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 25, 2025
Risk Level	low
Pages	6
Reading Time	7 min
Sentiment	neutral

Sentiment: neutral

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

TL;DR

SEC filing for Delaware Pooled Trust, Ivy Funds, Delaware Group - regulatory update.

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 25, 2025, relates to the 1934 Act and includes information about the companies' business and mailing addresses in Philadelphia, PA. It also details historical name changes for both Ivy Funds and Delaware Group Adviser Funds.

Why It Matters

This filing provides essential regulatory information for investors and stakeholders in 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) that does not appear to contain significant new financial information or strategic changes.

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
PA (company) — State for business and mailing address
19106-2354 (company) — ZIP code for business and mailing address
18005231918 (company) — Business phone number

FAQ

What is the primary purpose of this DEFA14A filing?

This DEFA14A filing is a definitive proxy statement, typically used to solicit proxies from shareholders for an annual or special meeting, or to provide information related to corporate actions.

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?

The filing was submitted on August 25, 2025.

What is the business address for the filers?

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

What historical company names are mentioned in relation to Ivy Funds?

Ivy Funds was formerly known as Ivy Funds Inc., W&R Funds Inc., and Waddell & Reed Funds Inc.

Filing Stats: 1,760 words · 7 min read · ~6 pages · Grade level 12.7 · Accepted 2025-08-25 16:10:11

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: Update on Macquarie Asset Management proxy solicitation campaign In connection with the proposed acquisition 1 by Nomura of the US and European public investments business of Macquarie Asset Management, in mid-July, shareholders 2 in the Macquarie Funds 3 , Macquarie ETFs, and Optimum Funds received proxy packages containing proxy statements and a proxy card in which they are being asked to participate and vote on one proposal: To approve a new investment advisory agreement for each Fund. Shareholders' investments in the funds will not change as a result of the acquisition. Shareholders will still own the same fund shares, and the underlying value of those shares will not change as a result of the acquisition. The funds' investment objectives, policies, strategies, and advisory fees will not change. Shareholders have three options for voting their shares: 1. Mail back their proxy cards in the postage-paid envelope provided. 2. Call the dedicated toll-free proxy voting lines listed on their proxy cards. Shareholders will be required to provide the control number located on their proxy cards. If they do not have their control number, shareholders can provide their name and address. 3. Visit the website on their proxy cards and enter the control number found on their proxy card. If we do not hear from shareholders regarding their vote, they may be contacted by our proxy solicitor, EQ Fund Solutions, via phone calls or by various letters or e-mail encouraging shareholders to vote. Solicitations via telephone and mailings will continue until the Special meetings of shareholders, scheduled to be held on September 10, 2025, and any adjourned or postponed meetings until the applicable fund has met its vote requirement. Once shareholders vote, they should not receive any further communications from the proxy solicitor regarding their vote on this matter. The proxy statement(s) and frequently asked questions can be viewed online at: Macquarie Funds Proxy Statement Macquarie ETFs Proxy Statement Optimum Funds Proxy Statement FAQ Additional resources: Webinar replay: What to expect next and proxy update FAQs on proxy solicitation process for Macquarie Funds -------------------- 1. Macquarie Group announcement 2. As of the record date, July 3, 2025. 3. Includes the retail funds and variable insurance product funds of the Macquarie Funds family. IMPORTANT DISCLOSURE: Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. The information in this document is not, and should not be construed as, an advertisement, an invitation, an offer, a solicitation of an offer or a recommendation to participate in any investment strategy or take any other action, including to buy or sell any produc

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