Americas Gold and Silver (USA) Proxy filing summary

Executive summary

• The 2026 Joint Annual Meeting will be held on August 26, 2026, to vote on a new portfolio management agreement for the Equity Fund and to elect trustees/directors for both the Equity and Growth Funds.

• Shareholders of record as of June 11, 2026, are eligible to vote, with proxy materials distributed by mail and online.

• The Boards unanimously recommend voting FOR all proposals on the agenda.

Voting matters and shareholder proposals

• Proposal 1 seeks approval of a new Portfolio Management Agreement among the Equity Fund, ALPS Advisors, Inc., and Loomis, Sayles & Company, L.P.

• Proposal 2 is the election of two Trustees for the Equity Fund; Proposal 3 is the election of two Directors for the Growth Fund, each to serve three-year terms.

• Shareholders may submit proposals for future meetings, with specific deadlines and requirements outlined in the By-Laws.

Board of directors and corporate governance

• Both Funds are overseen by Boards composed entirely of Independent Trustees/Directors, with Thomas W. Brock serving as Chairman.

• The Boards meet regularly, conduct annual self-evaluations, and have established Audit and Nominating & Governance Committees.

• Nominees for election have extensive experience in investment management, legal, and financial oversight.

• Shareholders can communicate directly with the Boards or individual Trustees/Directors.