Ivy Global Risk-Managed Real Estate Fund

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Performance

Trailing Returns Updated 02.28.2014
Year to date 6.8%
1 Year N/A
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks to provide total return through long-term capital appreciation and current income. The fund invests, under normal circumstances, at least 80% of its net assets in securities of companies in the real estate or real estate-related industries. It intends to invest primarily in equity and equity-related securities issued by "Global Real Estate Companies". The fund does not directly invest in real estate. It may invest in Global Real Estate Companies located in any country, including any emerging market country. The fund is non-diversified.