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Preliminary Proxy Statement
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Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2))
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Definitive Proxy Statement
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Definitive Additional Materials
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Soliciting Material Pursuant to §240.14a-12
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No fee required.
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Fee computed on table below per Exchange Act Rules 14a-6(i)(1) and 0-11.
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(1)
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Title of each class of securities to which transaction applies:
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(2)
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Aggregate number of securities to which transaction applies:
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(3)
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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):
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(4)
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Proposed maximum aggregate value of transaction:
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(5)
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Total fee paid:
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Fee paid previously with preliminary materials.
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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.
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(1)
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Amount Previously Paid:
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(2)
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Form, Schedule or Registration Statement No.:
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(3)
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Filing Party:
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(4)
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Date Filed:
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To elect thirteen (13) trustees to the Board of Trustees of each Ivy Trust
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To approve a new investment advisory agreement for each Ivy Trust
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To approve each Ivy Trust’s ability to rely on a new manager of managers exemptive order and, if applicable, certain of its affiliated sub-advisors
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Your investments in any of the Ivy Trusts will not change as a result of these proposals or the pending acquisition.
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You will own the same shares and the underlying value of those shares will not change as a result of these proposals or the pending transaction.
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Following the closing of the acquisition, the portfolio managers will continue to manage the Ivy Trusts according to the same objectives and policies as before.
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There is no shareholder cost associated with these proposals.
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The Board of Trustees of each Trust has approved and recommends that shareholders vote for all nominees in the Trustee Election Proposal, for the New Investment Advisory Agreement Proposal and for the Manager of Managers Proposal and, if applicable, certain of its affiliated sub-advisors.
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