On Nov. 15, 2021, Delaware Ivy Emerging Markets Equity will change its name to Delaware Ivy Systematic Emerging Markets Equity. The new name coincides with the team and process overhauls also taking place on the same day. More specifically, current Delaware Ivy comanagers Jonas Krumplys and Aditya Kapoor will be replaced by Macquarie Asset Management's Sydney-based systematic investment team, which comprises team co-heads Benjamin Leung and Scot Thompson, who will then install a quantitative approach.
Delaware Ivy Systematic Em Mkts Eq A IPOAX
NAV / 1-Day Return
25.84
/
0.08
%
Total Assets
1.9 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.150%
Expense Ratio
1.150%
Fee Level
Low
Longest Manager Tenure
0.18
years
Category
Diversified Emerging Mkts
Investment Style
Large BlendMin. Initial Investment
750
Status
Open
TTM Yield
0.55%
Turnover
39%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will IPOAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IPOAX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the IPOAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of IPOAX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Delaware Ivy Emerging Markets Equity Gets a New Name and Institutes Fee Waivers; Ratings Unchanged.
