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    • Home
    • About Us
      • PORTFOLIO MANAGER BIO
      • 10 LIPPER AWARDS
      • ANECDOTES & BELIEFS
    • Our Process
      • Investment Philosophy
      • Bottom-Up Analysis
      • Selling Discipline
      • Characteristics
      • Investment Themes
    • Performance
    • Contact
  • Home
  • About Us
    • PORTFOLIO MANAGER BIO
    • 10 LIPPER AWARDS
    • ANECDOTES & BELIEFS
  • Our Process
    • Investment Philosophy
    • Bottom-Up Analysis
    • Selling Discipline
    • Characteristics
    • Investment Themes
  • Performance
  • Contact

About Us

10 LIPPER AWARDS WITH MAXWELL AT THE HELM

From February 15, 2006, through November 12, 2021, John Maxwell was the lead manager and decision maker for the Ivy International Core Fund (ICEIX).  During this period the fund won 10 Thomson Reuters Lipper Fund Awards for the Large-Cap International Core Category.


      2014 - Best fund over 10 years

      2015 - Best fund over 10 years,

      2016 - Best fund over 3, 5 and 10 years.

      2017 - Best fund over 3, 5 and 10 years.

      2018 - Best fund over 5 and 10 years.


The Lipper award is given to one fund for the best risk adjusted return in the category. The competition was 300 – 700 funds depending on the period. Awards reflect past results and are not indicative of future performance. For more information on the Lipper Fund Awards program and methodology, please visit www.LipperFundAwards.com. 


These awards were achieved by John Maxwell at a previous firm, on a different fund. JCM3 did not exist at time of awards and is not affiliated with Ivy International Core Fund. 

Crystal award trophy with Refinitiv logo and text on a dark background.

JCM3 Asset Management

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