Delaware Group Equity Funds V Filing

Delaware Group Equity Funds V DEFA14A Filing Summary
FieldDetail
CompanyDelaware Group Equity Funds V
Form TypeDEFA14A
Filed DateSep 26, 2025
Risk Levellow
Pages1
Reading Time2 min
Sentimentneutral

Sentiment: neutral

Topics: proxy-statement, fund-management, corporate-history

TL;DR

Ivy Funds & Delaware Group Equity Funds V filing dropped, lots of name changes over the years.

AI Summary

This DEFA14A filing concerns the Delaware Group Equity Funds V, with Ivy Funds and Delaware Group Income Funds listed as filers. The filing, submitted on September 26, 2025, relates to the 1934 Act and is part of the SEC's public record. The companies involved have undergone several name changes over the years, indicating a history of corporate restructuring.

Why It Matters

This filing provides insight into the corporate structure and historical changes of investment funds managed by Ivy Funds and Delaware Group, which can affect investors' understanding of fund management and governance.

Risk Assessment

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

Key Players & Entities

  • DELAWARE GROUP EQUITY FUNDS V (company) — Subject of the filing
  • IVY FUNDS (company) — Filer and former company name
  • DELAWARE GROUP INCOME FUNDS (company) — Filer and former company name
  • W&R FUNDS INC (company) — Former company name
  • WADDELL & REED FUNDS INC (company) — Former company name

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 in connection with annual or special meetings of shareholders.

When was this filing submitted?

This filing was submitted on September 26, 2025.

What are the main companies involved in this filing?

The main companies involved are Delaware Group Equity Funds V, Ivy Funds, and Delaware Group Income Funds.

What is the state of incorporation for Ivy Funds?

Ivy Funds is incorporated in Delaware (DE).

What is the business address for the filers?

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

Filing Stats: 428 words · 2 min read · ~1 pages · Grade level 11.8 · Accepted 2025-09-26 11:34:30

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 Equity Funds II Delaware Group Equity Funds IV Delaware Group Equity Funds V 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 Ivy Funds 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: Dear Financial Advisor: The following notification was sent to your clients who held an investment of [ ] shares or greater in the [ ] as of July 3, 2025, and have not yet voted their shares. This letter relates to a special shareholder meeting where shareholders are being asked to approve a new investment advisory agreement for each fund. The shareholder proposal is being sought in connection with the proposed acquisition by Nomura of Macquarie Asset Management's US and European public investments business. The closing of this transaction will result in the automatic termination of each fund's investment advisory agreement with Delaware Management Company, and any sub-advisory agreement, as applicable.

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