IVSAX

About IVSAX

Macquarie Global Bond Fund Class A is an open‑end mutual fund focused on global fixed income. Its primary objective is to deliver a combination of current income and capital appreciation by investing predominantly in a diversified portfolio of bonds issued by both U.S. and international borrowers across developed and emerging markets. The strategy typically allocates at least 80% of net assets to bonds, spanning government, agency, supranational, and corporate issuers, providing broad exposure to interest rate and credit factors worldwide. The fund is positioned for capital preservation and liquidity management while seeking returns across market cycles and diversification benefits relative to equities. Benchmarked against the Bloomberg Global Aggregate Bond Index (hedged USD), it emphasizes currency risk management and a multi‑sector approach to global duration, curve, and credit opportunities. Sustainability metrics indicate generally low portfolio exposure to carbon‑related risks, reflecting the characteristics of many high‑quality bond issuers. This vehicle serves investors looking for a core global bond allocation with professional management, risk controls, and income generation within a diversified fixed income framework.