|2005 Market St. , Philadelphia, PA 19103|
|Fund Manager||Chace Brundige|
|Manager Tenure||7 Years 1 Months|
To seek to provide total return. Ivy Asset Strategy Fund seeks to achieve its objective by allocating its assets among different asset classes of varying correlation around the globe.IICO begins its investment process by investing a portion of the Funds assets in global equity securities that IICO believes can out perform the Funds benchmark index, the MSCI ACWI Index, over a full market cycle (the Equity Sleeve). IICO then invests the Funds remaining assets in various additional asset classes, including global fixed-income securities, United States Treasury (Treasury) instruments, precious metals,commodities and cash (the Diversifying Sleeve), which seek to provide returns to the Fund while having less correlation to the Equity Sleeve. IICO may allocate the Funds investments among these different asset classes in different proportions at different times, but generally seeks to invest50%-80% of the Funds total assets (with a long-term target of approximately 65%) in the Equity Sleeve and 20%-50% of the Funds total assets (with a long-term target of approximately 35%) in the Diversifying Sleeve.
|Asset Type||% Of Allocation|
|Total Net Assets||1.60 B|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$0|
|Timeframe||Average Annual Current Performance Monthly As Of 08/31/2021||Average Annual Current Performance Quarterly As Of 06/30/2021||Avg Annual Current Performance Monthly As Of 08/31/2021||Avg Annual Current Performance Quarterly As Of 06/30/2021|
|Life Of Fund||
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