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Ivy adds three new UCITS funds to lineup


Ivy Global Investors has launched three new funds, broadening its lineup of options available to UCITs investors.

The first of the new funds is the Ivy Global Investors Balanced Fund which seeks to provide total return by investing primarily in a balanced mix of equities of medium to large US companies, debt or preferred securities and short-term instruments, typically within moderate asset allocation ranges, depending on market conditions. 
The second fund, the Ivy Global Investors Emerging Markets Equity Fund, will primarily invest in equity securities of companies from countries considered to be emerging markets or those that are economically linked to emerging markets, while the third fund – the Ivy Global Investors Energy Fund – will primarily invest in the equity of companies around the world that are within the energy sector or that develop products and services to enhance energy efficiency.
“The addition of these funds is another step in expanding our offering to clients in key markets globally,” says Thomas W Butch (pictured), president and CEO of Ivy Funds Distributor, Inc. “Ivy Global Investor's lineup now includes eight funds that mirror investment strategies that have been marketed successfully and resonated with investors in the United States.”
Jeffrey J Toussaint, Head of Business Development for Ivy Global Investors, says: “Each of these products addresses distinct investor needs and is indicative of the breadth of Ivy’s investment management capability. These funds allow us to further meet the diverse needs of investors in key markets around the world.”

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