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InvestEd Income Portfolio

Ranked 8 out of 23 in Flexible Income Funds over 3 months

All calculations are in USD unless stated

The Fund seeks to provide current income with some capital preservation. The Fund invests in other affiliated funds primarily in fixed-income mutual funds, including investment grade, non-investment grade and short-term bond funds, and invests, to a lesser extent, in Ivy US and global/international equity mutual funds.

sector performance

Flexible Income Funds
Rank Fund Name Currency Loss
16 Epiphany FFV Strategic Income Fund;A USD -1.5%
17 Ancora Income Fund;I USD -1.5%
18 InvestEd Income Portfolio USD -1.6%
19 Advisory Research Strategic Income Fund USD -1.7%
20 HCM Income Plus Fund;A USD -2.9%
View full league table

Total Return

Month by Month Performance

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 1.5%

Returns Vs Risk

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).

Registered For Sale In

  1. United States

Fund Info

  • Launch date18/09/2017
  • Share Class size97Mn
  • Base currencyUSD
  • ISINUS46132D5014

Purchase Info

  • Min. initial investment250
  • Min. regular additional investment0


  • Initial investment0