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ALPS | Sterling ETF Tactical Rotation Fund Launches With Goal of Delivering Upside Participation With Reduced Volatility
Unique Investment Approach Seeks to Combine Global Asset Allocation,
Cash,
and High Conviction
Denver, CO - July 1, 2014 - ALPS, a DST Company focused on asset servicing and asset gathering, today announced the launch of the ALPS Sterling ETF Tactical Rotation Fund, a new fund that attempts to provide investors lower volatility, downside mitigation and better upside participation.
The Fund seeks to track the Sterling Tactical Rotation Index, a high conviction, global tactical index that employs an equal weighted strategic rotation model, trading between six broad-based asset classes: U.S. stocks, International stocks, REITs, Bonds, Commodities, and Cash.
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ALPS Insights
A Primer on MLP Funds
Investors have been attracted to the Master Limited Partnership (MLP) sector in recent years due to its attractive yield, low correlation to stocks and bonds and built-in inflation protection. There are multiple ways to access the MLP sector, including direct investing through individual MLPs and through MLP Funds.
This ALPS Insight provides more information on MLP Funds, including their advantages and disadvantages compared to direct investing, as well as an analysis of the factors to consider when choosing the most appropriate way to access MLPs.
Read More >>Letter from Chuck Clough
The Clough Global Allocation Fund posted a total return at net asset value of 1.1% for the calendar first quarter 2014. The S&P 500 and the MSCI World Index returned 1.8% and 1.4% respectively, over the same period. Additionally, $0.62 per share in distributions was paid during the quarter, so the Fund's total return to shareholders, including reinvested dividends, based on a market price was 2.7%. As of March 31, 2014, the Fund had an annualized dividend distribution rate on the market price of 8.3%.
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