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We stand for a legacy of expertise, focused on delivering strong, long-term results. Our name reflects our progressive product offerings and growing global presence as we continue to adapt to the needs of investors.
Ivy Investments offers nine strategies in a model-delivery format. These strategies are available in third-party retail separately managed accounts (SMAs) and unified managed accounts (UMAs). Each SMA 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 SMAs do not invest in derivatives or non-U.S. listed securities.
| SMA - Model Delivery1 | Model Morningstar I.D. |
|---|---|
|
Ivy Energy |
F000011DSQ |
|
Ivy Focused Growth |
F000011DSR |
|
Ivy Focused Value |
F000011DSS |
|
Ivy International Core Equity ADR |
F0000152LI |
|
Ivy Large Cap Growth |
F0000152LH |
|
Ivy Mid Cap Growth |
F000011DST |
|
Ivy Mid Cap Income Opportunities |
F000011DSU |
|
Ivy Science and Technology |
F000011DSV |
|
Ivy Small Cap Growth |
F000011DSX |
To learn more, click here to contact our National Sales Team.
1Strategies are only provided through separately managed accounts program sponsors.
