Separate Accounts

IVA Diversified Global Strategy

The IVA Diversified Global strategy will seek long-term growth of capital by investing in a range of securities and asset classes from markets around the world, including the U.S. market. Over the short-term (12-18 months) our attempt is to preserve capital, while over the longer-term (5-10 years; i.e., over a full economic cycle), we seek to outperform the MSCI All Country World Index.

Learn more about the Diversified Global Strategy

IVA Diversified International Strategy

The IVA Diversified International strategy will seek long-term growth of capital by investing in a range of securities and asset classes from markets around the world. Over the short-term (12-18 months) our attempt is to preserve capital, while over the longer-term (5-10 years; i.e., over a full economic cycle), we seek to outperform the MSCI All Country World Index (ex-U.S.).

Learn more about the Diversified International Strategy

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.