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ALPBX

ALPS Balanced Opportunity Fund

Summary Prospectus Statutory Prospectus Statement of Additional Information

SS&C ALPS Advisors is an open architecture boutique investment manager offering portfolio building blocks, active insight and an unwavering drive to guide clients to investment outcomes across sustainable income, thematic and alternative growth strategies.

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Important Considerations

An investor should consider the investment objectives, risks, charges and expenses carefully before investing. To obtain a prospectus containing this and other information, call 1-866-759-5679 or click here. Read the prospectus carefully before investing.

All investments are subject to risks, including the loss of money and the possible loss of the entire principal amount invested. Additional information regarding the risks of an investment is available in the prospectus.

The Funds described on this website are offered to United States (US) residents only. Information on this site should not be considered a solicitation to buy or an offer to sell a security to any persons outside the United States.

With the exception of the closed-end funds listed on this website, ALPS Distributors, Inc. and/or ALPS Portfolio Solutions Distributor, Inc., 1290 Broadway, Suite 1000, Denver, CO 80203, is the distributor for the open-end mutual funds, variable insurance trusts and exchange-traded funds on this website.

ALPS Advisors, Inc., ALPS Distributors, Inc., ALPS Portfolio Solutions Distributor, Inc., and ALPS Fund Services, Inc. are subsidiaries of ALPS Holdings, Inc. ALPS Distributors, Inc. and ALPS Portfolio Solutions Distributor, Inc. are registered broker-dealers and FINRA members.

Not FDIC Insured • No Bank Guarantee • May Lose Value