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11.0%
Endowment-style
portfolio
6.7%
Traditional
stock/bond portfolio
About this chart
Figures represent 10-year annualized returns as of 3/31/2024.

Endowment-style portfolio is represented by an allocation of 20% private equity, 15% private credit, 5% real estate, 45% S&P 500, and 15% Bloomberg Global Aggregate Bond Index. Traditional stock/bond portfolio is represented by an allocation of 70% MSCI ACWI Index and 30% Bloomberg Global Aggregate Bond Index.

Private equity returns are represented by the Cambridge Associates LLC US Private Equity Index. Real estate returns are represented by the Cambridge Associates LLC Real Estate Index. Private credit returns are represented by the Cliffwater Direct Lending Index.

 For illustrative purposes only.

The inclusion of various indices is for comparison purposes only. The performance of an index is not an exact representation of any particular investment, as you cannot invest directly in an index. Past performance is no guarantee of future results.
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Wendy Li
Wendy Li, Co-founder and CIO at Ivy Invest
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Wendy managed multi-billion dollar portfolios for some of New York’s largest institutional investors.

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A comparison of our Fund and a typical retirement account
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The Institutional Investment Strategy Fund ("IISF" or "Fund") is an investment company registered under the Investment Company Act of 1940. IISF is a closed-end fund operating as an interval fund that makes quarterly repurchase offers and as such provides limited liquidity. The fund commenced operations on March 5, 2024. An investor should consider the investment objectives, risks, charges and expenses of an investment. The Prospectus contains this and other information. Read it carefully before investing.

Ivy Invest is a dba for Buena Capital Advisors, LLC.

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