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InvestEd Income Portfolio

Ranked 9 out of 25 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
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Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.8% 0.4%
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 size101Mn
  • Base currencyUSD
  • ISINUS46132D5014

Purchase Info

  • Min. initial investment250
  • Min. regular additional investment0

Charges

  • Initial investment0