Wed, 02/07/2014 - 10:00
ALPS has launched the ALPS Sterling ETF Tactical Rotation Fund, which 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: US stocks, international stocks, REITs, bonds, commodities, and cash.
Sterling Global Strategies, a California-based investment advisor, will serve as the fund’s sub-advisor.
ALPS, a specialist in satellite and alternative investment strategies including MLPs, REITs, commodities and listed private equity, will serve as the fund’s advisor.
Tom Carter, president of ALPS Advisors, says: “Most tactical strategies tend to be low conviction or narrow in scope, meaning they seek to offer either downside mitigation or upside potential. The ALPS Sterling ETF Tactical Rotation Fund has been designed to pursue both. We were impressed with Sterling’s track record and are excited to be able to offer their tactical rotation index as a mutual fund.”
The fund will apply Sterling’s Tactical Rotation Index investment methodology to tactically select the top two asset classes each month. Once the asset classes are determined, the portfolio is constructed by investing in the corresponding class of exchange traded funds. The fund can invest 100 per cent of assets in cash during broad market declines.
The fund will seek investment results that correspond generally to the performance of the Sterling Tactical Rotation Index.
The ALPS Sterling ETF Tactical Rotation Fund will be available in three classes—A Shares (ETRAX), C Shares (ETRCX), and I Shares (ETRIX).
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