Delaware Group Funds File Proxy, Detail Corporate Structure

Delaware Group Global & International Funds DEF 14A Filing Summary
Field	Detail
Company	Delaware Group Global & International Funds
Form Type	DEF 14A
Filed Date	Jul 9, 2025
Risk Level	low
Sentiment	neutral

Sentiment: neutral

Topics: DEF 14A, Proxy Statement, Investment Funds, Corporate Governance, Regulatory Filing, Delaware Group, Ivy Funds

TL;DR

**This DEF 14A is a routine administrative filing, signaling business as usual for Delaware Group and Ivy Funds; no immediate market-moving news here.**

AI Summary

This DEF 14A filing, submitted on July 9, 2025, by DELAWARE GROUP GLOBAL & INTERNATIONAL FUNDS and its affiliates, primarily details administrative information for several investment trusts, including IVY FUNDS CENTRAL, DELAWARE GROUP ADVISER FUNDS, DELAWARE GROUP STATE TAX-FREE INCOME TRUST, DELAWARE GROUP CASH RESERVE, and DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS. The filing outlines corporate structure changes, such as IVY FUNDS INC changing its name to IVY FUNDS CENTRAL on June 30, 2003, and DELAWARE GROUP ADVISER FUNDS INC /MD/ becoming DELAWARE GROUP ADVISER FUNDS on December 2, 1996. It also provides business addresses at 100 Independence, 610 Market Street, Philadelphia, PA 19106-2354, and contact phone numbers like 1-800-523-1918. The document does not contain specific revenue or net income figures, nor does it detail key business changes or strategic outlooks beyond routine corporate governance disclosures. Risks are not explicitly quantified but are implicitly related to the operational and regulatory compliance of these investment funds. The filing is a standard proxy statement, indicating upcoming shareholder votes or information dissemination, with a conformed period of report ending September 10, 2025.

Why It Matters

This DEF 14A filing provides crucial transparency into the corporate governance and historical evolution of several Delaware Group and Ivy Funds. For investors, it confirms the legal entities and their operational addresses, ensuring due diligence can be performed on the specific funds they hold. Employees and customers are indirectly impacted by the stability and regulatory compliance these filings represent, as they confirm the ongoing legal existence and operational framework of the fund families. In a competitive asset management landscape, clear and consistent regulatory filings like this help maintain investor confidence and operational integrity.

Risk Assessment

Risk Level: low — The risk level is low because this DEF 14A filing is purely administrative, detailing corporate names, addresses, and historical name changes for various investment funds. It does not contain any financial performance data, strategic shifts, or material events that would indicate increased operational or financial risk. The filing is a standard regulatory disclosure, not a warning.

Analyst Insight

Investors should view this filing as a routine update on corporate structure and governance. No immediate action is required based on this administrative DEF 14A. Continue to monitor individual fund performance and broader market trends for investment decisions.

Key Numbers

2025-07-09 — Filing Date (Date the DEF 14A was filed with the SEC)
2025-09-10 — Conformed Period of Report (End date of the period covered by the report)
0001137439-25-000899 — Accession Number (Unique identifier for the SEC filing)
811-06569 — SEC File Number (Ivy Funds) (SEC registration number for IVY FUNDS CENTRAL)
811-07972 — SEC File Number (Delaware Group Adviser Funds) (SEC registration number for DELAWARE GROUP ADVISER FUNDS)
811-02715 — SEC File Number (Delaware Group State Tax-Free Income Trust) (SEC registration number for DELAWARE GROUP STATE TAX-FREE INCOME TRUST)
811-02806 — SEC File Number (Delaware Group Cash Reserve) (SEC registration number for DELAWARE GROUP CASH RESERVE)
811-03363 — SEC File Number (Delaware Group Limited-Term Government Funds) (SEC registration number for DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS)
1934 Act — SEC Act (Governing act under which the DEF 14A was filed)
1-800-523-1918 — Business Phone (Primary contact number for several Delaware Group funds)

Key Players & Entities

DELAWARE GROUP GLOBAL & INTERNATIONAL FUNDS (company) — filer of DEF 14A
IVY FUNDS CENTRAL (company) — filer of DEF 14A, formerly IVY FUNDS INC
DELAWARE GROUP ADVISER FUNDS (company) — filer of DEF 14A, formerly DELAWARE GROUP ADVISER FUNDS INC /MD/
DELAWARE GROUP STATE TAX-FREE INCOME TRUST (company) — filer of DEF 14A
DELAWARE GROUP CASH RESERVE (company) — filer of DEF 14A
DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS (company) — filer of DEF 14A
SEC (regulator) — recipient of DEF 14A filing
100 Independence, 610 Market Street, Philadelphia, PA 19106-2354 (location) — business address for multiple funds
1-800-523-1918 (phone_number) — business phone for multiple funds
2025-07-09 (date) — filing date of DEF 14A

FAQ

What is the purpose of the DEF 14A filing by Delaware Group Global & International Funds?

The DEF 14A filing by Delaware Group Global & International Funds and its affiliates is a proxy statement primarily for administrative purposes, detailing corporate structure, historical name changes, and business contact information for several investment trusts. It serves to inform shareholders about matters to be voted on or for general information, with a conformed period of report ending September 10, 2025.

Which specific funds are mentioned in the Delaware Group DEF 14A filing?

The DEF 14A filing mentions several specific funds, including IVY FUNDS CENTRAL (formerly IVY FUNDS INC), DELAWARE GROUP ADVISER FUNDS (formerly DELAWARE GROUP ADVISER FUNDS INC /MD/), DELAWARE GROUP STATE TAX-FREE INCOME TRUST, DELAWARE GROUP CASH RESERVE, and DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS. Each fund has its own SEC file number, such as 811-06569 for IVY FUNDS CENTRAL.

What is the business address for the Delaware Group funds listed in the filing?

The business address for multiple Delaware Group funds listed in the filing is 100 Independence, 610 Market Street, Philadelphia, PA 19106-2354. This address is consistently provided for IVY FUNDS CENTRAL, DELAWARE GROUP ADVISER FUNDS, DELAWARE GROUP STATE TAX-FREE INCOME TRUST, DELAWARE GROUP CASH RESERVE, and DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS.

Are there any significant financial figures or strategic changes disclosed in this Delaware Group DEF 14A?

No, this Delaware Group DEF 14A filing does not disclose any significant financial figures such as revenue or net income, nor does it detail any major strategic changes or business developments. It is an administrative filing focused on corporate governance and historical entity information, with a filing date of July 9, 2025.

When was the DEF 14A filed by Delaware Group Global & International Funds?

The DEF 14A by Delaware Group Global & International Funds was filed on July 9, 2025. The conformed period of report for this filing is September 10, 2025, indicating the period to which the information pertains.

What was the former name of IVY FUNDS CENTRAL according to the filing?

According to the filing, IVY FUNDS CENTRAL was formerly known as IVY FUNDS INC. The name change occurred on June 30, 2003. Prior to that, it was known as W&R FUNDS INC and WADDELL & REED FUNDS INC.

What is the Central Index Key (CIK) for DELAWARE GROUP ADVISER FUNDS?

The Central Index Key (CIK) for DELAWARE GROUP ADVISER FUNDS is 0000910682. This unique identifier is used by the SEC to identify filers.

What is the fiscal year end for DELAWARE GROUP CASH RESERVE?

The fiscal year end for DELAWARE GROUP CASH RESERVE is March 31. This information is provided in the company data section of the DEF 14A filing, which was filed on July 9, 2025.

Does this DEF 14A filing indicate any high risks for Delaware Group investors?

This DEF 14A filing does not indicate any high risks for Delaware Group investors. It is a routine administrative document providing corporate structure details and historical name changes, not financial performance or risk assessments. The information presented is standard for regulatory compliance.

How can investors contact the Delaware Group funds mentioned in the filing?

Investors can contact the Delaware Group funds mentioned in the filing via the business phone number 1-800-523-1918. This number is listed for several funds, including IVY FUNDS CENTRAL and DELAWARE GROUP ADVISER FUNDS, with their business address at 100 Independence, 610 Market Street, Philadelphia, PA 19106-2354.

Industry Context

The filing pertains to several investment trusts operating within the regulated asset management industry. This sector is characterized by stringent regulatory oversight, competition among fund managers for assets under management, and a constant need to adapt to market conditions and investor preferences.

Regulatory Implications

As a DEF 14A filing under the 1934 Act, this document is subject to SEC regulations. Compliance with disclosure requirements is critical to maintain investor trust and avoid penalties. Changes in investment company regulations could impact operational procedures and reporting obligations for these funds.

What Investors Should Do

{"specific, actionable takeaway with reasoning":"Review the proxy materials for any upcoming shareholder votes to understand proposals affecting fund management, fees, or governance, and vote accordingly to protect investment interests."}
{"specific, actionable takeaway with reasoning":"Note the business address and contact number (1-800-523-1918) for inquiries regarding the specific funds mentioned (Ivy Funds Central, Delaware Group Adviser Funds, etc.) to obtain further information or clarification."}

Key Dates

2003-06-30: IVY FUNDS INC changed its name to IVY FUNDS CENTRAL — Indicates a corporate restructuring or rebranding event for one of the listed funds.
1996-12-02: DELAWARE GROUP ADVISER FUNDS INC /MD/ became DELAWARE GROUP ADVISER FUNDS — Represents a name change and potential organizational adjustment for an advisory fund.
1998-04-23: DELAWARE GROUP STATE TAX FREE INCOME TRUST/PA/ changed its name to DELAWARE GROUP STATE TAX-FREE INCOME TRUST — Signifies a name modification for a specific tax-free income trust fund.
2000-05-26: DELAWARE GROUP CASH RESERVE /DE/ changed its name to DELAWARE GROUP CASH RESERVE — Marks a name change for the cash reserve fund, possibly related to jurisdiction or simplification.
2025-07-09: DEF 14A Filing Date — The date the proxy statement was officially submitted to the SEC.
2025-09-10: Conformed Period of Report End Date — The end date of the reporting period for which information is provided in this filing.

Glossary

DEF 14A: A Definitive Proxy Statement filed with the SEC by public companies to solicit shareholder votes. (This is the primary document type for this filing, indicating it contains information for shareholder decisions or disclosures.)
SEC File Number: A unique registration number assigned by the Securities and Exchange Commission to investment companies. (These numbers (e.g., 811-06569 for Ivy Funds) identify specific funds within the SEC's database.)
Conformed Period of Report: The period that the information in the filing is intended to cover, ending on the specified date. (Helps investors understand the timeframe of the data and disclosures presented in the proxy statement.)
Central Index Key (CIK): A unique identifier assigned to each entity that files with the SEC. (Used to track filings and information related to specific companies or funds.)
EIN: Employer Identification Number, a unique nine-digit number assigned by the IRS to business entities operating in the United States. (Serves as an identifier for the funds for tax and regulatory purposes.)

Year-Over-Year Comparison

This filing is a standard proxy statement and does not provide comparative financial data or strategic updates that would allow for a year-over-year comparison of key metrics like revenue growth or margins. The information is primarily administrative and governance-focused, rather than performance-oriented.

Filing Details

This Form DEF 14A (Form DEF 14A) was filed with the SEC on July 9, 2025 regarding DELAWARE GROUP GLOBAL & INTERNATIONAL FUNDS.

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View this DEF 14A filing on SEC EDGAR