ALPS Global Opportunity Portfolio
Historical Performance
Objective And Strategy
ObjectiveThe Portfolio will seek to maximize total return, which consists of appreciation on its investments and a variable income stream.
Strategy
To achieve its objective, the Portfolio will invest at least 80% of its net assets in securities of U.S. and non-U.S. companies, including those in emerging markets, listed on a national securities exchange, or foreign equivalent, that have a majority of their assets invested in or exposed to private companies or have as their stated intention to have a majority of their assets invested in or exposed to private companies (“Listed Private Equity Companies”). Although the Portfolio does not invest directly in private companies, it will be managed with a similar approach: identifying and investing in long-term, high-quality Listed Private Equity Companies.
Principle Risks
N/A
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Global Equity10/2014
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Documents
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Fund Family Summary Prospectus
Updated 05-01-2021
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Fund Annual Report
Updated 12-31-2020
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Fund Prospectus
Updated 05-01-2021
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Fund SAI
Updated 05-01-2021
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Fund Family Summary Prospectus