Delaware Pooled Trust Filing: Ivy Funds & Delaware Group
| Field | Detail |
|---|---|
| Company | Delaware Pooled Trust |
| Form Type | DEFA14A |
| Filed Date | Aug 5, 2025 |
| Risk Level | low |
| Sentiment | neutral |
Sentiment: neutral
Topics: regulatory-filing, corporate-history, investment-funds
TL;DR
SEC filing for Delaware Pooled Trust, showing name changes for Ivy Funds & Delaware Group. Important for fund history.
AI Summary
This DEFA14A filing concerns the Delaware Pooled Trust, with Ivy Funds and Delaware Group Adviser Funds listed as filers. The filing, submitted on August 5, 2025, relates to the 1934 Securities Exchange Act and includes information on the companies' addresses and former names. Ivy Funds Inc. changed its name from Waddell & Reed Funds Inc. on August 29, 2000, while Delaware Group Adviser Funds Inc. has had several previous names, including Lincoln Advisor Funds Inc.
Why It Matters
This filing provides essential details about the corporate structure and history of investment entities, which is crucial for investors to understand the background of the funds they are invested in.
Risk Assessment
Risk Level: low — This is a routine regulatory filing (DEFA14A) detailing corporate information and historical name changes, not indicating any immediate financial risk.
Key Players & Entities
- DELAWARE POOLED TRUST (company) — Subject of the filing
- IVY FUNDS (company) — Filer
- DELAWARE GROUP ADVISER FUNDS (company) — Filer
- WADDELL & REED FUNDS INC (company) — Former name of Ivy Funds
- LINCOLN ADVISOR FUNDS INC (company) — Former name of Delaware Group Adviser Funds
FAQ
What is the primary purpose of a DEFA14A filing?
A DEFA14A filing, also known as a definitive proxy statement, is used to solicit proxies from shareholders for an annual or special meeting of shareholders. It provides detailed information about matters to be voted on, such as director elections, executive compensation, and other corporate actions.
Who are the main entities involved in this filing?
The main entities involved are DELAWARE POOLED TRUST, IVY FUNDS, and DELAWARE GROUP ADVISER FUNDS.
When was this filing submitted?
This filing was submitted on August 5, 2025.
What is the fiscal year end for Ivy Funds?
The fiscal year end for Ivy Funds is March 31 (0331).
Can you provide an example of a former company name mentioned in the filing?
Yes, Ivy Funds Inc. was formerly known as W&R FUNDS INC, with a date of name change on August 29, 2000.
Filing Details
This Form DEFA14A (Form DEFA14A) was filed with the SEC on August 5, 2025 regarding DELAWARE POOLED TRUST.