Ivy Funds - The Infinite Loop

The Infinite Loop

Consider Ivy Funds to Tap the Power of Big Ideas

Growth and change are everywhere as the world’s economic needs evolve and the opportunities for the right companies emerge. Investors could be in a position to benefit from strategies centering on key issues that we are calling The Infinite Loop. Learn more about these four investing concepts – and what they could mean for you and your portfolio.

Reshape your portfolio with asset allocation solutions.

Ivy Funds offers a range of options, some of which will provide more concentrated access to certain sectors, and some may offer broader exposure. Ivy Asset Strategy Fund, for example, has a “go anywhere” mandate that may focus on all of the above ideas at times, or may not at other times. Work with your advisor to find an appropriate mix of mutual funds designed to help you achieve your investing goals. These funds are professionally managed with market risks in mind and can be used in portfolios that are highly adaptable to your personal financial plan.

Global Rebalancing - Look to benefit from a shift in growth toward developing markets

Ivy Asset Strategy Fund (WASAX)
Ivy Global Bond Fund (IVSAX)
Ivy International Core Equity Fund (IVIAX)
Ivy Managed European/Pacific Opportunities Fund (IVMAX)
Ivy Managed International Opportunities Fund (IVTAX)

Raw Materials & Resources - Invest in the essential elements of global growth

Ivy Asset Strategy Fund (WASAX)
Ivy Energy Fund (IEYAX)
Ivy Global Natural Resources Fund (IGNAX)

Innovation & Transformation - Put change to work for you

Ivy Asset Strategy Fund (WASAX)
Ivy Science and Technology Fund (WSTAX)

Great American Companies - Harvest growth potential that’s born in the USA

Ivy Asset Strategy Fund (WASAX)
Ivy Capital Appreciation Fund (WMEAX)
Ivy Dividend Opportunities Fund (IVDAX)
Ivy Large Cap Growth Fund (WLGAX)

Investors should consider the investment objectives, risks, charges and expenses of a fund carefully before investing. For a prospectus containing this and other information for Ivy Funds, call your financial advisor or visit us online at www.ivyfunds.com. Please read the prospectus carefully before investing.

International investing involves additional risk, including currency fluctuations, political or economic conditions affecting the foreign country, and differences in accounting standards and foreign regulations. These risks are magnified in emerging markets. Investing in companies involved in one specified sector may be more risky and volatile than an investment with greater diversification. Investing in companies involved primarily in a single asset class may be more risky and volatile than an investment with greater diversification. Fixed income securities are subject to interest rate risk and, as such, the net asset value of the fund may fall as interest rates rise.

Past performance is no guarantee of future results. The Ivy Funds are managed by Ivy Investment Management Company and distributed by its subsidiary, Ivy Funds Distributor, Inc. Waddell & Reed Financial, Inc., the ultimate parent company of Ivy Funds Distributor, Inc., acquired the investment advisor to the Ivy Funds in December 2002.

The products and services described in this website are offered only in the United States, Puerto Rico and the U.S. Virgin Islands. Nothing in this website should be considered a solicitation to buy or an offer to sell such products and services in any jurisdiction where the offer or solicitation would be unlawful under the laws of such jurisdiction. Ivy Funds distributed by Ivy Funds Distributor, Inc. and Waddell & Reed InvestEd Portfolios distributed by Waddell & Reed, Inc. are offered by prospectus only.

Investors should consider the investment objectives, risks, charges and expenses of a fund carefully before investing. For a prospectus containing this and other information for the Ivy Funds, call your financial advisor or click here. Please read the prospectus carefully before investing.