Investment Vehicles

Investment Vehicles
A wide variety of investment vehicles are available for qualified institutional investors. 
  • Institutional Separate Accounts
    Professionally managed portfolios for corporate, private and public institutions as well as other financial institutions in a sub-advisory capacity.
  • Collective Investment Trusts*
    Daily valued commingled trust vehicle for eligible retirement plans.
  • U.S. Mutual Funds – Institutional Share Classes
    Ivy Funds® available through many broker/dealers, intermediaries, and retirement platforms.  
    Click here for listing of funds available. 
  • Variable Insurance Portfolios
    IVY VARIABLE INSURANCE PORTFOLIOS℠
    Click here for listing of portfolios available.
  • Non-U.S.- UCITS
    IVY GLOBAL INVESTORS FUNDS℠, a range of sub-funds, are available for non-resident customers of U.S. broker/dealers and global investors.
    Click here for listing of funds available.

Not all vehicles are available for every investment strategy.

* The Waddell & Reed Collective Investment Trusts are managed by SEI Trust Company, the trustee, based on the investment advice of Waddell & Reed Investment Management Company, the investment adviser to the trust. As a bank collective trust, the Waddell & Reed Collective Investment Trusts are exempt from registration as an investment company. The Waddell & Reed Collective Investment Trusts are trusts for the collective investment of assets of participating tax qualified pension and profit sharing plans and related trusts, and governmental plans as more fully described in the Declaration of Trust.