About LPERX
The ALPS Global Opportunity Fund Class R is an open-end mutual fund designed to provide investors with exposure to global companies exhibiting flexible and effective capital allocation strategies. Its primary objective is to maximize total return, combining capital appreciation with a variable income stream. The fund employs an unconstrained approach, investing at least 80% of its assets in securities of U.S. and international companies, including those in emerging markets, that either directly or indirectly invest in private companies or pursue strategies akin to listed private equity firms. The portfolio blends both growth and value equities across diverse market capitalizations, and often utilizes derivatives such as futures, forwards, options, and swaps to enhance flexibility and access. Notably, its holdings are concentrated in financial services and listed private equity sectors, reflecting its focus on companies with consistently high returns on invested capital. The ALPS Global Opportunity Fund Class R serves as a global equity allocation within diversified portfolios, aiming to deliver risk-adjusted returns through fundamental and quantitative analysis. Managed by ALPS Advisors, Inc. since its inception in 2007, the fund is guided by experienced portfolio management and benchmarks its performance against the Morningstar Developed Markets Index.
Fund Family ALPS
Category World Small/Mid Stock
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol LPERX
Share Class Class R
Index Index is not available on Lipper Database
LPERX had a total return of -8.27% in the past year, including dividends. Since the fund's
inception, the average annual return has been 15.79%.
