Welcome!

We are very pleased to welcome you to the ALPS family. As previously announced and recently approved through a shareholder vote, ALPS Advisors, Inc., a subsidiary of ALPS Holdings, has become the new advisor of the Activa Value Fund. It is with great pleasure that we welcome you to the ALPS community – a full-service financial services partner since 1985 who continually strives to achieve exceptional customer service. ALPS Advisors, Inc., currently acts as Advisor for 11 funds with almost $1.25 Billion in assets under management.

We are enthusiastic about the prospects ahead and look forward to earning your loyalty and support as our newest Shareholder.

We are excited to let you know that Wellington Management Company, LLP, will continue to manage the investment portfolio as the Fund’s Sub-Advisor. With approximately $448 billion in client assets under management, Wellington serves as an investment advisor to more than 1,500 institutions located in over 40 countries. Describing themselves as a collection of teams that create solutions designed to respond to specific client needs. Their most distinctive strength is their proprietary, independent research, which is shared across all areas of the organization and used only for managing their clients’ portfolios. Click here to read more >>

The Activa Value Fund is currently the only mutual fund available that uses Wellington's Value Intersection investment approach.>>