Optimum Fund Trust Files DEFA14A Proxy Statement

TL;DR

Optimum Fund Trust dropped its DEFA14A proxy filing on 8/25/25. All the fund details you need.

AI Summary

Optimum Fund Trust filed a DEFA14A on August 25, 2025, detailing its proxy statement. The filing concerns the company's operations and governance, including information on various Optimum Funds such as the Optimum Fixed Income Fund, Optimum International Fund, Optimum Large Cap Growth Fund, Optimum Large Cap Value Fund, and Optimum Small-Mid Cap Growth Fund. The address provided is 610 Market Street, Philadelphia, PA.

Why It Matters

This filing provides shareholders with crucial information regarding the governance and operational details of Optimum Fund Trust, enabling informed voting decisions.

Risk Assessment

Risk Level: low — This is a routine regulatory filing (DEFA14A) providing information to shareholders and does not inherently indicate financial distress or significant operational risk.

Key Players & Entities

• OPTIMUM FUND TRUST (company) — Filer
• OPTIMUM FIXED INCOME FUND (company) — Fund Name
• OPTIMUM INTERNATIONAL FUND (company) — Fund Name
• OPTIMUM LARGE CAP GROWTH FUND (company) — Fund Name
• OPTIMUM LARGE CAP VALUE FUND (company) — Fund Name
• OPTIMUM SMALL-MID CAP GROWTH FUND (company) — Fund Name
• 610 MARKET STREET (location) — Business Address
• PHILADELPHIA (location) — City
• PA (location) — State

FAQ

Filing Documents

• oft08112025defa14a.htm (DEFA14A) — 28KB
• image00001.jpg (GRAPHIC) — 105KB
• 0001137439-25-001028.txt ( ) — 177KB
• S000002420
• C000006443 (OAFIX)
• C000006445 (OCFIX)
• C000006446 (OIFIX)
• S000002421
• C000006447 (OAIEX)
• C000006449 (OCIEX)
• C000006450 (OIIEX)
• S000002422
• C000006451 (OALGX)
• C000006453 (OCLGX)
• C000006454 (OILGX)
• S000002423
• C000006455 (OALVX)
• C000006457 (OCLVX)
• C000006458 (OILVX)
• S000002424
• C000006459 (OASGX)
• C000006461 (OCSGX)
• C000006462 (OISGX)
• S000002425
• C000006463 (OASVX)
• C000006465 (OCSVX)
• C000006466 (OISVX)

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 Optimum Fund Trust (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 product or security or offer any banking or financial service or facility in any jurisdiction where it would be unlawful to do so. This document has been prepared without taking into account any person's objectives, financial situation or needs. Recipients should not construe the contents of this document as financial, investment or other advice. It should not be relied on in making any investment decision. In April 2025, Macquarie Group Limited and Nomura Holding America Inc. (Nomura) announced that they had entered into

View Full Filing

View this DEFA14A filing on SEC EDGAR