Legal Documents & Information

Annual Review of Management Fees

2016 Management Fee Evaluations

Proxy Voting

Prior to the general meeting of a company or fund, shareholders will receive a package in the mail containing a variety of documents that report financial data and operations results and announce important issues - such as proposals for changes to the company's share structure or mergers and acquisitions. These are all matters that shareholders or unit holders, the true owners of the company or fund, will vote on at the general meeting. If, however, a shareholder is not able to attend an annual (or special) meeting, he or she can vote on proposals by means of a proxy, one of the documents that is included in the pre-meeting mailing package. Shareholders are encouraged to take advantage of their opportunity to influence the company and fund’s operations by casting their vote.

Proxy Voting Results

View the results of the funds listed below (FYE 3/31):

  • Ivy Advantus Bond Fund
  • Ivy Advantus Real Estate Securities Fund
  • Ivy Asset Strategy Fund
  • Ivy Balanced Fund
  • Ivy Core Equity Fund
  • Ivy Cundill Global Value Fund
  • Ivy Dividend Opportunities Fund
  • Ivy Emerging Markets Equity Fund
  • Ivy Energy Fund
  • Ivy European Opportunities Fund
  • Ivy Global Bond Fund
  • Ivy Global Equity Income Fund
  • Ivy Global Growth Fund
  • Ivy Global Income Allocation Fund
  • Ivy Government Money Market Fund
  • Ivy High Income Fund
  • Ivy International Core Equity Fund
  • Ivy Large Cap Growth Fund
  • Ivy LaSalle Global Real Estate Fund
  • Ivy LaSalle Global Risk-Managed Real Estate Fund
  • Ivy Limited-Term Bond Fund
  • Ivy Managed International Opportunities Fund
  • Ivy Micro Cap Growth Fund
  • Ivy Mid Cap Growth Fund
  • Ivy Mid Cap Income Opportunities Fund
  • Ivy Municipal Bond Fund
  • Ivy Municipal High Income Fund
  • Ivy Natural Resources Fund
  • Ivy Science and Technology Fund
  • Ivy Small Cap Core Fund
  • Ivy Small Cap Growth Fund
  • Ivy Tax-Managed Equity Fund
  • Ivy Value Fund

View the results of the funds listed below (FYE 9/30):

  • Ivy Apollo Multi-Asset Income Fund
  • Ivy Apollo Strategic Income Fund
  • Ivy California Municipal High Income Fund
  • Ivy Crossover Credit Fund
  • Ivy IG International High Income Fund
  • Ivy Pictet Emerging Markets Local Currency Debt Fund
  • Ivy Pictet Targeted Return Bond Fund
  • Ivy PineBridge High Yield Fund
  • Ivy ProShares Interest Rate Hedged High Yield Index Fund
  • Ivy ProShares MSCI ACWI Index Fund
  • Ivy ProShares Russell 2000 Dividend Growers Index Fund
  • Ivy ProShares S&P 500 Bond Index Fund
  • Ivy ProShares S&P 500 Dividend Aristocrats Index Fund

View the results of the funds listed below:

  • Ivy High Income Opportunites Fund
  • (Closed-End Fund)

View the results of the funds listed below:

  • InvestEd Balanced Portfolio
  • InvestEd Conservative Portfolio
  • InvestEd Growth Portfolio

View the results of the funds listed below:

  • Ivy VIP Advantus Real Estate Securities
  • Ivy VIP Asset Strategy
  • Ivy VIP Balanced
  • Ivy VIP Bond
  • Ivy VIP Core Equity
  • Ivy VIP Dividend Opportunities
  • Ivy VIP Energy
  • Ivy VIP Global Bond
  • Ivy VIP Global Growth
  • Ivy VIP Growth
  • Ivy VIP Government Money Market
  • Ivy VIP High Income
  • Ivy VIP International Core Equity
  • Ivy VIP Limited-Term Bond
  • Ivy VIP Micro Cap Growth
  • Ivy VIP Mid Cap Growth
  • Ivy VIP Natural Resources
  • Ivy VIP Pathfinder Aggressive
  • Ivy VIP Pathfinder Conservative
  • Ivy VIP Pathfinder Moderate
  • Ivy VIP Pathfinder Moderate–Managed Volatility
  • Ivy VIP Pathfinder Moderately Aggressive
  • Ivy VIP Pathfinder Moderately Aggressive–Managed Volatility
  • Ivy VIP Pathfinder Moderately Conservative
  • Ivy VIP Pathfinder Moderately Conservative–Managed Volatility
  • Ivy VIP Science and Technology
  • Ivy VIP Small Cap Core
  • Ivy VIP Small Cap Growht
  • Ivy VIP Value

View the results of the funds listed below:

  • Ivy Energy NextShares
  • Ivy Focused Growth NextShares
  • Ivy Focused Value NextShares