Ivy Investments offers seven strategies in a model-delivery format. These portfolios are available in third-party retail separately managed accounts (SMA) and unified managed accounts (UMA). Each model portfolio utilizes the same investment process and approach as similar respective strategies managed by Ivy Investment Management Company, including retail mutual funds in the Ivy Funds family. The models do not invest in derivatives or non-U.S. listed securities.

Model Delivery Portfolio1 Model Morningstar I.D.

Ivy Energy

F000011DSQ

Ivy Focused Growth

F000011DSR

Ivy Focused Value

F000011DSS

Ivy Mid Cap Growth

F000011DST

Ivy Mid Cap Income Opportunities

F000011DSU

Ivy Science and Technology

F000011DSV

Ivy Small Cap Growth

F000011DSX

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1Strategies are only provided through separately managed accounts program sponsors.