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Delaware Ivy Total Return Bond Fund Class I (IRBIX)
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Ivy Targeted Return Bond I
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- Overview
- Profile
- Historical Data
- Holdings
IRBIX Overview
On this page you'll find an in-depth profile of Delaware Ivy Total Return Bond Fund Class I. Learn about the key management, total assets, investment strategy and contact information of IRBIX among other information.
Investment Strategy
The investment seeks to provide total return through a combination of current income and capital appreciation. The fund invests at least 80% of its net assets in bonds. Under normal circumstances, the fund invests at least 40% of its total assets in securities of non-U.S. issuers. It may invest up to 100% of its total assets in foreign securities and in securities denominated in currencies other than the U.S. dollar, although the manager will limit its foreign currency exposure (from non-U.S. dollar-denominated securities or currencies) to 75% of its total assets. It may invest in bonds of any maturity or duration.
Contact Information
Address
Delaware Funds by Macquarie
Philadelphia,PA
United States
Philadelphia,PA
United States
Phone
-
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Andrew Vonthethoff | Portfolio Manager | 2021 | 2024 |
| Biography | Andrew Vonthethoff is a portfolio manager for the Macquarie Investment Management Fixed Income (MFI) credit and multi-sector strategies. He is also a portfolio manager for the Macquarie Dynamic Bond Fund and Macquarie Income Opportunities Fund. Since transferring from the MFI quantitative and markets research team in 2010, Vonthethoff has been responsible for portfolio management, including global relative value, sector rotation, and security selection. Vonthethoff joined the firm in 2008 as a quantitative analyst, and was involved in building and maintaining financial models as well as providing general quantitative and systems support across MFI. Vonthethoff earned a Bachelor of Commerce (Actuarial Studies and Finance) from the University of New South Wales. | ||
| Matthew Mulcahy | Portfolio Manager | 2021 | 2024 |
| Biography | Matthew Mulcahy leads the Macquarie Investment Management Fixed Income(MFI) global Rates and Currency team. He is also a lead portfolio manager of the Macquarie Australian Fixed Interest Fund and Macquarie Dynamic Bond, and co-manages MFI’s Australian fixed interest portfolios. Mulcahy’s experience and expertise has contributed to MFI’s investment strategies across all the cash and fixed income solutions globally. Mulcahy joined Macquarie Investment Management in 2015, and before that he spent nine years as a senior portfolio manager at PIMCO and was also a member of the Macro Strategic Trading Team at UBS. He holds a Bachelor of Business in Accounting and Finance from the University of Technology Sydney. | ||
| Filip Vojnic-Zelic | Investment Manager | 2020 | 2021 |
| Biography | Filip Vojnic-Zelic joined Pictet Asset Management in October 2016 and is an Investment Manager in our Global Bonds team. Prior to taking up his current position in 2020, Filip was a Portfolio Analyst on the team, joining in 2018 as a Graduate Trainee, after rotating across numerous investment teams within Pictet, between London, Geneva, Singapore and Japan. During his time at University, Filip gained experience with a number of internships and part-time positions; first at Raiffeisen Bank International AG in Vienna where he assisted senior management in steering the group's subsidiary banks in Central & Eastern Europe. Filip’s work at Raiffeisen also included validating and developing credit rating models and analysing the banks credit portfolios. He has also worked at UBS AG in Zurich, interning with a focus on the development of statistical credit rating and valuations models. Filip graduated from the Technical University of Vienna with a BSc in Mathematics and holds a MSc in Quantitative Finance from the ETH and University of Zurich. He is a Chartered Financial Analyst (CFA) charterholder. | ||
| Ossi Valtanen | Senior Investment Manager | 2020 | 2021 |
| Biography | Ossi joined Pictet Asset Management in January 2020 as a Senior Investment Manager on the Global Bonds team, focusing on credit investments. Ossi joined Pictet from Keypoint Financial where he was a Managing Partner for over 6 years advising and arranging private capital transactions for European Corporate clients. Prior to that he was a Senior Portfolio Manager at Wellington Management focusing on absolute return credit strategies on their Global Bonds team. He also worked for State Street Global Advisors and UBS Global Asset Management as a Senior Portfolio Manager focusing on global credit portfolios. Ossi holds a degree in Economics from the University of Surrey. | ||
| Ella Hoxha | Head of Fixed Income | 2019 | 2021 |
| Biography | Ella Hoxha, CFA has extensive experience in fixed income strategies and portfolio management. Ella currently holds the position of Head of Fixed Income at Newton Investment Management Group since July 2023. Prior to that, they worked as a Senior Investment Manager at Pictet Asset Management from December 2018 to July 2023. In this role, they focused on global fixed income strategies, including total/absolute return, hedge fund, and relative strategies. Ella also has experience in marketing fixed income strategies and collaborating with skilled investment teams. Before joining Pictet Asset Management, they worked at Wellington Management as a Managing Director and Fixed Income Portfolio Manager from September 2011 to November 2018. Their responsibilities included managing funds focused on total return in macro rates and FX, with a specific focus on Asian and European markets. Prior to that, Ella worked at Invesco Ltd. as a Senior Portfolio Manager from May 2003 to August 2011. In this role, they managed global bonds funds with a strong track record in absolute return and benchmarked strategies in macro rates and FX, specializing in the Asian and European markets. Ella Hoxha, CFA holds an Executive MBA from the University of Cambridge, which they pursued from 2022 to 2024. Prior to that, they completed a Master of Science degree in International Finance from the University of Westminster. Ella also obtained a Bachelor of Arts degree in Business and Finance from Oxford Brookes University. Additionally, they hold several certifications, including a Chartered Financial Analyst (CFA) designation from the CFA Institute, a History of Art Diploma from City Lit, and a Sommelier Level III certification from the Wine & Spirit Education Trust. The specific dates of when they obtained these certifications are not provided. | ||
| David Bopp | Senior Investment Manager | 2016 | 2021 |
| Biography | David Bopp joined Pictet Asset Management in 2004 and is a Senior Investment Manager in the Global Bonds team. Before joining Pictet, he spent three years in portfolio management at UBS. David holds a degree in Economics from the Faculty of Business and Economics of the University of Lausanne and is a Chartered Financial Analyst (CFA) charterholder. | ||
| Andres Sanchez Balcazar | Head of Global Bonds | 2016 | 2021 |
| Biography | Andres Sanchez Balcazar joined Pictet Asset Management’s Fixed Income team in 2011 and is Head of Global Bonds. Before joining Pictet, he was a senior portfolio manager for Western Asset Management Company Ltd for six years. During his tenure he was responsible for global, European and absolute return fixed income portfolios. Previously, he worked for five years as a global and European portfolio manager with Merrill Lynch Investment Managers. Andres started his career at Banco de la Republica de Colombia where he provided macroeconomic analysis of the US, Europe and Japan. Andres holds a degree in Economics from Universidad de los Andes and a Master’s degree in Management from HEC Paris. He is also a Chartered Financial Analyst (CFA) charter holder | ||
| Thomas Hansen | Investment Manager | 2016 | 2019 |
| Biography | Mr. Hansen joined Pictet AM CH in 2011 as an Investment Manager and moved to Pictet AM UK in 2015. Before joining Pictet AM CH, he was a portfolio analyst at Western Asset Management from 2006 to 2010, after which he was an ABS Evaluator at Interactive Data, covering the European ABS markets. Mr. Hansen graduated with a Master’s Degree in Finance & Business from the University of Aarhus. He is a Chartered Financial Analyst. | ||
| Sarah Hargreaves | Investment Manager | 2016 | 2018 |
| Biography | Ms. Hargreaves joined Pictet AM UK in 2015 as an Investment Manager in the Global & Regional Bonds Team specializing in emerging markets. Prior to joining Pictet AM UK, she was a Senior Emerging Markets Fixed Income sales person at Morgan Stanley. Ms. Hargreaves holds a BEng (Hons) degree in Aerospace Engineering from the University of Manchester Institute of Science and Technology. She is a Chartered Financial Analyst. | ||
| Mickael Benhaim | Head | 2016 | 2017 |
| Biography | Mr. Benhaim joined Pictet AM CH’s Fixed Income Team in 2006 and serves as Co-Head of the Global and Regional Bonds Team. Immediately before joining PAM SA, Benhaim was Head of Euro Aggregate Fixed Income for AXA Investment Managers for five years (2001-2006). He has more than 15 years professional experience that includes working at the Dresdner Group (1997-1999) and Cadiff Asset Management, part of BNP Paribas Group (2000-2001, Senior Portfolio Manager, Euro Global Fixed Income). | ||
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