Delaware Group Funds Detail Corporate Histories in DEF 14A Filing

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

Sentiment: neutral

Topics: DEF 14A, Corporate Governance, Fund Management, Regulatory Filing, Name Change, Investment Funds, SEC Compliance

TL;DR

**This DEF 14A is a procedural filing, offering zero actionable financial data; it's just corporate housekeeping for Delaware Group's complex fund structure.**

AI Summary

This DEF 14A filing from July 9, 2025, primarily details the corporate information and historical name changes for several Delaware Group entities, including DELAWARE GROUP ADVISER FUNDS, IVY FUNDS CENTRAL, DELAWARE GROUP STATE TAX-FREE INCOME TRUST, DELAWARE GROUP CASH RESERVE, and DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS. The filing indicates a CONFORMED PERIOD OF REPORT of September 10, 2025, suggesting upcoming shareholder votes or information dissemination. DELAWARE GROUP ADVISER FUNDS, with EIN 521842569, has undergone multiple name changes, including from LINCOLN ADVISOR FUNDS INC in 1993 and DELAWARE GROUP ADVISER FUNDS INC /MD/ in 1996. IVY FUNDS CENTRAL, EIN 481112076, changed from W&R FUNDS INC in 2000 and IVY FUNDS INC in 2003. DELAWARE GROUP CASH RESERVE, EIN 232059574, also saw changes from DELAWARE GROUP CASH RESERVE INC in 1992 and DELAWARE GROUP CASH RESERVE /DE/ in 2000. The filing does not contain specific revenue or net income figures, nor does it outline key business changes or strategic outlooks, focusing instead on regulatory compliance and historical corporate structure. Risks are not explicitly detailed beyond the inherent operational risks of managing multiple fund entities.

Why It Matters

This DEF 14A filing provides crucial transparency into the corporate lineage of several Delaware Group entities, including DELAWARE GROUP ADVISER FUNDS and IVY FUNDS CENTRAL. For investors, understanding these historical name changes and the current legal structure is vital for due diligence and assessing long-term stability, especially in a competitive asset management landscape. Employees and customers benefit from clarity regarding the entities they are associated with, ensuring proper legal and operational context. The filing, while not detailing financial performance, sets the stage for potential future shareholder actions or disclosures, impacting the broader market's perception of these funds' governance and compliance.

Risk Assessment

Risk Level: low — The risk level is low because this DEF 14A filing is purely informational, detailing corporate structure and historical name changes for entities like DELAWARE GROUP ADVISER FUNDS and IVY FUNDS CENTRAL. It does not disclose any adverse financial performance, strategic shifts, or regulatory non-compliance that would immediately impact investment decisions. The filing is a standard regulatory disclosure, indicating compliance rather than new risks.

Analyst Insight

Investors should view this filing as a foundational piece of corporate information, confirming the legal identities and historical evolution of the Delaware Group funds. No immediate action is required based on this DEF 14A, but it serves as a reference point for understanding the entities involved in any future financial or strategic announcements.

Key Numbers

2025-07-09 — Filing Date (Date the DEF 14A was filed with the SEC)
2025-09-10 — Conformed Period of Report (Indicates the period to which the report pertains, suggesting future shareholder actions)
0001137439-25-000899 — Accession Number (Unique identifier for this specific SEC filing)
811-07972 — SEC File Number (SEC registration number for DELAWARE GROUP ADVISER FUNDS)
811-06569 — SEC File Number (SEC registration number for IVY FUNDS CENTRAL)
1-800-523-1918 — Business Phone (Contact number for DELAWARE GROUP ADVISER FUNDS and IVY FUNDS CENTRAL)
1993-12-03 — Date of Name Change (DELAWARE GROUP ADVISER FUNDS changed from LINCOLN ADVISOR FUNDS INC)
2003-06-30 — Date of Name Change (IVY FUNDS CENTRAL changed from IVY FUNDS INC)
1992-07-03 — Date of Name Change (DELAWARE GROUP CASH RESERVE changed from DELAWARE GROUP CASH RESERVE INC)
100 Independence, 610 Market Street — Business Address (Shared business address for multiple Delaware Group entities in Philadelphia, PA)

Key Players & Entities

DELAWARE GROUP ADVISER FUNDS (company) — Filer of DEF 14A, EIN 521842569
IVY FUNDS CENTRAL (company) — Filer of DEF 14A, EIN 481112076
DELAWARE GROUP STATE TAX-FREE INCOME TRUST (company) — Filer of DEF 14A, EIN 232021993
DELAWARE GROUP CASH RESERVE (company) — Filer of DEF 14A, EIN 232059574
DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS (company) — Filer of DEF 14A, EIN 232448704
SEC (regulator) — Recipient of DEF 14A filing
1934 Act (regulator) — Governing act for DEF 14A filing
LINCOLN ADVISOR FUNDS INC (company) — Former name of DELAWARE GROUP ADVISER FUNDS
W&R FUNDS INC (company) — Former name of IVY FUNDS CENTRAL
Philadelphia (location) — Business address city for multiple entities

FAQ

What is the purpose of the DELAWARE GROUP ADVISER FUNDS DEF 14A filing?

The DEF 14A filing for DELAWARE GROUP ADVISER FUNDS, filed on July 9, 2025, serves to disclose corporate information, including historical name changes and business addresses, to the SEC and shareholders, in compliance with the 1934 Act.

Which entities are covered in the DELAWARE GROUP ADVISER FUNDS DEF 14A filing?

The filing covers DELAWARE GROUP ADVISER FUNDS, IVY FUNDS CENTRAL, DELAWARE GROUP STATE TAX-FREE INCOME TRUST, DELAWARE GROUP CASH RESERVE, and DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS, detailing their respective corporate data and historical changes.

When was the DELAWARE GROUP ADVISER FUNDS DEF 14A filed?

The DEF 14A for DELAWARE GROUP ADVISER FUNDS was filed on July 9, 2025, with a conformed period of report extending to September 10, 2025.

What was the former name of DELAWARE GROUP ADVISER FUNDS?

DELAWARE GROUP ADVISER FUNDS previously operated under names such as LINCOLN ADVISOR FUNDS INC until December 3, 1993, and DELAWARE GROUP ADVISER FUNDS INC /MD/ until December 2, 1996.

Where is the business address for DELAWARE GROUP ADVISER FUNDS?

The business address for DELAWARE GROUP ADVISER FUNDS is 100 Independence, 610 Market Street, Philadelphia, PA 19106-2354, with a business phone number of 1-800-523-1918.

Does this DEF 14A filing contain financial performance data for DELAWARE GROUP ADVISER FUNDS?

No, this specific DEF 14A filing does not contain financial performance data such as revenue or net income. It focuses solely on corporate structure, historical name changes, and regulatory compliance information.

What is the Central Index Key (CIK) for IVY FUNDS CENTRAL?

The Central Index Key (CIK) for IVY FUNDS CENTRAL is 0000883622, as stated in the DEF 14A filing.

What is the fiscal year end for DELAWARE GROUP ADVISER FUNDS?

DELAWARE GROUP ADVISER FUNDS has a fiscal year end of October 31, according to the information provided in the DEF 14A filing.

How many public documents are associated with this DEF 14A filing?

The filing indicates a public document count of 8, meaning there are eight associated documents publicly available with this DEF 14A submission.

What is the significance of the 'Conformed Period of Report: 20250910' in the filing?

The 'Conformed Period of Report: 20250910' indicates the specific date or period to which the information in the DEF 14A filing pertains, often preceding a shareholder meeting or other corporate event for which the proxy materials are being distributed.

Industry Context

The Delaware Group Adviser Funds operate within the highly competitive asset management industry. This sector is characterized by a wide array of investment vehicles, including mutual funds, ETFs, and other pooled investment products. Key trends include increasing demand for passive investment strategies, fee compression, and a growing emphasis on ESG (Environmental, Social, and Governance) factors.

Regulatory Implications

As registered investment companies, these funds are subject to extensive regulation by the SEC under the Investment Company Act of 1940 and the Investment Advisers Act of 1940. Filings like this DEF 14A are crucial for maintaining compliance and transparency with shareholders and regulators, covering areas such as corporate governance and shareholder voting.

What Investors Should Do

Review upcoming shareholder meeting materials.
Note the historical name changes.

Key Dates

2025-07-09: DEF 14A Filing — Indicates the date the current regulatory filing was submitted to the SEC.
2025-09-10: Conformed Period of Report — Suggests that shareholder votes or important information dissemination is expected around this date.
1993-12-03: Name Change — DELAWARE GROUP ADVISER FUNDS was previously known as LINCOLN ADVISOR FUNDS INC.
2003-06-30: Name Change — IVY FUNDS CENTRAL was previously known as IVY FUNDS INC.
1992-07-03: Name Change — DELAWARE GROUP CASH RESERVE was previously known as DELAWARE GROUP CASH RESERVE INC.
2000-08-29: Name Change — IVY FUNDS CENTRAL was previously known as W&R FUNDS INC.

Glossary

DEF 14A: A filing required by the U.S. Securities and Exchange Commission (SEC) for publicly traded companies to provide information to shareholders regarding annual meetings, including details about directors, executive compensation, and voting matters. (This is the primary document type being analyzed, detailing corporate governance and historical information for the Delaware Group entities.)
Conformed Period of Report: The period to which the information in the filing is intended to apply, often indicating a future date for shareholder actions or reporting. (This date (2025-09-10) suggests upcoming events or decisions requiring shareholder input or awareness.)
EIN: Employer Identification Number, a unique nine-digit number assigned by the Internal Revenue Service (IRS) to business entities operating in the United States for identification purposes. (Provides specific identification for each of the Delaware Group entities mentioned in the filing.)
SEC File Number: A registration number assigned by the SEC to investment companies, allowing for tracking and referencing of their filings. (Helps identify and track the regulatory filings of specific funds within the Delaware Group.)
Accession Number: A unique identifier assigned by the SEC to each filing submitted electronically. (Serves as a specific reference for this particular DEF 14A filing.)

Year-Over-Year Comparison

This filing is a DEF 14A, which primarily focuses on corporate governance and historical information rather than financial performance metrics like revenue or net income. Therefore, a direct comparison of key financial metrics to a previous filing is not possible based on the provided data. The filing's emphasis is on regulatory compliance and structural history, not on year-over-year financial performance changes.

Filing Details

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

View full filing on EDGAR

View Full Filing

View this DEF 14A filing on SEC EDGAR