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 Asset Strategy Fund
  • Ivy Balanced Fund
  • Ivy Bond 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 Global Natural Resources 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 Money Market Fund
  • Ivy Municipal Bond Fund
  • Ivy Municipal High Income Fund
  • Ivy Real Estate Securities Fund
  • Ivy Science and Technology Fund
  • Ivy Small Cap Growth Fund
  • Ivy Small Cap Value 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 Emerging Markets Local Currency Debt Fund
  • Ivy Targeted Return Bond 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 Funds VIP Asset Strategy
  • Ivy Funds VIP Balanced
  • Ivy Funds VIP Bond
  • Ivy Funds VIP Core Equity
  • Ivy Funds VIP Dividend Opportunities
  • Ivy Funds VIP Energy
  • Ivy Funds VIP Global Bond
  • Ivy Funds VIP Global Growth
  • Ivy Funds VIP Global Natural Resources
  • Ivy Funds VIP Growth
  • Ivy Funds VIP High Income
  • Ivy Funds VIP International Core Equity
  • Ivy Funds VIP Limited-Term Bond
  • Ivy Funds VIP Micro Cap Growth
  • Ivy Funds VIP Mid Cap Growth
  • Ivy Funds VIP Money Market
  • Ivy Funds VIP Pathfinder Aggressive
  • Ivy Funds VIP Pathfinder Conservative
  • Ivy Funds VIP Pathfinder Moderate
  • Ivy Funds VIP Pathfinder Moderate–Managed Volatility
  • Ivy Funds VIP Pathfinder Moderately Aggressive
  • Ivy Funds VIP Pathfinder Moderately Aggressive–Managed Volatility
  • Ivy Funds VIP Pathfinder Moderately Conservative
  • Ivy Funds Pathfinder Moderately Conservative–Managed Volatility
  • Ivy Funds VIP Real Estate Securities
  • Ivy Funds VIP Science and Technology
  • Ivy Funds VIP Small Cap Growth
  • Ivy Funds VIP Small Cap Value
  • Ivy Funds VIP Value