0001137439-23-000907.txt : 20230721 0001137439-23-000907.hdr.sgml : 20230721 20230721163241 ACCESSION NUMBER: 0001137439-23-000907 CONFORMED SUBMISSION TYPE: DEFA14A PUBLIC DOCUMENT COUNT: 3 FILED AS OF DATE: 20230721 DATE AS OF CHANGE: 20230721 FILER: COMPANY DATA: COMPANY CONFORMED NAME: IVY FUNDS CENTRAL INDEX KEY: 0000883622 IRS NUMBER: 481112076 STATE OF INCORPORATION: DE FISCAL YEAR END: 0331 FILING VALUES: FORM TYPE: DEFA14A SEC ACT: 1934 Act SEC FILE NUMBER: 811-06569 FILM NUMBER: 231102906 BUSINESS ADDRESS: STREET 1: 6300 LAMAR AVE CITY: OVERLAND PARK STATE: KS ZIP: 66202 BUSINESS PHONE: 9132362000 MAIL ADDRESS: STREET 1: P O BOX 29217 CITY: SHAWNEE MISSION STATE: KS ZIP: 66201-9217 FORMER COMPANY: FORMER CONFORMED NAME: IVY FUNDS INC DATE OF NAME CHANGE: 20030630 FORMER COMPANY: FORMER CONFORMED NAME: W&R FUNDS INC DATE OF NAME CHANGE: 20000829 FORMER COMPANY: FORMER CONFORMED NAME: WADDELL & REED FUNDS INC DATE OF NAME CHANGE: 19920717 0000883622 S000006292 Delaware Ivy Limited-Term Bond Fund C000017294 Class A WLTAX C000017296 Class C WLBCX C000017297 Class Y WLTYX C000045548 Class I ILTIX C000122151 Class R IYLTX C000146683 Class R6 ILMDX 0000883622 S000025600 Delaware Ivy Municipal High Income Fund C000076687 Class A IYIAX C000076689 Class C IYICX C000076690 Class I WYMHX C000076691 Class Y IYIYX C000193505 Class R6 IYINX 0000883622 S000051065 Delaware Ivy Strategic Income Fund C000160881 Class A IAPOX C000160882 Class C ICPOX C000160883 Class I IIPOX C000160884 Class R6 IRPOX C000160885 Class Y IYPOX 0000883622 S000058122 Delaware Ivy Corporate Bond Fund C000190319 Class A IBJAX C000190321 Class C IBJCX C000190323 Class I IBJIX C000190326 Class Y IBJYX DEFA14A 1 defa14a062023.htm



UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 14A

Proxy Statement Pursuant to Section 14(a)
of the Securities Exchange Act of 1934
(Amendment No. __)

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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-12

Ivy Funds
(Name of Registrant as Specified In Its Charter)
(Name of Person(s) Filing Proxy Statement, if other than the Registrant)

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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.
 
1.
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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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[   ] 2023

Delaware Ivy Municipal High Income Fund
Delaware Ivy Limited-Term Bond Fund
Delaware Ivy Strategic Income Fund
Delaware Ivy Corporate Bond Fund
(each, an “Acquired Fund”)

Important information for advisors with clients invested in the above-referenced funds

Your clients are investors or were investors as of the record date of April 10, 2023, in one or more of the above Acquired Funds. They are being asked to consider and approve a Plan of Reorganization (“Plan”) in which each Acquired Fund will be reorganized into a corresponding Delaware Fund with similar objectives and strategies. There is an adjourned Special Meeting of Shareholders (“Meeting”) to be held on August 10, 2023, where shareholders will vote on the Plan for each Acquired Fund. Shareholders as of the record date are entitled to notice of and to vote at the Meeting. Your clients, including those investors on LPL’s Trac platform, should have received a proxy statement and proxy card(s) in the mail or a proxy communication by email. It is important that your clients exercise their right to vote on this initiative. Once your clients vote, they should not receive any further communications encouraging them to vote.
Please note that if shareholders approve the Plan, each Acquired Fund will have NO increase in total expense ratio.1
If you are contacted by your clients, please advise them that there are three ways in which they can cast their vote. The following instructions are also provided on their proxy card or in their proxy email communication:

Mail: Complete, sign, and date the proxy card and return it in the prepaid envelope.

Online: Go to proxyvotenow.com/del-ivy2023 and follow the instructions.

Phone: Call toll free 833 459-3558 and follow the voice prompts.

If you have authority to vote on behalf of your clients, please review the proxy statement and vote through your internal voting process. The proxy statement for the Meeting is available at proxyvotinginfo.com/p/delawareivy2023.

Lastly, we have hired Morrow Sodali Fund Solutions (“MSFS”), a proxy solicitation firm. Your clients may receive a phone call from an MSFS representative and additional mailings with proxy cards until they vote.

If you have any questions or need assistance regarding the Meeting, please contact MSFS at 833 459-3558.




1. Class C shares of Delaware National High-Yield Municipal Bond Fund will have an increase of 0.02% of its total expense ratio.
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