The Fund seeks investment results that correspond (before fees and expenses) generally to the performance of the Sterling Tactical Rotation Index (the Index).
Principal Investment Strategies of the Fund
The Fund will seek to achieve its investment objective by investing, under normal market conditions, at least 80% of its net assets in ETFs, using the rotation strategy employed for the Index. The rotation strategy employed for the Index seeks to provide absolute returns during all market cycles or conditions by employing an equally weighted strategic rotation model, allocating among ETFs with broad exposure in each of the Index’s six potential asset classes.
The Fund does not necessarily purchase all of the ETFs in the Index. Rather, the Fund purchases various combinations of one or more ETFs comparable to those in the Index in seeking performance which corresponds to that of the Index.
Sterling Global Strategies’ (SGS) unique approach that uses global asset allocation, cash as an asset class and high conviction has the following potential benefits:
Possible reduction of market volatility
Potential loss mitigation during broad market collapses
Upside participation during bull markets
Past performance does not guarantee future results. An investor should consider the investment objectives, risks, charges and expenses carefully before investing. This Fund is not suitable for all investors. The Fund is “non-diversified” and will generally be more volatile than diversified funds. The ALPS | Sterling ETF Tactical Rotation Fund is new and has limited operating history. For a prospectus, please call 866.675.2639. Not FDIC Insured · No Bank Guarantee · May Lose Value ALPS Portfolio Solutions Distributor, Inc. is not affiliated with Sterling Global Strategies LLC.