Legal Documents & Information

Annual Review of Management Fees

2020 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):

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

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

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

View the results of the funds listed below (FYE 6/30):

  • Delaware Ivy Accumulative Fund
  • Delaware Ivy Wilshire Global Allocation Fund

View the results of the funds listed below:

  • Delaware Ivy High Income Opportunities Fund
  • (Closed-End Fund)

View the results of the funds listed below:

  • InvestEd 0 Portfolio
  • InvestEd 10 Portfolio
  • InvestEd 20 Portfolio
  • InvestEd 30 Portfolio
  • InvestEd 40 Portfolio
  • InvestEd 50 Portfolio
  • InvestEd 60 Portfolio
  • InvestEd 70 Portfolio
  • InvestEd 80 Portfolio
  • InvestEd 90 Portfolio

View the results of the funds listed below:

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