Delaware Group Funds File DEFA14A

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

Sentiment: neutral

Topics: regulatory-filing, mutual-funds, disclosure

TL;DR

Ivy Funds & Delaware Group Funds filed DEFA14A on 9/26/25. All info at 100 Independence St, Philly.

AI Summary

This DEFA14A filing concerns the Delaware Group Adviser Funds, specifically detailing information for Ivy Funds, Delaware Group Income Funds, and Delaware Group State Tax-Free Income Trust. The filing, submitted on September 26, 2025, provides updated corporate information and addresses for these entities, which are all located at 100 Independence Street, Philadelphia, PA.

Why It Matters

This filing provides essential regulatory updates and information for investors and stakeholders of the Delaware Group funds, ensuring transparency and compliance.

Risk Assessment

Risk Level: low — This filing is a routine disclosure and does not indicate any immediate financial distress or significant operational changes.

Key Players & Entities

  • DELAWARE GROUP ADVISER FUNDS (company) — Filer of the DEFA14A
  • IVY FUNDS (company) — Filer with Central Index Key 0000883622
  • DELAWARE GROUP INCOME FUNDS (company) — Filer with Central Index Key 0000027825
  • DELAWARE GROUP STATE TAX-FREE INCOME TRUST (company) — Filer with Central Index Key 0000201670
  • 100 INDEPENDENCE STREET (company) — Business and mail address for filers
  • PHILADELPHIA (company) — City for business and mail address
  • PA (company) — State for business and mail address
  • 19106-2354 (company) — ZIP code for business and mail address

FAQ

What is the filing type and date?

The filing type is DEFA14A, and it was filed as of date 20250926.

What are the main entities filing this document?

The main entities are Ivy Funds, Delaware Group Income Funds, and Delaware Group State Tax-Free Income Trust.

What is the primary business address for these entities?

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

What is the fiscal year end for Ivy Funds?

The fiscal year end for Ivy Funds is 0331.

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

The fiscal year end for Delaware Group Income Funds is 0731.

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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