Flexible Investment Structures to Access Diverse Investors:
EMG serves non-US high net worth investors through leading global and local intermediaries (private banks, securities firms, wealth managers), whose financial advisors/wealth managers – our clients – have the investor relationships. Therefore, it is incumbent upon EMG to provide relevant and timely investment offerings that address the needs of these advisors. EMG interacts with the advisors through EMG sales professionals – both senior level client facing personnel, as well as “internal wholesalers” that leverage our sales coverage.
EMG provides a range of investment product structures, encompassing open and closed end funds (UCITS) that embed traditional and alternative strategies as well as investment companies domiciled in Luxembourg and Delaware (and other jurisdictions) that are privately placed with sophisticated and qualified institutional investors. EMG’s marketers have deep relationships with selected institutional investors; this access is opportunistically enhanced through specialist third party marketers.
The investment managers who sub-advise our Luxembourg-based UCITS funds, as well as those with whom we have exclusive distribution relationships, are carefully selected utilizing qualitative and quantitative criteria, including leveraging our wide-ranging contacts in the asset management industry.
Our managers encompass a full range of core and specialty strategies:
Global Tactical Asset Allocation
Global High Income – US Dollar
EM Small Cap Equities
Brazil All-Cap Equities
India All-Cap Equities
US Long-Short Equities
Asian Local Currency Debt
Latam Local Currency Debt
Brazil Sustainable Energy (a closed end listed fund)
The information on this website is approved for publication by Ivy Distributors, Inc., dba Ivy Global Investors℠, and includes information about Ivy Global Investors Funds SICAV, which is an umbrella fund with segregated liability between its sub-funds (including the Ivy Global Investors Funds) organized under Luxembourg law, subject to provisions of Part 1 of the Law of 2010. It is regulated by the Commission de Surveillance du Secteur Financier (“CSSF”) as an undertaking for collective investment in transferable securities (“UCITS”). Ivy Global Investors Fund is not registered in the United States of America under the Investment Company Act of 1940, nor have shares of the Ivy Global Investors Fund been registered in the United States of America under the Securities Act of 1933. Ivy Investment Management Company is the global distributor of the Ivy Global Investors Fund SICAV.
IVY INVESTMENTS® refers to the investment management and investment advisory services offered by Ivy Investment Management Company, the investment manager and global distributor of the IVY GLOBAL INVESTORS FUNDS℠, a range of sub-funds of IVY GLOBAL INVESTORS FUNDS℠ SICAV, an umbrella UCITS fund domiciled in Luxembourg. Ivy Distributors, Inc. is a sub-distributor of IVY GLOBAL INVESTORS FUNDS℠ to the U.S. NRC market.
Ivy Global Investors Funds are offered solely to non-U.S. investors under the terms and conditions of the Fund’s current prospectus. Investors should consider the investment objectives, risks, charges and expenses carefully before investing. The prospectus and applicable Key Investor Information Documents (KIID) contains important information about the Funds and should be read carefully before investing. Copies of these documents for the Funds may be obtained by contacting your financial professional.
IVY GLOBAL INVESTORS FUNDS℠ are offered solely to certain non-U.S. investors and, under limited circumstances, in transactions exempt from the registration requirements of the Securities Act, in reliance upon Regulation S and other applicable laws, under the terms and conditions of the current prospectus of IVY GLOBAL INVESTORS FUNDS℠ SICAV. Before investing, investors should consider carefully the investment objectives, risks, charges and expenses. This and other important information is contained in the prospectus and applicable Key Investor Information Document (KIID), which may be obtained here or by calling our desk at 800-532-2780. Please encourage your clients to read it carefully before investing.
The information on this website is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security that may be referenced on or through this website. Unless otherwise specified, it is not intended to be directed to any person(s) in particular. Information from this website must not be used in any jurisdiction where prohibited by law and must not be used in a way that would be contrary to local law or legislation. No investment, advice, tax advice, or legal advice is provided through this website, and you agree that this website will not be used by you for these purposes. No representation is given that shares, products, or services identified on or accessible through this website are sutiable for any particular investor. An investment in the Ivy Global Investors Fund SICAV is not available to investors in all jurisdictions; among others, it is not available to U.S. Persons.
Important Legal Information
This website is owned and operated by Ivy Funds Distributor Inc. (“IFDI”). Before continuing, please read the following important information and confirm that you have read and agree to these provisions and the Terms and Conditions of Use of this website.
The information on this website is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security that may be referenced on or through this website. Unless otherwise specified, it is not intended to be directed to any person(s) in particular. Information from this website must not be used in any jurisdiction where prohibited by law and must not be used in a way that would be contrary to local law or legislation. No investment advice, tax advice, or legal advice is provided through this website, and you agree that this website will not be used by you for these purposes. No representation is given that shares, products, or services identified on or accessible through this website are suitable for any particular investor. An investment in the Ivy Global Investors Fund SICAV is not available to investors in all jurisdictions; it is not available to U.S. Persons.
If you are a citizen or resident of the United States, please go to ivyfunds.com.
Terms and Conditions of Use
Please read this section before proceeding, as it explains certain restrictions imposed by law on the distribution of this information and the countries in which the sub-funds of the Ivy Global Investors Fund SICAV are authorized for sale.
General Terms. The information on this Website is approved for publication by IFDI and includes information about Ivy Global Investors Fund SICAV, which is an umbrella fund with segregated liability between its sub-funds and is regulated by the Commission de Surveillance du Secteur Financier (“CSSF”) as an undertaking for collective investment in transferable securities (“UCITS”).
Nothing contained within this Website should be construed as investment advice. An investment in the sub-funds of the Ivy Global Investors Fund SICAV may not be suitable for all investors and should only be made on the basis of a fund’s prospectus, supplement, and Key Investor Information Documents (“KIIDS”) and their terms and conditions. No warranty or representation is made with respect to the information contained in this Website, including, without limitation, that the information is accurate, complete or timely. To the best of your knowledge, after due inquiry, you are permitted by the laws of your jurisdiction of residence to access this Website and the information contained herein. None of the information, whether in part or full, should be copied, reproduced or redistributed in any form nor should it be regarded as an offer or a solicitation of an offer for investment in countries in any jurisdiction in which such an offer or solicitation is not lawful.
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Links.This Website may have links to third party websites, which are not under the control of IFDI. None of IFDI, its affiliates, or Ivy Global Investors Fund SICAV will incur any liability for any content, service, product or material offered through any linked Website. You access third party linked websites at your own risk.
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In order to properly execute your transactions, we may collect personal information, such as your name, address and social security number, from the applications or other forms that you complete, through your use of our website, and from market research companies. We also may collect information about your transactions with us or others, such as your account balance and investment and transaction history.
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We protect the integrity and privacy of your information in a number of ways. We restrict access to nonpublic personal information about you to those employees who need to know that information to provide products or services to our customers. We maintain physical, electronic and procedural safeguards to guard your nonpublic personal information.
General Risk Factors
Performance data quoted reflect past performance and are no guarantee of future results. Please note that the price of shares and the income from them can fall as well as rise and you may not get back the amount originally invested. Income receivable may vary from the amount of income projected at the time of making the investment.
Exchange rate fluctuations may affect the value of an investment and any income derived from it.
If you exercise any right to redeem, you may not get back the amount initially invested if the share price has fallen since you invested.
There can be no guarantee that the tax position or proposed tax position prevailing at the time of the investment will not change.
Dividends and capital gains on shares issued by sub-funds of Ivy Global Investors Fund SICAV may be subject to withholding taxes imposed by the countries in which each particular sub-fund invests.
The list of risk factors is not exhaustive and you should refer to the Prospectus and Supplements for additional risk factors pertaining to each relevant sub-fund.