News Archive

2018

November 26, 2018

The IVA Funds 2018 Capital Gains and Income Distribution Estimates are now available.

September 30, 2018

Third Quarter Reviews of the IVA Funds:  Market Summary, Performance Discussions, Portfolio Overviews

September 30, 2018

The IVA Funds Annual Report:  Letter from the Portfolio Managers - October 30, 2018

September 20, 2018

The IVA Funds Semi-Annual Update Call Transcript

September 15, 2018

Morningstar - “2 Fine Global Funds Have Just Reopened”

May 1, 2018

The IVA Funds Semi-Annual Report: Letter from the Portfolio Managers - May 1, 2018

January 22, 2018

2017 Year in Review

2017

September 30, 2017

The IVA Funds Annual Report:  Letter from the Portfolio Managers- October 24, 2017

March 31, 2017

The IVA Funds Semi-Annual Report is now available.

2016

September 30, 2016

The IVA Funds Annual Report is now available.

March 31, 2016

The IVA Funds Semi-Annual Report (as of March 31, 2016) is available here.

2015

November 27, 2015

The IVA Funds Annual Report (as of September 30, 2015) is available here.

May 28, 2015

The IVA Funds Semi-Annual Report (as of March 31, 2015) is available here.

2014

December 1, 2014

The IVA Funds Annual Report (as of September 30, 2014) is available here.

May 30, 2014

The IVA Funds Semi-Annual Report (as of March 31, 2014) is available here.

2013

September 30, 2013

The IVA Funds Annual Report (as of September 30, 2013) is available here.

May 28, 2013

The IVA Funds Semi-Annual Report (as of March 31, 2013) is available.

2012

September 30, 2012

The IVA Funds Annual Report (as of September 30, 2012)

May 29, 2012

The IVA Funds Semi-Annual Report (as of March 31, 2012) is available.

2011

September 26, 2011

eDelivery is now available for IVA Funds.

May 27, 2011

The IVA Funds Semi-Annual Report (as of March 31, 2011) is available.

February 18, 2011

The IVA Funds Closed to New Investors.

February 14, 2011

Q&A with Charles de Vaulx to discuss closing of the IVA Funds.

2010

September 30, 2010

The IVA Funds Annual Report (as of September 30, 2010) is available here.

March 31, 2010

The IVA Funds Semi-Annual Report (as of March 31, 2010) is available.

2009

September 30, 2009

The IVA Funds Annual Report (as of September 30, 2009) is available here.

March 31, 2009

The IVA Funds Semi-Annual Report (as of March 31, 2009) is available.

2008

October 1, 2008

International Value Advisers Launches Two Mutual Funds.

May 12, 2008

Charles de Vaulx Joins International Value Advisers as Partner and Portfolio Manager.

2007

December 14, 2007

Newly-Formed International Value Advisers to Commence Global Asset Management Operations

There are risks associated with investing in mutual funds that invest in securities of foreign countries, such as erratic market conditions, economic and political instability and fluctuations in currency exchange rates. Value-based investments are subject to the risk that the broad market may not recognize their intrinsic value.

An investor should read and consider the funds' investment objectives, risks, charges and expenses carefully before investing in the IVA International Fund or IVA Worldwide Fund. This and other important information are detailed in our prospectus and summary prospectus, which can be obtained by calling (866) 941-4482 or visiting www.ivafunds.com. Please read the prospectus and summary prospectus carefully before you invest. The IVA Funds are offered by IVA Funds Distributors, LLC.

Any statistics contained herein have been obtained from sources believed to be reliable, but the accuracy of this information cannot be guaranteed.