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Ivy Emerging Markets Equity Fund;A

Ranked 5 out of 186 in Emerging Markets over 36 months

All calculations are in USD unless stated

The Fund seeks to provide growth of capital. Under normal circumstances, the Fund will invest at least 80% of its net assets, in equity securities, primarily common stock, of companies from countries considered to be emerging market countries or that are economically linked to emerging market countries.

sector performance

Emerging Markets
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Total Return

Month by Month Performance

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 14.6% 5.8% 11.5%
2016 9.9% 1.0% 4.0% 10.8% -5.5%
2015 -12.0% 3.9% 4.1% -20.1% 1.8%
2014 -0.1% -3.4% 5.3% -3.0% 1.4%
2013 9.4% -3.0% -6.1% 6.8% 12.5%
2012 16.8% 13.3% -7.2% 4.2% 6.6%
2011 -22.8% 1.4% 0.2% -26.8% 3.8%
2010 12.2% -0.4% -5.7% 13.4% 5.4%
2009 69.3% 0.7% 39.6% 13.1% 6.5%
2008 -50.8% -19.0% -6.4% -23.5% -15.1%
2007 42.4% 0.9% 14.0% 20.2% 3.0%
2006 34.5% 10.7% -2.3% 4.8% 18.7%
2005 22.6% -0.3% 3.1% 12.1% 6.4%
2004 16.8% 4.8% -9.2% 6.0% 15.8%
2003 52.9% -3.7% 13.2% 15.2% 21.6%
2002 -11.3% 6.9% -3.2% -16.4% 2.6%
2001 -9.3% -7.0% -2.9% -23.1% 30.7%
2000 -18.3% 4.0% -3.2% -9.5% -10.3%
1999 46.7% -0.6% 40.7% -8.1% 14.1%
1998 -20.6% -0.4% -29.5% -9.9% 25.5%
1997 -21.9% -3.4% 17.3% -1.3% -30.2%
1996 20.8% 9.0% 0.9% -0.6% 10.6%
1995 -4.9%

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 date25/10/1993
  • Share Class size446Mn
  • Base currencyUSD
  • ISINUS4658978667

Purchase Info

  • Min. initial investment750
  • Min. regular additional investment0

Charges

  • Annual management0.97%
  • Initial investment0