Definitive Materials Filed by Investment Companies. (497)
January 18 2013 - 2:07PM
Edgar (US Regulatory)
Ivy Funds
Supplement dated January 18, 2013 to the
Ivy Funds Class
R Shares Statement of Additional Information
dated December 18, 2012
The following is added to the section entitled “Portfolio Managers — Portfolio Managers employed by Wall Street Associates, LLC” on page 82:
The following provides information relating to the following co-portfolio manager of Ivy Micro Cap Growth Fund as of December 31, 2012:
Alexis C. Waadt*
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Registered
Investment
Companies
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Other Pooled
Investment
Vehicles
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Other
Accounts
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Number of Accounts Managed
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0
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0
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0
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Number of Accounts Managed with Performance-Based Advisory Fees
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0
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0
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0
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Assets Managed (in millions)
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$
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0
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$
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0
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$
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0
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Assets Managed with Performance-Based Advisory Fees (in millions)
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$
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0
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$
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0
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$
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0
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*
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Ms. Waadt assumed co-management responsibilities of Ivy Micro Cap Growth Fund in January 2013.
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The following is added to the section entitled “Portfolio Managers — Portfolio Managers employed by Wall Street Associates, LLC — Ownership of Securities” on page 84 for Ivy Micro
Cap Growth Fund:
Ownership of Securities
As of December 31, 2012, the dollar range of shares of the Fund beneficially owned by the following portfolio manager was:
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Manager
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Dollar Range of Shares Owned in
Ivy Micro Cap Growth Fund
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Dollar Range of Shares Owned
in the Fund Complex
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Alexis C. Waadt**
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$
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0
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$
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0
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**
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Ms. Waadt assumed co-management responsibilities of Ivy Micro Cap Growth Fund in January 2013.
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Supplement
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Statement of Additional Information
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1
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