Ivy Global Investors has introduced three new funds, broadening its lineup of options available to UCITs investors. Effective Dec. 31, 2015, the following three funds joined five existing funds:

  • Ivy Global Investors Balanced Fund: seeks to provide total return by investing primarily in a balanced mix of equities of medium to large U.S. companies, debt or preferred securities and short-term instruments, typically within moderate asset allocation ranges, depending on market conditions.
  • Ivy Global Investors Emerging Markets Equity Fund: will primarily invest in equity securities of companies from countries considered to be emerging markets or those that are economically linked to emerging markets.
  • Ivy Global Investors Energy Fund: will primarily invest in the equity of companies around the world that are within the energy sector or that develop products and services to enhance energy efficiency.

“The addition of these funds is another step in expanding our offering to clients in key markets globally,” said Thomas W. Butch, president and CEO of Ivy Funds Distributor, Inc. “Ivy Global Investor's lineup now includes eight funds that mirror investment strategies that have been marketed successfully and resonated with investors in the United States.”

Jeffrey J. Toussaint, Head of Business Development for Ivy Global Investors, said, “Each of these products addresses distinct investor needs and is indicative of the breadth of Ivy’s investment management capability. These funds allow us to further meet the diverse needs of investors in key markets around the world.”

Existing Ivy Global Investors funds include U.S. Large Cap Growth, U.S. Mid Cap Growth, High Income, Science and Technology, and the flexible allocation Asset Strategy Fund. All are sub-funds of Ivy Global Investors Fund SICAV.

Ivy Global Investors Fund SICAV, formerly known as Selector Management Fund, is an umbrella fund with segregated liability between its sub-funds organized under Luxembourg law, subject to the provisions of Part 1 of the Law of 2010. It is regulated by the Commission de Surveillance du Secteur Financier as an undertaking for collective investment in transferable securities. Ivy Global Investors Fund is not registered in the United States of America under the Investment Company Act of 1940, nor have the shares of the Fund been registered in the United States of America under the Securities Act of 1933.

Ivy Investment Management Company is the global distributor of Ivy Global Investors Fund. Ivy Funds Distributor, Inc., an affiliate of Ivy Investment Management Company, is a sub-distributor. Ivy Investment Management Company and Ivy Funds Distributor, Inc. are subsidiaries of Waddell & Reed Financial, Inc. (NYSE: WDR). Through its subsidiaries, Waddell & Reed Financial, Inc. provides investment management and financial planning services to clients throughout the U.S. The firm had approximately $106 billion in total assets under management at Sept. 30, 2015.

This information is directed solely at persons in jurisdictions where the funds and relevant share classes are registered or who may otherwise lawfully receive it. Before investing, investors should review the funds’ full prospectus, together with the applicable Key Investor Information Document (KIID) and the most recent financial statements and consider the investment objectives, risks, charges and expenses carefully before investing. Copies of these documents, including the latest annual report and, if issued thereafter, the latest semi-annual report, may be obtained free of charge by visiting www.ivyglobalinvestors.com or in printed form by contacting the local distributor in the jurisdictions in which the funds are authorized for distribution. Any entity responsible for forwarding this material to other parties takes responsibility for ensuring compliance with applicable securities laws.

The material presented in this document is provided for informational purposes only and should not be deemed as investment advice or as a recommendation to buy or sell the securities mentioned or the securities in the industries shown. This is not an offer to sell or a solicitation to buy shares in the Fund.