Ivy Funds Files Proxy Materials for Macquarie Global Allocation Fund

Ivy Funds DEFA14A Filing Summary
FieldDetail
CompanyIvy Funds
Form TypeDEFA14A
Filed DateJun 12, 2025
Risk Levellow
Sentimentneutral

Sentiment: neutral

Topics: proxy-statement, fund-filing, sec-filing

Related Tickers: IWGCX, IWGIX, IWGNX, IWGAX

TL;DR

IVY FUNDS filed proxy docs for MACQUARIE GLOBAL ALLOCATION FUND. VOTE YOUR SHARES.

AI Summary

Ivy Funds filed a DEFA14A on June 12, 2025, as Definitive Additional Materials. This filing relates to the Macquarie Global Allocation Fund, specifically its Class C (IWGCX), Institutional Class (IWGIX), Class R6 (IWGNX), and Class A (IWGAX) shares. The filing is made under the Securities Exchange Act of 1934.

Why It Matters

This filing provides shareholders with important information regarding proxy voting for the Macquarie Global Allocation Fund, impacting their rights and decisions related to the fund's governance.

Risk Assessment

Risk Level: low — This is a routine proxy filing providing information to shareholders and does not indicate any immediate financial risk.

Key Players & Entities

  • Ivy Funds (company) — Registrant
  • Macquarie Global Allocation Fund (company) — Fund Name
  • IWGCX (company) — Share Class Ticker
  • IWGIX (company) — Share Class Ticker
  • IWGNX (company) — Share Class Ticker
  • IWGAX (company) — Share Class Ticker
  • 100 Independence Street (location) — Business Address
  • Philadelphia, PA (location) — Business Address

FAQ

What type of filing is this?

This is a DEFA14A filing, specifically 'Definitive Additional Materials', filed on June 12, 2025.

Who is the registrant for this filing?

The registrant is Ivy Funds.

What specific fund is mentioned in the filing?

The filing mentions the Macquarie Global Allocation Fund.

What are the different share classes of the Macquarie Global Allocation Fund listed?

The listed share classes are Class C (IWGCX), Institutional Class (IWGIX), Class R6 (IWGNX), and Class A (IWGAX).

Under which act is this filing made?

This filing is made pursuant to Section 14(a) of the Securities Exchange Act of 1934.

Filing Details

This Form DEFA14A (Form DEFA14A) was filed with the SEC on June 12, 2025 regarding IVY FUNDS.

View full filing on EDGAR

View Full Filing

View this DEFA14A filing on SEC EDGAR

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