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Tmf5212 Rethinking Portfolio


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Tmf5212 Rethinking Portfolio

  1. 1. Beyond Boundaries... Rethinking the foundation of a portfolio Plato thought beyond a cave. Copernicus thought beyond the earth. Einstein thought beyond space and time. 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
  2. 2. 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. Look beyond ▲ 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. your assets. 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 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)