Morningstar Analyst Report on the IVA Worldwide Fund, “An unusual, very cautious approach that pays off over time.”
Active Management at IVA: A Focus on Clients’ True Investment Goals
IVA Worldwide Fund Quarterly Review - 1Q 18
The IVA Funds Semi-Annual Report: Letter from the Portfolio Managers - May 1, 2018
The IVA Funds’ Semi-Annual Update Call Transcript
IVA Funds 2017 Capital Gains and Income Distribution
The IVA Funds Annual Report is now available.
The IVA Funds’ Semi-Annual Update Call
There are risks associated with investing in mutual funds that invest in securities of foreign countries, such as erratic market conditions, economic and political instability and fluctuations in currency exchange rates. Value-based investments are subject to the risk that the broad market may not recognize their intrinsic value.
An investor should read and consider the funds' investment objectives, risks, charges and expenses carefully before investing in the IVA International Fund or IVA Worldwide Fund. This and other important information are detailed in our prospectus and summary prospectus, which can be obtained by calling (866) 941-4482 or visiting www.ivafunds.com. Please read the prospectus and summary prospectus carefully before you invest. The IVA Funds are offered by IVA Funds Distributors, LLC.
Any statistics contained herein have been obtained from sources believed to be reliable, but the accuracy of this information cannot be guaranteed.
