Rethinking the foundation of a portfolio
beyond a cave.
beyond the earth.
Sound investing doesn’t require anyone to be a philosopher or a
genius, but we believe that it sometimes helps to think beyond
boundaries. Market history teaches that taking a broader perspective
can often open up investment opportunities.
When global markets are viewed relative to one another, it provides a mechanism to
potentially enhance return by enabling a portfolio management team to focus on markets
that they believe offer the greatest opportunity. Taking a broader investment perspective
can also be a valuable telescope for portfolio risk management.
Our seven decades of market insight, observations and experience teach us that the global
economy no longer revolves around the U.S. Our portfolio managers* average 22 years of
investment experience, with 14 years at our firm. Our investment professionals leverage
what they have learned in an effort to deliver value to investors.
* The Ivy Funds are managed by Ivy Investment Management Company and distributed by
its subsidiary, Ivy Funds Distributor, Inc.
Part I of V
The cornerstone of your portfolio should rest upon a
fund that you’re comfortable putting your investment
assets into during uncertain times. To maximize your
long-term growth potential, consider broadening your
investment base beyond large U.S. companies.
your boundaries. Change Challenge Solution
Global flexibility Centering a portfolio A flexible investment
is the hallmark around U.S. large cap approach that invests
of 21st Century equities may limit access in multiple markets,
business. to additional opportunities focusing on those
in a rapidly changing, companies that may
multi-asset class, global offer the greatest
With so much economic growth happening beyond market environment. probability of return.
our borders these days, we think it makes sense to
review your portfolio with your financial advisor to Broader opportunities await you
assess how well you have allocated and diversified To learn more about how to begin Thinking Beyond Boundaries, talk
to your financial advisor.
Investors should consider the investment objectives, risks, charges
and expenses of a fund carefully before investing. For a prospectus
Ask yourself if your holdings are too dependent on containing this and other information for the Ivy Funds, call your
one market or asset class. Generally speaking, most financial advisor or visit us online at www.ivyfunds.com. Please read
U.S. investors have a lower percentage of their the prospectus carefully before investing.
investment portfolio allocated globally compared Consider all factors
with investors in other countries. As with any mutual fund, investment return and principal value of an
investment will fluctuate, and shares, when redeemed, may be worth
more or less than their original cost. ● International investing
involves additional risks, including currency fluctuations, political or
economic conditions affecting the foreign country, and differences in
Be smart. accounting standards and foreign regulations. ● Diversification and
asset allocation do not guarantee a profit or protect against loss in a
Contact your financial advisor today. declining market. They are methods used to help manage risk.
Ivy Funds Distributor, Inc. TMF5212 (04/06)