Ivy Investments

Ivy Investments

As of April 30, 2021, Ivy Investment Management Company is now part of Macquarie Asset Management. Please see news release for additional details.

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IYGIX	Large Cap Growth	Track Fund
IYMIX	Mid Cap Growth	Track Fund
IVBIX	Securian Core Bond	Track Fund
IVOIX	Mid Cap Income Opportunities	Track Fund
IPOIX	Systematic Emerging Markets Equity	Track Fund
IVHIX	High Income	Track Fund

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Ivy offers model delivery for nine equity strategies

Nine strategies are available in a model-delivery format, to be available in SMA and UMA accounts, providing advisors and investors a new way to access Ivy’s strategies.

Ivy InvestEd^SM 529 Plan

A flexible, tax-advantaged 529 plan that allows you to invest for future education goals.

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Ivy Investments is now a part of Macquarie Asset Management

As of April 30, 2021, Ivy Investment Management Company is now part of Macquarie Asset Management. Macquarie Asset Management (MAM) provides specialist investment solutions to clients across a range of capabilities including infrastructure & renewables, real estate, agriculture, transportation finance, private credit, equities, fixed income, and multi-asset solutions.

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Past performance is no guarantee of future results.

Nothing in this website should be considered a solicitation to buy or an offer to sell such products and services in any jurisdiction where the offer or solicitation would be unlawful under the laws of such jurisdiction.

Significant Event On December 2, 2020, Waddell & Reed Financial, Inc., the parent company of Ivy Investment Management Company, the investment adviser of the Ivy Funds, and Macquarie Management Holdings, Inc., the US holding company for Macquarie Group Limited’s US asset management business (“Macquarie”), announced that they had entered into an agreement whereby Macquarie would acquire the investment management business of Waddell & Reed Financial, Inc. (the “Transaction”). The Transaction closed on April 30, 2021. The Ivy Funds, as part of Delaware Funds by Macquarie, are now managed by Delaware Management Company and distributed by Delaware Distributors, L.P.

Before investing, investors should consider carefully the investment objectives, risks, charges and expenses of a mutual fund or portfolio. This and other important information is contained in the prospectus and summary prospectus, which may be obtained here or from a financial professional. Read it carefully before investing.

Macquarie Asset Management (MAM) is the asset management division of Macquarie Group. MAM, through its affiliates, operates as a full-service asset manager offering a diverse range of products. Macquarie Investment Management (“MIM”) is the marketing name for certain companies comprising the asset management division of Macquarie Group. Investment products and advisory services are distributed and offered by and referred through affiliates which include Delaware Distributors, L.P., a registered broker/dealer and member of the Financial Industry Regulatory Authority (“FINRA”) and Macquarie Investment Management Business Trust (“MIMBT”), a Securities and Exchange Commission (“SEC”)-registered investment advisor. Investment advisory services are provided by a series of MIMBT. Macquarie Group refers to Macquarie Group Limited and its subsidiaries and affiliates worldwide. Delaware Funds by Macquarie refers to certain investment solutions that MIM distributes, offers, refers, or advises.

IVY INVESTMENTS℠ refers to the investment management and investment advisory services offered by MIMBT through its various series.

Other than Macquarie Bank Limited (MBL), none of the entities noted are authorized deposit-taking institution for the purposes of the Banking Act 1959 (Commonwealth of Australia). The obligations of these entities do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of these entities, unless noted otherwise.

© 2021 Macquarie Management Holdings, Inc.

Not FDIC Insured • No Bank Guarantee • May Lose Value

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