ALPS | CoreCommodity Management CompleteCommodities Strategy Fund Class C (JCRCX)

Overview

The fund is dedicated to providing its investors with exposure to the commodities market through a diversified investment approach. By focusing on investing in both equity securities of natural resource companies and commodity futures-linked derivative instruments, the fund aims to achieve its investment objective under normal circumstances. This dual approach allows the fund to directly or indirectly engage in the commodities market, offering a balanced mix of commodity-related equity investments and exposure to commodity futures. The fund's strategy is designed to cater to investors seeking to diversify their portfolio with commodities while mitigating the risks associated with direct commodity investments.

Products and Services

• Commodity Equity Investments

  The fund invests in equity securities of companies engaged in the extraction, production, and distribution of natural resources. This component of the fund's portfolio focuses on capturing the growth potential of natural resource companies, benefiting from their expertise in the commodities sector. By investing in a range of companies, from those involved in mining and energy production to agriculture, the fund seeks to provide investors with broad exposure to the commodity markets, leveraging the potential for capital appreciation as market conditions evolve.

• Commodity Futures-Linked Derivative Instruments

  To enhance its exposure to the commodities market and manage risk, the fund incorporates commodity futures-linked derivative instruments into its investment strategy. These instruments allow the fund to gain exposure to commodity prices without the need for direct investment in physical commodities. Through the use of futures contracts and other derivatives, the fund can speculate on the future prices of commodities or hedge against potential price volatility, providing a level of risk management and the potential for additional returns. This approach enables the fund to participate in the commodities market's dynamics while mitigating the risks inherent in direct commodity investments.