Ivy Funds Proxy Filing

Ivy Funds DEFA14A Filing Summary
Field	Detail
Company	Ivy Funds
Form Type	DEFA14A
Filed Date	Aug 25, 2025
Risk Level	low
Pages	6
Reading Time	7 min
Sentiment	neutral

Sentiment: neutral

Topics: proxy-filing, funds, sec-filing

TL;DR

Ivy Funds dropped a proxy filing. Shareholders, pay attention to your vote.

AI Summary

Ivy Funds filed a DEFA14A on August 25, 2025, detailing proxy information. The filing involves multiple entities, including Ivy Funds (CIC 0000883622) and Delaware Group Adviser Funds (CIC 0000910682), both with business addresses at 610 Market Street, Philadelphia, PA. The filing also references Delaware Group State Tax-Free Income Trust.

Why It Matters

This filing provides crucial information for shareholders regarding voting matters and corporate governance for Ivy Funds and related entities.

Risk Assessment

Risk Level: low — This is a routine proxy filing (DEFA14A) and does not appear to contain immediate financial risks or significant new disclosures.

Key Players & Entities

IVY FUNDS (company) — Filer
DELAWARE GROUP ADVISER FUNDS (company) — Filer
DELAWARE GROUP STATE TAX-FREE INCOME TRUST (company) — Related Entity
610 MARKET STREET (location) — Business Address
PHILADELPHIA (location) — Business City

FAQ

What is the purpose of a DEFA14A filing?

A DEFA14A filing is a Schedule 14A Proxy Statement filed with the SEC, used to solicit shareholder proxies for an upcoming meeting.

What are the Central Index Keys (CIKs) for the primary filers?

The CIK for Ivy Funds is 0000883622, and the CIK for Delaware Group Adviser Funds is 0000910682.

What is the fiscal year end for Ivy Funds?

The fiscal year end for Ivy Funds is March 31 (0331).

What is the fiscal year end for Delaware Group Adviser Funds?

The fiscal year end for Delaware Group Adviser Funds is October 31 (1031).

What is the business address for these entities?

The business address for both Ivy Funds and Delaware Group Adviser Funds is 100 Independence Street, 610 Market Street, Philadelphia, PA 19106-2354.

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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View this DEFA14A filing on SEC EDGAR