Delaware Pooled Trust Filing: Ivy Funds & Delaware Group

Delaware Pooled Trust DEFA14A Filing Summary
Field	Detail
Company	Delaware Pooled Trust
Form Type	DEFA14A
Filed Date	Aug 11, 2025
Risk Level	low
Pages	1
Reading Time	1 min
Sentiment	neutral

Sentiment: neutral

Topics: regulatory-filing, proxy-statement, fund-management

TL;DR

SEC filing for Delaware Pooled Trust, Ivy Funds, Delaware Group. All good.

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 11, 2025, relates to the 1934 Act and includes information about business addresses and past company name changes for these entities. The fiscal year ends for Ivy Funds are March 31 and for Delaware Group Adviser Funds are October 31.

Why It Matters

This filing provides essential regulatory information for investors and stakeholders of the Delaware Pooled Trust, detailing corporate structure and historical changes for associated fund groups.

Risk Assessment

Risk Level: low — This is a routine regulatory filing (DEFA14A) with no immediate financial implications or disclosed risks.

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) — Subject of the filing
IVY FUNDS (company) — Filer and former company name
DELAWARE GROUP ADVISER FUNDS (company) — Filer and former company name
100 INDEPENDENCE STREET (company) — Business and mailing address
610 MARKET STREET (company) — Business and mailing address
PHILADELPHIA (company) — City for business and mailing address
19106-2354 (company) — ZIP code for business and mailing address

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 security holders.

Who are the main entities involved in this filing?

The main entities are Delaware Pooled Trust, Ivy Funds, and Delaware Group Adviser Funds.

When was this filing submitted?

This filing was submitted on August 11, 2025.

What are the fiscal year-end dates mentioned for the involved companies?

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 provided for the filers?

The business address provided is 100 Independence Street, 610 Market Street, Philadelphia, PA 19106-2354.

Filing Stats: 337 words · 1 min read · ~1 pages · Grade level 10.9 · Accepted 2025-08-11 13:51:49

Filing Documents

From the Filing

14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. __) Filed by the Registrant [X] Filed by a Party other than the Registrant [ ] Check the appropriate box: [ ] Preliminary Proxy Statement [ ] Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) [ ] Definitive Proxy Statement [X] Definitive Additional Materials [ ] Soliciting Material Pursuant to Sec. 240.14a-11(c) or Sec. 240.14a-12 Delaware Group Adviser Funds Delaware Group Cash Reserve Delaware Group Equity Funds II Delaware Group Equity Funds IV Delaware Group Equity Funds V Delaware Group Global & International Funds Delaware Group Government Fund Delaware Group Income Funds Delaware Group Limited-Term Government Funds Delaware Group State Tax-Free Income Trust Delaware Group Tax-Free Fund Delaware Pooled Trust Delaware VIP Trust Ivy Funds Ivy Variable Insurance Portfolios Voyageur Mutual Funds Voyageur Mutual Funds II Voyageur Tax Free Funds (Name of Registrant as Specified In Its Charter) (Name of Person(s) Filing Proxy Statement, if other than the Registrant) Payment of Filing Fee (Check the appropriate box): [X] No fee required. [ ] Fee computed on table below per Exchange Act Rules 14a-6(i)(4) and 0-11. 1. Title of each class of securities to which transaction applies: 2. Aggregate number of securities to which transaction applies: 3. Per unit price or other underlying value of transaction computed pursuant to Exchange Act Rule 0-11 (set forth the amount on which the filing fee is calculated and state how it was determined): 4. Proposed maximum aggregate value of transaction: 5. Total fee paid: [ ] Fee paid previously with preliminary proxy materials. [ ] Check box if any part of the fee is offset as provided by Exchange Act Rule 0-11(a)(2) and identify the filing for which the offsetting fee was paid previously. Identify the previous filing by registration statement number, or the Form or Schedule and the date of its filing. 1. Amount Previously Paid: 2. Form, Schedule or Registration Statement No.: 3. Filing Party: 4. Date Filed:

View Full Filing

View this DEFA14A filing on SEC EDGAR