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 Delivery Model Morningstar I.D.

Delaware Ivy Focused Growth

(Formerly, Ivy Focused Growth)


Delaware Ivy Focused Value

(Formerly, Ivy Focused Value)


Delaware Ivy International Core Equity ADR

(Formerly, Ivy International Core Equity ADR)


Delaware Ivy Large Cap Growth

(Formerly, Ivy Large Cap Growth)


Delaware Ivy Mid Cap Growth

(Formerly, Ivy Mid Cap Growth)


Delaware Ivy Mid Cap Income Opportunities

(Formerly, Ivy Mid Cap Income Opportunities)


Delaware Ivy Science and Technology

(Formerly, Ivy Science and Technology)


Delaware Ivy Small Cap Growth

(Formerly, Ivy Small Cap Growth)


To learn more, click here to contact our National Sales Team.


All third-party marks cited are the property of their respective owners. © 2021 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.