Delaware Pooled Trust Files DEFA14A for Ivy Funds
| Field | Detail |
|---|---|
| Company | Delaware Pooled Trust |
| Form Type | DEFA14A |
| Filed Date | Jul 23, 2025 |
| Risk Level | low |
| Sentiment | neutral |
Sentiment: neutral
Topics: disclosure, corporate-actions, funds
TL;DR
Ivy Funds & Delaware Group Adviser Funds file DEFA14A on 7/23/25, detailing corporate info & past name changes.
AI Summary
This DEFA14A filing from Delaware Pooled Trust, filed on July 23, 2025, concerns the Ivy Funds and Delaware Group Adviser Funds. It details corporate actions and information related to these entities, including their business addresses at 610 Market Street, Philadelphia, PA, and their fiscal year ends of March 31 and October 31, respectively. The filing also lists former company names and dates of name changes, indicating a history of corporate restructuring.
Why It Matters
This filing provides crucial information for investors and stakeholders regarding the governance and operational details of the Ivy Funds and Delaware Group Adviser Funds, impacting their investment strategies and regulatory compliance.
Risk Assessment
Risk Level: low — This filing is a routine disclosure (DEFA14A) and does not appear to contain immediate financial risks or significant negative news.
Key Numbers
- 0331 — Fiscal Year End (Ivy Funds fiscal year end)
- 1031 — Fiscal Year End (Delaware Group Adviser Funds fiscal year end)
Key Players & Entities
- DELAWARE POOLED TRUST (company) — Filer of the DEFA14A
- IVY FUNDS (company) — Entity related to the filing
- DELAWARE GROUP ADVISER FUNDS (company) — Entity related to the filing
- 100 INDEPENDENCE STREET (company) — Business and mailing address
- 610 MARKET STREET (company) — Business and mailing address
- PHILADELPHIA (company) — City of business and mailing address
- PA (company) — State of business and mailing address
- 19106-2354 (company) — ZIP code of business and mailing address
- 18005231918 (company) — Business phone number
- IVY FUNDS INC (company) — Former company name
FAQ
What is the primary purpose of this DEFA14A filing?
The primary purpose is to provide information about the company, including corporate actions, financial details, and governance, as required by the SEC for publicly traded companies or funds.
Who are the main entities involved in this filing?
The main entities are Delaware Pooled Trust, Ivy Funds, and Delaware Group Adviser Funds, along with their former company names and addresses.
When was this filing submitted?
This filing was submitted on July 23, 2025.
What are the fiscal year ends for the listed entities?
Ivy Funds has a fiscal year end of March 31, and Delaware Group Adviser Funds has a fiscal year end of October 31.
What is the business address for these entities?
The business address for these entities is 100 Independence Street, 610 Market Street, Philadelphia, PA 19106-2354.
Filing Details
This Form DEFA14A (Form DEFA14A) was filed with the SEC on July 23, 2025 regarding DELAWARE POOLED TRUST.