ALPS/CoreCommodity Management CompleteCommodities Strategy Fund Class A (JCCSX)

Overview

The fund operates as an investment vehicle that aims to achieve its investment objective by focusing on the natural resources sector. It employs a strategy that combines both direct and indirect investments in equity securities of companies involved in the natural resources industry, also referred to as Commodity Equity Investments. Furthermore, the fund seeks exposure to the commodity markets through commodity futures-linked derivative instruments. This approach allows the fund to position itself within the commodity space, potentially offering investors unique opportunities related to natural resource companies.

Products and Services

• Commodity Equity Investments

  This service entails investing directly or indirectly in equity securities of natural resource companies. These investments aim to capture the growth and profit potential of companies engaged in the extraction, production, and marketing of commodities. By focusing on this sector, the fund seeks to leverage the sector's dynamics for potential investment returns.

• Commodity Futures-Linked Derivative Instruments

  As part of its strategy to obtain exposure to the commodity markets, the fund integrates commodity futures-linked derivative instruments. These financial instruments are designed to track the performance of commodities without requiring the physical holding of the assets. This method provides a pathway for the fund to gain exposure to commodity price movements, diversifying its investment approach and potentially mitigating risks associated with direct commodity investments.