10/20/2014

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About the Crystal Strategy Family of Funds

Brinker Capital introduced the Crystal Strategies in 2008 with the launch of a Separately Managed Account developed as a solution for investors seeking an absolute return offering in an accessible and convenient structure. After five years of implementing the strategy, Brinker Capital is introducing mutual funds which implement the same strategy: The Crystal Strategy Family of Funds.

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as of 10/20/2014
  • Crystal Strategy Absolute Income Fund

      Class A CSTFX Class I CSTNX Class R CSTTX
    NAV $10.02 $10.01 $9.95
    Change $0.01 $0.01 $0.01
  • Crystal Strategy Absolute Return Fund

      Class A CSRAX Class I CSRNX Class R CSRTX
    NAV $9.45 $9.49 $9.44
    Change $-0.01 $-0.01 $-0.01
  • Crystal Strategy Leveraged Alternative Fund

      Class A CSLFX Class I CSLNX Class R CSLTX
    NAV $9.35 $9.37 $9.33
    Change $-0.01 $-0.01 $-0.01

The Crystal Strategy Fund is not suitable for all investors. Subject to investment risks, including possible loss of the principal amount invested.

The Crystal Strategy Fund is subject to several risk factors which are explained by clicking here.

Borrowing Risk. Borrowing creates leverage. It also adds to Fund expenses and at times could cause the Fund to sell securities when it otherwise might not want to.

Foreign Investment Risk. The Fund faces the risks inherent in foreign investing. Adverse political, economic or social developments could undermine the value of the Fund’s investments or prevent the fund from realizing their full value. Financial reporting standards for companies based in foreign markets differ from those in the united States. Additionally, foreign securities markets generally are smaller and less liquid than U.S. markets. To the extent that the Fund invests in non-U.S. dollar denominated foreign securities, changes in currency exchange rates may affect the U.S. dollar value of foreign securities or the income or gain received on these securities.

High Yield Risk. High-yield, lower-rated, securities involve greater risk than higher-rated securities or the income or gain received on these securities.

Leverage Risk. Leverage risk is the risk that the use of leverage can amplify the effects of market volatility on the Fund’s share price and may also cause the Fund to liquidate portfolio positions when it would not be advantageous to do so in order to satisfy its obligations.

Short Sale Risk. If the Fund sells a security short and subsequently has to buy the security back at a higher price, the Fund will lose money on the transaction. Any loss will be increased by the amount of compensation, interest or dividends and transaction costs the Fund must pay to a lender of the security. The amount the Fund could lose on a short sale is theoretically unlimited (as compared to a long position, where the maximum loss is the amount invested). The use of short sales, which has the effect of leveraging the Fund, could increase the exposure of the Fund to the market, increase losses and increase the volatility of returns.

Diversification does not eliminate risk.

An investor should consider investment objectives, risks, charges and expenses carefully before investing. Click the link to obtain a Prospectus which contain this and other information, or call 1.855.572.1722. Read the Prospectus carefully before investing. An investment in the Fund involves risk, including possible loss of principal.

The Crystal Strategy Family of Funds are distributed by ALPS Distributors, Inc., 1290 Broadway, Ste. 1100, Denver, CO 80203.

Separately managed accounts and related investment advisory services are provided by Brinker Capital. ALPS is not affiliated with Brinker Capital and does not distribute separately managed accounts.

This funds are new and have limited operating history.

Not FDIC Insured - No Bank Guarantee - May Lose Value