SEPARATELY MANAGED ACCOUNTS – MODEL DELIVERY

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.