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Fund Literature

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Fund Documents

Prospectus and Reporting

  • IVA Funds Annual Report
  • IVA Funds Semi-Annual Report
  • IVA Worldwide Fund Summary Prospectus
  • IVA International Fund Summary Prospectus
  • IVA Funds Prospectus
  • Statement of Additional Information

Important Tax Information

  • 2020 Capital Gains Information
  • 2020 1099 Tax Insert Letter

Fund Literature

IVA Worldwide Fund

  • Fact Sheet (4Q 20)
  • Quarterly Review (4Q 20)
  • Performance Analysis (4Q 20)

IVA International Fund

  • Fact Sheet (4Q 20)
  • Quarterly Review (4Q 20)
  • Performance Analysis (4Q 20)

Literature Archive

Annual Report

  • 2020 Annual Report
  • 2019 Annual Report
  • 2018 Annual Report
  • 2017 Annual Report
  • 2016 Annual Report
  • 2015 Annual Report
  • 2014 Annual Report
  • 2013 Annual Report
  • 2012 Annual Report
  • 2011 Annual Report
  • 2010 Annual Report
  • 2009 Annual Report

Semi-Annual Report

  • 2020 Semi-Annual Report
  • 2019 Semi-Annual Report
  • 2018 Semi-Annual Report
  • 2017 Semi-Annual Report
  • 2016 Semi-Annual Report
  • 2015 Semi-Annual Report
  • 2014 Semi-Annual Report
  • 2013 Semi-Annual Report
  • 2012 Semi-Annual Report
  • 2011 Semi-Annual Report
  • 2010 Semi-Annual Report
  • 2009 Semi-Annual Report

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.

Economic and Market Events Risk: The impact of the outbreak of a novel coronavirus may be short term or may last for an extended period of time, result in a substantial economic downturn and could negatively affect the worldwide economy. Any such impact could adversely affect the Fund and may lead to losses on your investment in the Fund.

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 clicking here. Please read the prospectus and summary prospectus carefully before you invest. The IVA Funds are offered by Foreside Fund Services, LLC.

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