Macquarie Multi-Asset Income Fund

Macquarie Multi-Asset Income Fund is a registered fund series of IVY FUNDS (series S000051066). Net assets $66.1M as of 2025-03-31.

Profile

Advisers

Top holdings (200 reported)

Showing 15 of 200 holdings by value.

HoldingTickerValue% of fund
Vanguard S&P 500 ETF$2.7M407.94%
Vanguard High Dividend Yield ETF$1.6M246.32%
Vanguard International High Dividend Yield ETF$1.1M160.63%
Visa Inc$808K122.19%
SAP SE$697K105.41%
Securitas AB$628K94.93%
Nestle SA$616K93.23%
Welltower Inc$607K91.77%
Amadeus IT Group SA$582K88.10%
Equinix Inc$579K87.56%
Unilever PLC$558K84.40%
Otis Worldwide Corp$547K82.81%
Novo Nordisk A/S$505K76.34%
Air Liquide SA$504K76.22%
LVMH Moet Hennessy Louis Vuitt$503K76.02%

Net asset history

Report dateNet assets
2025-03-31$66.1M
2024-12-31$72.0M
2024-09-30$82.7M
2024-06-28$85.1M
2024-03-28$94.6M
2023-12-29$103.2M
2023-09-29$105.8M
2023-06-30$123.8M

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