate run of the final analysis. In each of these
analyses, two simultaneous runs of four Markov chain
Monte Carlo chains each were run for 1,000,000 generations, with the current tree saved every 100 generations.
Thus we generated ten probability files (.p) and ten tree
files (.t), two for each outgroup taxon. Visual inspection
Table 1. Additional markers explored for the Persea group.
Locus
Sequencing Species compared
primer
to Persea indica
Aligned No. of
bp (ca.) differences
Difference
in same
length ITS Remarks
accD
accD-1f
Laurus azorica
360
4 (1.11%)
33
ndhJ
ndhJ-1f
Laurus azorica
380
0
33
psbC-trnS
psbC
Laurus azorica
630
1 (0.16%)
44
psbC-trnS
trnS
Laurus azorica
600
5 (0.83%)
43
rpoB
rpoB-2f
Laurus azorica
470
2 (0.42%)
37
rpoC1
rpoC1-1f
5′rpoC1-3′rpoC1 3′rpoC1
Laurus azorica
560
1 (0.18%)
41
Apollonias barbujana
550
0
34
One 7-bp inversion
Plus a few uncertainties
rpsF-rpsR2
rpsF
Apollonias barbujana
550
0
34
rpsF-rpsR2
rpsF
Persea americana
550
1 (0.18%)
45
Poly-A 3 pb longer
One 18-bp indel, 2 single base indels
trnD-trnT2
trnD
Laurus azorica
240
3 (1.25%)
29
trnD-trnT2
trnT2
Laurus azorica
350
3 (0.86%)
33
trnH-trnK
trnH
Laurus azorica
140
5 (3.57%)
17
trnH-trnK
trnK
Laurus azorica
670
5 (0.75%)
47
YCF5
YCF5-2f
Machilus grijsii
380
4 (1.05%)
31
No longer readable after poly-A
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TAXON 58 (4) • November 2009: 1153–1167
Rohwer & al. • Is Persea monophyletic?
*
81
92
76
*
88
67
65
99
87
93
72
*
69
80
97
*
*
72
75
*
96
52
68
60
91
74
90
97
*
84
96
82
95
63
98
75
89
63
63
52
96
84
to outgroup
86
74
*
65
99
63
99
*
S Am
C Am
Persea
subg.
Persea
Asia
S Am
Asia
South America
*
Alseodaphne
incl. Dehaasia
83
Phoebe
56
99
56
99
63
96
86
Alseodaphne nigrescens #1
Nothaphoebe umbelliflora
Alseodaphne nigrescens #2
Alseodaphne sp. A38
Dehaasia sp. A34
Dehaasia sp. A37
Alseodaphne sp. W17084
Dehaasia cuneata
Alseodaphne semecarpifolia
Phoebe formosana
Phoebe sheareri #1
Phoebe sheareri #2
Nothaphoebe cavaleriei #1
Nothaphoebe cavaleriei #2
Phoebe neurantha
Phoebe lanceolata
Phoebe excelsa
Phoebe megacalyx
Phoebe macrocarpa
Phoebe forrestii
Phoebe puwenensis
Persea nudigemma
Persea americana #1
Persea americana #2
Persea steyermarkii
Persea schiedeana
Alseodaphne sp. W14264
Persea sphaerocarpa
Persea sp. W21874
Alseodaphne andersonii
Alseodaphne petiolaris
Persea caerulea #1
Persea caerulea #2
Persea venosa
Persea willdenovii
Persea aff. subcordata
Persea pajonalis
Persea lingue #1
Persea lingue #2
Persea mutisii
Persea sp. W14857
Persea sp. W19517
Persea sp. V25232
Persea meridensis
Persea weberbaueri
Persea alba
Persea borbonia
Persea palustris #1
Persea palustris #2
Persea veraguasensis
Persea indica
Persea areolatocostae #1
Persea areolatocostae #2
Apollonias barbujana
Machilus sp. W14071
Machilus thunbergii #1
Machilus thunbergii #2
Machilus sp. W14068
Machilus zuihoensis
Machilus obovatifolia
Machilus japonica
Machilus rimosa
Machilus chienkweiensis
Machilus decursinervis
Machilus grijsii
Machilus shweliensis
Machilus yunnanensis
Machilus minkweiensis
N Am
Persea subg. Eriodaphne
81
C Am
Mac
S Am
Mac
Asia
73
71
85
Machilus
A
First this was done for all ten tree files separately, but
as they did not show any significant differences (neither
conflicting topologies nor differences of more than ten
percentage points from the average in the support values
of individual clades), the results of all ten files were ultimately combined.
Asia
of the likelihood values in Excel showed that all analyses
converged to stable likelihood values after about 300 to
500 generations. Therefore, the first 501 of 10,001 saved
trees were discarded as burn-in. The posterior probabilities for the individual clades were computed by creating a
majority rule consensus of the remaining trees in PAUP*.
*
Fig. 2. Cladogram retrieved from the Bayesian analysis. A (this page), Persea group; B (opposite page), outgroup, Cinnamomeae and Laureae. Numbers above branches are fast bootstrap values, bold numbers below branches are posterior
probabilities. ○ = 100% posterior probability in Bayesian analysis only, ● = both posterior probability and bootstrap value
100%. Dotted lines represent clades present in some runs but collapsed in the consensus. Asterisks mark clades and species conflicting with either the maximum parsimony or the fast bootstrap consensus (see text). C Am = Central America,
Mac = Macaronesia, Med = Mediterranean, N Am = North America, S Am = South America.
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Rohwer & al. • Is Persea monophyletic?
*
*
73
83
*
53
57
99
99
90
53
92
60
98
50
77
*
*
50
74
87
98
87
97
80
84
89
Asia
Med
Mac
Med
Laureae
72
Neolitsea sericea #1
Neolitsea sericea #2
Neolitsea levinei
Actinodaphne maingayi
Actinodaphne sesquipedalis
Laurus nobilis #2
Laurus azorica
Laurus nobilis #1 *
Litsea accedens
Litsea glutinosa
Lindera benzoin #1
Lindera benzoin #2
Parasassafras confertiflora #1
*
Parasassafras confertiflora #2
Endlicheria gracilis
Rhodostemonodaphne crenaticupula
Ocotea pulchella
Nectandra amazonum #1
Nectandra amazonum #2
Umbellularia californica #1
Umbellularia californica #2
Ocotea foetens
Licaria canella
Ocotea helicterifolia
Cinnamomum duartianum
Cinnamomum quadrangulum
Cinnamomum amoenum
Cinnamomum burmanii
Cinnamomum daphnoides
Sassafras albidum
Sassafras tzumu
Chlorocardium rodiei
Chlorocardium venenosum
Anaueria brasiliensis
Mezilaurus triunca
Sextonia pubescens
Asia
N Am
Asia
N Am
Mac
S Am
Cinnamomeae
95
98
Asia
N Am
Asia
Mezilaurus
group
to Persea group
South
America
B
South
America
The total length of the aligned ITS region (including the 5.8S unit) in the taxa investigated was 821 base
pairs (bp), of which 168 were excluded from the analyses
for reasons indicated above (see Phylogenetic analyses).
The length of the unaligned ITS sequences (excluding
the often unequally represented 26S part) varied from
554 bp (Cinnamomum quadrangulum) to 648 bp (Anaueria brasiliensis). The GC contents varied from 68.7%
(Lindera benzoin) to 75.9% (Alseodaphne nigrescens).
Among the non-excluded 653 bp that constitute the ITS
dataset, 360 (55%) were constant, 78 (12%) were variable but parsimony-uninformative, and 215 (33%) were
parsimony-informative. Of the informative positions, 118
were found in the ITS1, 8 in the 5.8S rDNA, 81 in the
ITS2, and 8 in the 26S rDNA. The gap matrix consisted of
21 binary and 34 unordered multistate characters, which
were of course all informative. Nevertheless, two of them
were excluded from the final analysis because they were
defined as alternative codings for characters already represented in the gap matrix.
Pairwise comparisons between the taxa showed that
the number of total character differences was usually
roughly similar in the ITS1 and the ITS2, with two conspicuous exceptions: the sequences of Apollonias barbujana and Dehaasia incrassata retrieved from EMBL
(accession numbers AF272257 and AF272268, respectively) turned out to be identical with Machilus thunbergii
(AF272327) in the ITS2, but in the ITS1 they differed
from that species by 18 and 13 bp, respectively. This led
to very different positions in the cladograms retrieved
from separate parsimony analyses of the ITS1 and ITS2
(not shown), whereas the groups formed by other taxa
South
America
RESULTS
1159
Rohwer & al. • Is Persea monophyletic?
changed relatively little (if at all). This prompted us to
sequence another collection of Machilus thunbergii and
two further collections of Apollonias barbujana. Unfortunately, our attempts to sequence another collection of
Dehaasia incrassata failed because of poor DNA quality
from the herbarium material, but we were able to get good
sequences from other, undetermined collections of Dehaasia. Our sequence of Machilus thunbergii turned out
to be very similar to the sequence from EMBL, whereas
the two sequences of Apollonias barbujana (one from
Tenerife, the other from La Palma) were very different
from the EMBL sequence in the ITS2 but identical among
themselves (therefore only one of them is included in the
final analysis). The sequences of our Dehaasia collections
were also very different from the EMBL sequence in the
ITS2, but very similar in the ITS1. Therefore, we assume
that the EMBL sequences of Apollonias barbujana and
Dehaasia incrassata are a result of contamination (with
Machilus thunbergii or a similar species of Machilus) and
should not be used in further analyses.
Other markers that we tried in addition to ITS did not
yield promising amounts of variation. Pairwise comparisons between Persea indica and a second species, either
from within the Persea group (Apollonias barbujana or
Machilus grijsii) or from the Laureae (Laurus azorica)
showed very few (if any) differences (Table 1).
Maximum parsimony analysis. — Parsimony
analysis of the ITS data resulted in 51,664 most parsimonious trees in a single island, 1,262 steps long, with a
retention index of 0.751 and a consistency index of 0.456.
In addition, 38 of the 100 searches terminated on islands
requiring a higher number of steps (6× length 1,263 in
six different islands, 30× length 1,264, 2× length 1,265;
the latter two not swapped to completion). The majority
rule consensus of the 51,664 trees (not shown) differed
in the composition of a few clades from the results of the
Bayesian analysis (Fig. 2, marked with an asterisk), but
the maximum fast bootstrap support (FBS) for any of
these conflicting clades never exceeded 51%. Therefore,
we show only the result of the Bayesian analysis (Fig. 2)
and describe the differences below.
Bayesian analysis. — As indicated above, the topology retrieved from the Bayesian analysis was largely
congruent or at least compatible with the majority rule
consensus from the parsimony analysis. The outgroup
is consistently separated from the core Lauraceae (100%
posterior probability, PP), and within the core Lauraceae
the Persea group forms a well-defined clade (100% PP).
Its sister group, however, the Laureae-Cinnamomeae
clade, receives only very weak support (60% PP), while
the Laureae and the Cinnamomeae individually both get
100% PP. As it was not the aim of this study to examine
the relationships within these groups, we do not describe
the topology within them any further.
1160
TAXON 58 (4) • November 2009: 1153–1167
Within the Persea group, there are three well-supported principal clades (except for one species, Apollonias
barbujana, see below). Based on their main constituents,
the three clades will in the following be called (1) the
Alseodaphne-Phoebe clade, (2), the Eriodaphne clade,
and (3) the Machilus clade.
(1) The Alseodaphne-Phoebe clade consists not only of
all representatives of these two genera included in the present study, but also of species of Dehaasia, Nothaphoebe
(but see Discussion), and a small number of Persea species. Among the three principal clades within this group,
only the species pair Alseodaphne andersonii/A. petiolaris
receives strong support (100% PP), whereas support for the
other two clades is (relatively) weak. The larger of these
two clades consists mainly of Asian species (of Alseodaphne, Dehaasia, Phoebe, and possibly Nothaphoebe),
which form a relatively well-supported group (92% PP).
Persea nudigemma from Ecuador is weakly supported
(67% PP) as sister species to this group. Among the Asian
species, there are again three well supported clades (100%
PP), one consisting of species of Alseodaphne and Dehaasia, the other two consisting of Phoebe species. The second
main clade within the Alseodaphne-Phoebe group consists
mainly of American species of Persea, with the exception
of an undetermined Alseodaphne species from Vietnam.
Both nodes below this species, however, receive only relatively weak support (75% and 72% PP, respectively). The
only really well supported group within this clade is Persea
subg. Persea (100% PP).
(2) The Eriodaphne clade consists mainly of American species of Persea subg. Eriodaphne, plus Persea indica from the Canary Islands. All these Persea species
form a well-supported group (100% PP). Apollonias barbujana from the Canary Islands is shown as sister species
to this group, albeit with rather insignificant support (63%
PP). Several subclades among the Persea species are well
supported, but the nodes below Persea indica receive only
very weak support (52 and 63% PP, respectively).
(3) The Machilus clade consists exclusively of species of the Asian genus Machilus. It shows very little
internal resolution, due to the fact that there are relatively
few pairwise nucleotide differences among these species
(see below).
Differences between maximum parsimony and
Bayesian analysis. — Although the results of both analyses are largely congruent or at least compatible, there are
a few differences between the majority rule consensus of
the maximum parsimony analysis (one of the 51,664 trees
shown in Fig. 3) and the Bayesian analysis (marked with an
asterisk in Fig. 2). Unless otherwise indicated, none of these
alternative groupings reached 50% fast bootstrap support.
Among the Laureae, Lindera benzoin and Parasassafras confertiflora appear as sister groups in the
parsimony analysis, and both together as sister to the
TAXON 58 (4) • November 2009: 1153–1167
Rohwer & al. • Is Persea monophyletic?
Phoebe formosana
Phoebe sheareri #1
Phoebe sheareri #2
Phoebe lanceolata
Phoebe neurantha
Nothaphoebe cavaleriei #1
Nothaphoebe cavaleriei #2
Phoebe macrocarpa
Phoebe megacalyx
Phoebe excelsa
Phoebe forrestii
Phoebe puwenensis
Persea nudigemma
Alseodaphne nigrescens #1
Nothaphoebe umbelliflora
Alseodaphne nigrescens #2
Alseodaphne sp. A38
Dehaasia sp. A34
Dehaasia sp. A37
Alseodaphne sp. W17084
Dehaasia cuneata
Alseodaphne semecarpifolia
Persea sphaerocarpa
Persea sp. W21874
Alseodaphne andersonii
Alseodaphne petiolaris
Alseodaphne sp. W14264
Persea americana #1
Persea americana #2
Persea steyermarkii
Persea schiedeana
Machilus sp. W14071
Machilus thunbergii #1
Machilus thunbergii #2
Machilus sp. W14068
Machilus zuihoensis
Machilus obovatifolia
Machilus decursinervis
Machilus yunnanensis
Machilus shweliensis
Machilus grijsii
Machilus rimosa
Machilus japonica
Machilus minkweiensis
Machilus chienkweiensis
Persea caerulea #1
Persea caerulea #2
Persea venosa
Persea willdenovii
Persea lingue #1
Persea lingue #2
Persea aff. subcordata
Persea pajonalis
Persea mutisii
Persea sp. W14857
Persea sp. W19517
Persea sp. V25232
Persea meridensis
Persea weberbaueri
Persea alba
Persea borbonia
Persea palustris #1
Persea palustris #2
Persea veraguasensis
Persea indica
Apollonias barbujana #2
Persea areolatocostae #1
Persea areolatocostae #2
1 step
Fig. 3. Phylogram of one of the 51,664 most parsimonious trees retrieved from the maximum parsimony analysis, Perseagroup only, illustrating the alternative topology and the widely differing branch lengths.
Actinodaphne-Neolitsea clade. In addition, the two collections of Laurus nobilis receive rather weak support (51%
FBS) as monophyletic group in the bootstrap consensus.
Among the Cinnamomeae, Umbellularia californica
appears as sister species to the clade consisting of Endlicheria gracilis, Rhodostemonodaphne crenaticupula,
Ocotea pulchella and Nectandra amazonum, leaving
Ocotea foetens and Licaria canella unresolved.
Within the Persea group, Machilus becomes sister to
the Alseodaphne-Phoebe clade, leaving the Eriodaphne
clade as the basal group. Within the Eriodaphne clade, Persea indica appears as sister species to P. areolatocostae,
and P. lingue swaps its position with the clade consisting of
P. pajonalis and P. aff. subcordata, so that it becomes sister
species to the clade consisting of P. caerulea, P. venosa
and P. willdenovii (59% FBS). Within the Machilus clade,
M. chienkweiensis swaps its position with M. minkweiensis.
Within the Alseodaphne-Phoebe clade, there are several rearrangements. Persea subg. Persea becomes the
basal clade, followed by a clade consisting of Alseodaphne
1161
Rohwer & al. • Is Persea monophyletic?
andersonii, A. petiolaris and the undetermined Alseodaphne species W14264. Persea sphaerocarpa and the
undetermined Persea species W21874 form the next clade,
followed by the Alseodaphne-Dehaasia clade. Persea nudigemma becomes sister species to an apparently monophyletic Phoebe. Among the Phoebe species, Phoebe
lanceolata appears as sister species to Phoebe neurantha, and both together as sister to the Phoebe formosana/
Ph. sheareri clade.
DISCUSSION
The present molecular analysis for the first time reveals significantly supported and phylogenetically meaningful clades within the Persea group. Although one of
the main questions that prompted us to start this study
(viz., the circumscription of the genus Persea) could not
be solved completely, we can already provide significant
information about the phylogenetic structure of the Persea group, which will serve as an orientation for further
studies. Several of the traditional genera or subgenera are
retrieved as monophyletic groups in our analysis.
Machilus. — This genus is by far the most homogeneous group in our molecular data. Pairwise total character differences between species of Machilus range from 0
(between M. oreophila and M. zuihoensis) to 13 (between
M. chienkweiensis and M. thunbergii). In other genera
represented by more than two species, the differences
are on the average much larger (Alseodaphne 6–54; Cinnamomum 5–42; Ocotea 26–31; Persea subg. Eriodaphne
2–39; Phoebe 1–32). This might suggest that the species
differentiation within Machilus was rather recent, compared to other Lauraceae such as Cinnamomum (Groth,
2003), Endlicheria Nees and Ocotea (Chanderbali, 2004),
which show a much higher degree of divergence. However,
the phylogram of one of the most parsimonious trees (Fig.
3) rather suggests that Machilus may have a decreased
substitution rate, whereas the substitution rate of the Alseodaphne clade appears to be increased compared to the
other genera. Our preliminary data as well as a previous
taxonomic treatment (Li & al., 1984) suggest that some of
the currently accepted sections or subsections of Machilus
may be questionable. The only group within Machilus
receiving a high posterior probability in the Bayesian
analysis, i.e., the clade including Machilus thunbergii,
M. obovatifolia, M. oreophila (omitted in Fig. 2 because
sequence identical with the following), M. zuihoensis and
the two undetermined species W14068 and W14071, thus
includes (at least) two species from M. sect. Glabriflorae
S. Lee and two from M. sect. Pubiflorae S. Lee, in both
cases from different subsections. This suggests that traditionally used morphological features, such as the presence
or absence of hairs on the outside of the tepals in flower,
1162
TAXON 58 (4) • November 2009: 1153–1167
and the shape and size of the fruit may not be sufficient as
characters for defining infrageneric taxa within Machilus.
However, a much denser sampling of the species and an
additional molecular marker with higher resolution will
be necessary to resolve the relationships within the genus.
Persea subg. Eriodaphne, and the affinities of
Persea indica. — Most American species of the Persea group so far investigated (except Persea americana,
P. nudigemma, P. schiedeana, P. sphaerocarpa, P. steyermarkii and the undetermined Persea species W21874, see
below) form a moderately (75% FBS) to strongly (100%
PP) supported clade. This clade comprises all species (so
far investigated) that had been placed in Persea subg.
Eriodaphne by Kopp (1966), plus a few that had been
unknown at her time. In addition, it includes Persea indica
from Macaronesia. Thus the idea by one of us (Rohwer,
1993) that this species was “possibly misplaced in this
genus” can be rejected—as long as P. subg. Eriodaphne
is retained in Persea. In our molecular data as well as
morphologically, P. subg. Eriodaphne is at least as different from P. subg. Persea as are the other genera, Machilus, Alseodaphne, and Phoebe. From this point of view it
would make sense to treat it as a separate genus, which
then would have to be called Mutisiopersea (Kostermans,
1993). This, however, would require the transfer of dozens of names (Kostermans made only a few new combinations). Because the Lauraceae are always good for
taxonomic surprises, we feel that a far larger number of
species of Persea subg. Eriodaphne as well as several of
the aberrant Persea species need to be investigated before
we make such far-reaching formal changes.
In biogeographic terms, the most plausible explanation for the American–Macaronesian disjunction within
Persea subg. Eriodaphne seems to be the relict hypothesis
for the Macaronesian laurel forests. The Lauraceae have
a well-documented fossil record in the Northern Hemisphere, from the early mid-Cretaceous onwards, and they
persisted in Europe with considerable diversity at least
until the Miocene, in southern Europe even until the Pliocene (Mai, 1971; Taylor, 1988; Drinnan & al., 1990; Crane
& al., 1994; Herendeen & al., 1994; Eklund & Kvaček,
1998; Takahashi & al., 1999; Eklund, 2000 and references
cited therein). Therefore, Persea indica as well as the other
three Macaronesian species of Lauraceae (Apollonias
barbujana, Laurus azorica, Ocotea foetens) may well be
interpreted as relicts from the European-Mediterranean
Tertiary laurel forests.
Alternative explanations appear less likely. With a
maximum age of 20 million years (Schmincke, 1976),
the Macaronesian Islands are far too young for a Cretaceous disjunction. Long-distance dispersal from America
to Macaronesia is still a possibility, but not very likely
either. Lauraceae fruits are generally dispersed by birds
(Snow, 1981; Moore & Willson, 1982; Wheelwright &
TAXON 58 (4) • November 2009: 1153–1167
al., 1984), but most of the fruits, especially in the Persea
group, are relatively large and heavy. Birds generally do
not fly long distances with such fruits in their beak or
their intestines. It seems very unlikely that they crossed
the Atlantic eastwards, against the prevailing trade winds.
Long-distance dispersal in the opposite direction, on the
other hand, currently appears unlikely because Persea
indica appears nested among the American species in our
analysis. However, the nodes below Persea indica within
the Eriodaphne clade neither received bootstrap support
nor a significantly high posterior probability, so that a
slight possibility remains that Persea indica may be the
sister group of Persea subg. Eriodaphne. In the consensus
from the parsimony analysis, it is sister to P. areolatocostae, the only other species in the Eriodaphne clade that has
equal tepals like P. indica, and the two together are the
sister group to the North and Central American species
in the Eriodaphne clade. In our opinion, this uncertainty
in the topology of the phylogenetic tree as well as the
relatively large distance to a possible (reliable?) calibration
point (Sassafras J. Presl; Poole & al., 2000) would make
any attempt to estimate the age of Persea indica rather
speculative. In any case, Gondwanan vicariance can be
discounted as a possible reason for the trans-Atlantic disjunction in the Eriodaphne clade. When Chanderbali &
al. (2001) tried to calibrate their molecular clock with such
a disjunction in Ocotea, they arrived at ages of more than
600 million years for the basal lineages in the Lauraceae,
far older than life on land. Since Persea, like Ocotea, is
a member of the closely knit core Lauraceae (Rohwer &
Rudolph, 2005), the result would undoubtedly be similar.
Apollonias. — After exclusion of the sequence from
EMBL (AF272257) because of probable contamination
(see above), the genus is represented in our analysis by
only a single sequence. This sequence, however, was
retrieved twice from different specimens of Apollonias
barbujana, one from Tenerife, the other from La Palma. In
the present analysis it appears as sister to the Eriodaphne
clade, albeit with only minimal support (63% PP). The fact
that it is not a member of any well-supported clade within
the Persea group may be interpreted as evidence of a
long isolation of this phylogenetic lineage. Unfortunately,
our attempts to isolate DNA from herbarium specimens
of the second species currently ascribed to this genus,
Apollonias arnottii Nees from India, were not successful. However, we expect that this species will group with
one of the Asian clades (Machilus or Phoebe) rather than
with A. barbujana.
The Alseodaphne-Phoebe clade. — This is one
of the clades that are strongly supported in the Bayesian
analysis (100% PP), but do not reach 50% fast bootstrap
support in the maximum parsimony analysis. Its composition of both Asian and American species is somewhat
surprising, especially as they appear mixed in the present
Rohwer & al. • Is Persea monophyletic?
analysis. It should be noted, however, that only geographically homogeneous clades reach fast bootstrap values
> 50% or posterior probabilities > 80%. Thus it would
still be possible that the American and the Asian species within the Alseodaphne-Phoebe clade form separate
subclades. In addition, exclusion of any of the apparently
misplaced taxa usually leads to changes in the topology
of the Alseodaphne-Phoebe clade beyond the immediately
neighboring taxa. Those subclades that are stable and well
supported in the present analysis are discussed below.
The Alseodaphne andersonii /A. petiolaris clade.
— These two species invariably form a clade, but its position relative to the other subclades of the AlseodaphnePhoebe clade is not stable. Exclusion of Persea nudigemma or of Alseodaphne species W14264 lets it jump to
a sister group position to one of the two well-supported
Persea clades in this group. In morphological terms, Alseodaphne andersonii and A. petiolaris differ from the
other species of Alseodaphne included in this study by
smaller terminal buds, larger leaves and large ovoid fruits,
with remains of tepals persisting for some time. Thus they
are quite similar to some Phoebe species, e.g., to Phoebe
yunnanensis. The other species have larger terminal buds,
smaller leaves, and small globose fruits seated on a naked
pedicel, without remains of tepals.
Persea subg. Persea. — As expected, the species
attributed to Persea subg. Persea by Kopp (1966), viz.,
Persea americana, P. steyermarkii and P. schiedeana,
form a strongly supported group. Persea schiedeana
had even been treated as a variety of P. americana by
Meissner (1864, as Persea gratissima schiedeana).
What we also expected to find was a sister-group relationship of Persea subg. Persea with either Persea subg.
Eriodaphne, which shares its American distribution, or
with Machilus. The latter had been treated as a subgenus
of Persea by several authors, and morphologically it appears rather close to Persea subg. Persea, perhaps even
closer than Persea subg. Eriodaphne. This expectation is
not confirmed in the present study. Persea subg. Persea
and a few additional Persea species that were unknown
to Kopp (1966), P. nudigemma, P. sphaerocarpa and the
undetermined species Persea W21874, are well supported
as members of the otherwise Asian Alseodaphne-Phoebe
clade. These additional species show characters that are
uncommon in Persea. As described by van der Werff
(1994), Persea nudigemma appears to belong to a small
group of neotropical Persea species with equal tepals that
are pubescent on both sides and persistent in the fruiting
stage (e.g., P. bernardii Kopp, P. rigens Allen, P. silvatica
van der Werff). In so far these species are similar not
only to P. indica (see above), but also to Phoebe. Unfortunately, we did not yet manage to get good sequences of
any of these species, so that we could only speculate about
their position in the phylogeny and their influence on the
1163
Rohwer & al. • Is Persea monophyletic?
analysis. The position of Persea sphaerocarpa within
the Alseodaphne-Phoebe clade, or even more among the
Alseodaphne species as in the parsimony analysis, is not
surprising. Van der Werff (2002) already noted that this
species, together with P. albiramea van der Werff and
P. laevifolia van der Werff, “would very likely be included in Alseodaphne had they been collected in tropical Asia.” Although the undetermined Persea species
W21874 is not particularly similar to P. sphaerocarpa,
its position is not really surprising, either. With its stubby
twigs with large inflorescence scars and conspicuous
bract scars, it is reminiscent of P. americana, whereas
glabrous inflorescences are quite common in Alseodaphne (see Kostermans, 1973a). As indicated above,
the position of Alseodaphne species W14264 among the
Persea species is neither well supported nor stable. In
parsimony analyses it usually groups with A. andersonii
and A. petiolaris (see above).
The Alseodaphne-Dehaasia clade. — Except for
the three Alseodaphne species discussed above (A. andersonii, A. petiolaris, and species W14264), all remaining
species of Alseodaphne and all species of Dehaasia examined form a moderately to strongly supported clade (73%
FBS, 100% PP). The present arrangement would suggest
that Dehaasia originated at least twice within Alseodaphne, but the taxon sample is still too small for such a
conclusion. The sterile specimen received as Nothaphoebe
umbelliflora from Singapore has to be a misidentification;
it differs by just one and two base pairs, respectively, from
the two specimens of Alseodaphne nigrescens from the
same source.
The two Phoebe clades. — Species of the genus
Phoebe are found in two relatively well-supported clades
(100% PP; 81% and 88% FBS, respectively). Inspection of
the individual trees retrieved in our analysis reveals that
both clades form a monophyletic group in some of them,
whereas in others one of these clades (the one with Ph. formosana) is sister to the Alseodaphne-Dehaasia clade, or
the three clades are unresolved as in the consensus. This
leaves a good chance that ultimately Phoebe will turn out
as monophyletic. A recent paper by Soltis & al. (2008) has
drawn our attention to another possibility: the two clades
could be evidence of incomplete homogenization of different ITS copies. The two clades differ not only by simple
base changes, but also by minor length mutations. Unlike
the situation in other genera, we have a few samples of
Phoebe species from which we were unable to obtain clean
sequences, even from silica gel–dried material. In at least
one of these samples the sequence becomes “messy” at the
position of the first of these length mutations, and from
the chromatogram it seems that both patterns could be
present. Resolving this question, however, would require
sequencing of numerous clones per species, which was
beyond our financial resources.
1164
TAXON 58 (4) • November 2009: 1153–1167
Nothaphoebe cavaleriei, which is nested in one of
the Phoebe clades here, has a quite complicated taxonomic history. The species originally had been described
as Lindera cavaleriei by H. Léveillé (in Repert. Spec.
Nov. Regni Veg. 10: 371. 1912), and it was transferred to
Nothaphoebe by Yang (in J. West China Border Res. Soc.,
Ser B 15: 75. 1945). Later Kostermans (1957) included
Alseodaphne, Machilus and Nothaphoebe in Persea, and
in 1962 he made the formal new combination for this species, Persea cavaleriei (H. Lév.) Kosterm., based on Lindera cavaleriei H. Lév. Again some years later (1973a) he
changed his mind and reinstated Alseodaphne and Nothaphoebe. In this paper, he made another new combination Alseodaphne cavaleriei (H. Lév.) Kosterm., based
on Machilus cavaleriei H. Lév. (in Bull. Géogr. Bot. 24:
142. 1914). He incorrectly cited Nothaphoebe cavaleriei
and Persea cavaleriei in synonymy, and in the discussion
he wrote: “Some mistakes crept in, in my Bibliography
[i.e., Bibliographia Lauracearum, 1964], where erroneously Lindera cavaleriei is cited as the basionym. Lindera
cavaleriei, based on the specimen Cavalerie 1222 represents Phoebe nanmu, the type is conserved in Edinburgh
and consists of a sterile branchlet, showing the collar of
budscale scars, found in Phoebe nanmu.” Apparently he
now wanted to have his Persea cavaleriei to be based on
Machilus cavaleriei rather than on Lindera cavaleriei. In
our opinion, such a change cannot be made a posteriori.
As to the generic identity of Lindera cavaleriei, one of us
(H. v.d.W.) came to a similar conclusion as Kostermans
(1973a). After checking the specimens (including the type)
of Nothaphoebe cavaleriei (Lév.) Yang, as the species is
most frequently called, he found that it did not seem to differ from Phoebe. This is confirmed by the present study.
It should be noted, however, that this species—correctly
or erroneously—at some time had been linked to each of
the five genera in the Persea group which have tetrasporangiate anthers. This again illustrates the weakness of
the generic concepts in the Persea group.
Sassafras. — Although the aim of this study was to
resolve relationships within the Persea group, of which the
genus Sassafras is not a member, we would like to draw
attention to the fact that in our analysis Sassafras belongs
to the Cinnamomeae, as sister group to the remaining
genera of that clade, as in the unconstrained ITS analysis
of Chanderbali & al. (2001) and in the matK analysis of
Rohwer & Rudolph (2005). Sassafras had been placed in
the Laureae by Rohwer (1993), although he noticed correctly that this genus had neither umbellate nor involucrate
inflorescences. Reasons to keep Sassafras in the Laureae
were its deciduous foliage, otherwise known only from
Lindera Thunb. and Litsea Lam., and its introrse anthers
of the third staminal whorl. However, deciduous foliage is
of course an adaptation to a seasonal habitat, and more or
less introrse anthers are often found in unisexual flowers,
TAXON 58 (4) • November 2009: 1153–1167
also in Ocotea and Endlicheria within the Cinnamomeae.
Therefore, it is not surprising to find Sassafras as sister to
the rest of the Cinnamomeae also in this study.
CONCLUSION
Our analysis shows that Machilus should be treated
as a separate genus, not as a subgenus of Persea. Similarly, it shows that Persea subg. Eriodaphne ultimately
will have to be treated as a separate genus Mutisiopersea,
which probably will also include the Macaronesian Persea
indica. Phoebe is distinct from both Machilus and Persea (unless this latter name would be used for the entire
Alseodaphne-Phoebe clade). The inclusion of Dehaasia
in Alseodaphne is undoubtedly justified; as in many other
cases, the number of pollen sacs alone is not sufficient as
a generic character. A careful taxonomic revision will be
necessary to decide whether or not it is diagnostic on the
species level. Alseodaphne, Dehaasia, Nothaphoebe and
those species currently placed in Persea that do not conform to the “typical” Eriodaphne pattern (unequal tepals,
the outer ones glabrous on the adaxial surface, persistent
in fruit) need a much denser sampling. In Phoebe, cloning
will be necessary to check for different ITS copies. The
most important obstacle on our way towards an understanding of the Persea group now appears to be the poor
state of basic taxonomic and floristic knowledge. Besides
the (somewhat outdated) monograph of American Persea
by Kopp (1966), there is no monograph with keys to the
species for any of the genera of the Persea group, and
for most countries of subtropical to tropical America and
Asia there are no floristic treatments either. This makes
it extremely difficult to determine species of this group
or to verify the determinations of cultivated material or
herbarium specimens. Therefore, a combined effort of
classical morphological and molecular work will be necessary to resolve the problems within this group.
ACKNOWLEDGMENTS
We thank the curators of various herbaria given in the
Appendix for loans and allowing DNA extraction from certain
specimens. Andrea Jounais, Anna Maria Vogt, Lang Li and Junqiu Chen are gratefully acknowledged for their skilled technical
assistance in the lab. Kristina Ruthe (née Groth) allowed us to
use unpublished Cinnamomum sequences from her work, and
Matthias Wolf (Univ. Würzburg) helped with the delimitation
of the ITS-1 and ITS-2 regions. Financial support was provided
by DFG (446 CHV 112/1/04) and NSFC (30310103218). Jie Li
and Hsi-wen Li were partly funded by the Chinese Academy
of Sciences (KSCX2-YW-Z-001) and National Natural Science
Foundation of China (30870170).
Rohwer & al. • Is Persea monophyletic?
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Rohwer & al. • Is Persea monophyletic?
Appendix. Species examined.
Taxon, origin, voucher information and GenBank/EMBL accession numbers. Accession numbers beginning with AB are from Fijridiyanto
& Murakami (unpub.), with AF2 from Chanderbali & al. (2001), with AF3 from Chanderbali (2004), with AY from Li & al. (2004) or Li &
al. (unpub.); numbers beginning with FM are new sequences.
Actinodaphne maingayi Hook. f., Malaysia, Sarawak, Lambir National Park, Fijridiyanto IZ 2068 (KYO), AB260851; A. sesquipedalis Meisn., Malaysia, Kuala
Lumpur, Saw Leng Guan s.n. (KEP), AF272247; Alseodaphne andersonii (King ex Hook. f.) Kosterm., China, Yunnan, JL & LL [Jie Lie & Lang Li] 20070074
(HITBC), FM957793; A. nigrescens (Gamble) Kosterm., #1: Singapore Bot. Gard., SING 2000-27, FM957794; #2: Singapore Bot. Gard., SING 2000-29,
FM957795; A. petiolaris (Meissn.) Hook. f., China, Yunnan, Xishuangbanna Tropical Bot. Gard. (XTBG), CJQ [Jun-qiu Chen] 07003 (HITBC), FM957796; A.
semecarpifolia Nees, Sri Lanka, Central Prov., Kandy, Malcomber 2753 (MO), AF272252; A. sp. A38, Indonesia, Java, Arifiani & van der Werff 38 (MO),
FM957799; A. sp. W14264, Vietnam, Tuyen Quang, van der Werff & Nguyen 14264 (MO), FM957797; A. sp. W17084, Vietnam, Lang Son, van der Werff & al.
17084 (MO), FM957798; Anaueria brasiliensis Kosterm., Peru, Loreto, Maynas, Vásquez 25228 (MO), FM957800; Apollonias barbujana (Cav.) Bornm., #1:
Spain, Canary Islands, Tenerife, Bramwell 628 (MO), AF272257 [probably errroneous, excluded from final analysis]; #2: Spain, Canary Islands, Tenerife, Rohwer
s.n. (HBG), AY934889; Chlorocardium rodiei (R.H. Schomb.) Rohwer, H.G. Richt. & van der Werff, Guyana, Demerara, Mabura Hill, Chanderbali 246 (MO),
AF272258; C. venenosum (Kosterm. & Pinkley) Rohwer, H.G. Richt. & van der Werff, Peru, Loreto, Iquitos, Vásquez 25236 (MO), AF272259; Cinnamomum
amoenum (Nees & Mart.) Kostermans, Brazil, Paraná, Curitiba, Ribas & Poliquesi 1072 (HBG), FM957801; C. burmanii (Nees & T. Nees) Blume, Germany,
Berlin Bot. Gard., Leuenberger s.n. (HBG), FM957802; C. daphnoides Siebold & Zucc., Germany, Berlin Bot. Gard., Leuenberger s.n. (HBG), FM957803; C.
duartianum Vattimo-Gil, Brazil, Kubitzki & Figuereido 83-35 (HBG), FM957804; C. quadrangulum Kosterm., Brazil, Minas Gerais, Lorea-Hernandez 5585
(MO), AF272265; Dehaasia cuneata (Blume) Blume, Indonesia, North Sumatra, Gunung Leuser Nature Reserve, W.J.J.O. de Wilde & B.E.E. de Wilde-Duyfjes
12742 (HBG), AY934890; D. incrassata (Jack) Kosterm., Philippines, Palawan, Taytay, Soejarto 7693 (MO), AF272268 [probably errroneous, excluded from
final analysis]; D. sp. A34, Indonesia, Java, Arifiani & van der Werff 34 (MO), FM957805; D. sp. A37, Indonesia, Java, Arifiani & van der Werff 37 (MO),
FM957806; Endlicheria gracilis Kosterm., Guyana, Iwokrama Reserve, Chanderbali 250 (MO), AF363374; Laurus azorica (Seub.) Franco, Spain, Canary
Islands, Tenerife, Anaga Mts., Rohwer s.n. (HBG), FM957807; Laurus nobilis L., #1: U.S.A., St. Louis, Missouri Botanical Garden, Chanderbali 327 (MO),
AF272278; #2: Germany, Hamburg Bot. Gard., Rohwer s.n. (HBG) FM957808; Licaria canella (Meisn.) Kosterm., Guyana, Demerara, Mabura Hill, Chanderbali
234 (MO), AF272280. Lindera benzoin (L.) Blume, #1: U.S.A., St. Louis, Missouri Bot. Gard., Chanderbali 324 (MO), AF272283; #2: Germany, Hamburg Bot.
Gard., Rohwer s.n. (HBG), FM957809; Litsea accedens (Blume) Boerl., Malaysia, Sarawak, Lambir National Park, Fijridiyanto IZ 2066 (KYO), AB260860;
L. glutinosa (Lour.) C.B. Rob., China, Yunnan, Mengla, Li H.-W. 21 (HITBC), AY265403; Machilus chienkweiensis S. Lee, China, Guangxi, Shangsi, Li J.
2002153 (HITBC), AY934895; M. decursinervis Chun, China, Guangxi Prov. Jinxiu, Li J. 2002195 (HITBC), AY934893; M. grijsii Hance, Germany, Hamburg
Bot. Gard., Rohwer 193 (HBG), FM957810; M. japonica Sieb. & Zucc., Korea, Cheju, Hanra Bot. Gard., Kim Chang Suk s.n., 14 Oct 1998 (HBG), AY934891;
M. minkweiensis S. Lee, China, Guangxi, Jinxiu, Li J. 2002194 (HITBC), AY934897; M. obovatifolia (Hay.) Kanehira et Sasaki, China, Taiwan, Pingtung, Liu
S.M. 198 (KUN), FM957811; M. oreophila Hance, China, Guangxi, Nanning Bot. Gard., Li J. 2002176 (HITBC), AY934898; Machilus rimosa (Blume) Blume,
Indonesia: Cibodas Botanical Garden, Fijridiyanto VII.C. 58D (KYO), AB260888; M. shweliensis W.W. Sm., China, Yunnan, Jingdong, J. Li 2002065 (HITBC),
AY934899; M. thunbergii Sieb. & Zucc. [= Persea thunbergii (Sieb. & Zucc.) Kosterm.], #1: U.S.A., St. Louis, Missouri Bot. Gard., Chanderbali 328 (MO),
AF272327; #2: Japan, Honshu, Yasuda 1352 (MO), FM957814; M. yunnanensis Lec., China, Yunnan, Kunming Bot. Gard., Li J. 2004001 (HITBC), AY934892;
M. zuihoensis Hayata, Germany, Hamburg Bot. Gard., Rohwer s.n. (HBG), FM957815; M. sp. W14068, Vietnam, Vinh Phu, van der Werff & al. 14068 (MO),
FM957812; M. sp. W14071, Vietnam, Vinh Phu, van der Werff & al. 14071 (MO), FM957813; Mezilaurus triunca van der Werff, Peru, Amazonas, Iquitos,
Vásquez 25227 (MO), AF272287; Nectandra amazonum Nees, #1: Guyana, Essequibo, Iwokrama Reserve, Chanderbali 217 (MO), AF272289; #2: Germany,
Hamburg Bot. Gard., Rohwer s.n. (HBG), FM957816; Neolitsea levinei Merr., China, Yunnan, Mengla, Li H.-W. 29 (HITBC), AY265401; N. sericea (Blume)
Koidz., #1: Japan, Kyoto, Yasuda 1355 (MO), AF272296; #2: Germany, Hamburg Bot. Gard., Rohwer s.n. (HBG), FM957817; Nothaphoebe cavaleriei (Levl.)
Yang, #1: China, Yunnan, Shuijiang, Sun B.X. 0190 (KUN), AY934900; #2: China, Sichuan, LL [Lang Li] 20070260 (HITBC), FM957818; N. umbelliflora
(Blume) Blume, Singapore Bot. Gard., SING 2000-30, FM957819;Ocotea foetens (Aiton) Baill., Portugal, Madeira, Porto Moniz, Maas 8642 (MO), AF272300;
O. helicterifolia (Meisn.) Hemsl., Mexico, Oaxaca, Miabuatlan, Torres 11911 (MO), AF272303; O. pulchella Mart., Brazil, Minas Gerais. Fazenda Caiera, LoreaHernandez 5575 (MO), AF272312 [not AF262312, as erroneously cited in Chanderbali & al. 2001]; Parasassafras confertiflora (Meisn.) D.G.Long, #1: China,
Yunnan, Lishui Co., Li Heng 10030 (MO), AF 272321; #2: China, Yunnan, Qian Y.Y. 682 (KUN), AY265395; Persea alba Nees, Brazil, Paraná, Guartelá, Hatschbach 59099 (HBG), FM957820; Persea americana Mill., #1: U.S.A., St. Louis, Missouri Bot. Gard., Chanderbali 323 (MO), AF272322; #2: Germany,
Hamburg Bot. Gard., Rohwer s.n. (HBG), FM957821; P. areolatocostae (C.K. Allen) van der Werff, #1: Peru, Amazonas, Prov. Bagua, Yamayakat, Jaramillo
1227 (HBG), FM957822; #2: Peru, San Martín, Rioja, van der Werff 16459 (HBG), FM957823; P. borbonia Spreng., Germany, Bochum Bot. Gard., B. Kirchner
s.n. (HBG), AY934901; P. caerulea (Ruiz & Pav.) Mez., #1: Peru, Amazonas, van der Werff 14744 (MO), AF272323; #2: Peru, Pasco, Oxapampa, van der Werff
17983 (MO), FM957824; P. indica (L.) Spreng., Germany, Hamburg Bot. Gard., Rohwer s.n. (HBG), AY934902; P. lingue (Ruiz & Pav.) Nees ex Kopp, #1:
Chile, Greissl 640-99 (MJG), AF272324; #2: Chile, Prov. Quillota, Quebrada Alvarado, Zöllner 20858 (HBG), FM957825; P. meridensis Kopp, Venezuela,
Trujillo, Bocono, Cuello 943 (MO), AF272325; P. mutisii H.B.K., Colombia, Antioquia, Medellín, Zarucchi 5306 (HBG), FM957826; P. nudigemma van der
Werff, Ecuador, Zamora-Chinchipe, van der Werff & al. 19209 (MO), FM957828; P. pajonalis van der Werff, #1: Peru, Pasco, Oxapampa, Vasquez 27793 (HBG),
FM957829; #2: Peru, Pasco, Oxapampa, Monteagudo & al. 4581 (HBG), not submitted to EMBL because identical with #1; P. palustris (Raf.) Sarg., #1: U.S.A.,
Florida, Okaloosa, J.S. Miller & al. 8380 (MO), FM957830; #2: U.S.A., Florida, Leon, J.S. Miller & al. 9018 (MO), FM957831; P. schiedeana Nees, Costa Rica,
Puntarenas, Monteverde, Bello 3806 (HBG), FM957832; P. sphaerocarpa (H. Winkl.) Kosterm., Peru, Pasco, Oxapampa, van der Werff & al. 17889 (MO),
FM957837; P. steyermarkii C.K. Allen, El Salvador, Dept. Santa Ana, Bosque Nebuloso Montecristo, Los Planes, M.L. Reyna 1398 (HBG) FM957838; P. subcordata (Ruiz & Pav.) Nees, Peru, Cusco, La Convención, Vilcabamba, Ututo, Succli 1456 (HBG), FM957839; P. aff. subcordata (Ruiz & Pav.) Nees, Bolivia,
Dept. La Paz, Prov. Nor Yungas, Coroico, Beck 21834 (HBG), FM957827; P. venosa Nees, Brazil, Paraná, Bocaiuva do Sul, Rio Capivari, Silva 1400 (HBG),
FM957840; P. veraguasensis Seem., Costa Rica, Santa Maria de Dota, Burger 12085 (HBG), FM957841; P. weberbaueri Mez, Ecuador, van der Werff 21626
(MO), FM957842; P. willdenovii Kosterm., Brazil, Paraná, Quatro Barras, Roderjan 1117 (HBG), FM957843; P. sp. W14857, Peru, Amazonas, van der Werff &
al. 14857 (MO), FM957833; P. sp. W19517, Ecuador, Zamora-Chinchipe, van der Werff & al. 19517 (MO), FM957834; P. sp. W21874, Ecuador, van der Werff
21874 (MO), FM957835; P. sp. V25232, Peru, Loreto, Maynas, Vásquez & Ortiz-Gentry 25232 (MO), FM957836; Phoebe excelsa (Blume) Nees, Indonesia,
Cibodas Botanical Garden, Fijridiyanto VII.C. 60 (KYO), AB260889; Ph. formosana (Hayata) Hayata, Germany, Bonn Bot. Gard., Rohwer 156 (MJG), AF272328;
Ph. forrestii W.W. Smith, China, Yunnan, Jingdong, Li J. 2002083 (HITBC), AY934904; Ph. lanceolata (Wall. ex Nees) Nees, China, Yunnan, XTBG, Li J.
2004003 (HITBC), FM957844; Ph. macrocarpa C.Y. Wu, China, Guangxi, Guangxi Medical Botanical Garden, Li 2002207 (HITBC), FM957845; Ph. megacalyx H.W. Li, Vietnam, van der Werff 17399 (MO), FM957846; Ph. neurantha (Hemsl.) Gamble, China, Yunnan, XTBG, CJQ & ZJS [Jun-qiu Chen & Jin-shun
Zhong] 2005024 (HITBC), FM957847; Ph. puwenensis Chang, China, Yunnan, Jingdong, Li J. 2002081 (HITBC), AY934905; Ph. sheareri (Hemsl.) Gamble,
#1: Germany, Hamburg Bot. Gard. 504-86 plant #1, originally from China, Hangchow, Rohwer s.n. (HBG), FM957848; #2: Germany, Hamburg Bot. Gard. 50486 plant #2, Rohwer s.n. (HBG), FM957849; Rhodostemonodaphne crenaticupula Madriñán, Guyana, Essequibo, Iwokrama Reserve, Chanderbali 265 (MO),
AF272331; Sassafras albidum (Nutt.) Nees, #1: U.S.A., St. Louis, Missouri Bot. Gard., Chanderbali 325 (MO), AF272335; #2: Germany, Hamburg Bot. Gard.,
Rohwer s.n. (HBG), FM957850; S. tzumu (Hemsl.) Hemsl., #1: China, Hunan, Xining Co., Luo Lin-bo 1242 (MO), AF272336; #2: China, Yunnan, Li H.-W. 15
(HITBC), AY265391 [identical with preceding in all overlapping positions, therefore consensus sequence used in analysis]; Sextonia pubescens van der Werff,
Peru, Loreto, Iquitos, Vásquez 25229 (MO), AF268808; Umbellularia californica (Hook. & Arn.) Nutt., #1: U.S.A., St. Louis, Missouri Bot. Gard., Chanderbali
326 (MO), AF272337; #2: U.S.A., without locality, van der Werff s.n. (MO), AY265393.
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