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  • Press releases
    RETIREMENT OF PATRICK COYNE CHIEF EXECUTIVE OFFICER 01 14 2015 Delaware Investments hires industry veteran to head institutional sales group 12 15 2014 Delaware Investments adds co head of fixed income 11 17 2014 Delaware Investments adds western division manager to third party distribution team 10 14 2014 Delaware Investments raises 205 778 for Puentes de Salud in charity golf tournament 06 05 2014 Delaware Investments enhances retail distribution team increases depth of coverage model 05 07 2014 Delaware Investments reports record assets at fiscal year end 03 31 2014 Delaware Investments U S Open Squash Championships wins the Women s Squash Association Tournament of the Year Award 03 21 2014 Delaware Investments wins six Lipper Awards for long term performance 03 18 2014 Delaware Investments adds head of institutional client service 02 18 2014 Delaware Investments and growth team announce joint venture 07 15 2014 Delaware Investments promotes new head of third party distribution and continues growth with new hires in external sales and key accounts 10 15 2013 Delaware Investments raises 213 614 for YESPhilly in charity golf tournament 09 18 2013 Delaware Investments adds new regional director in Southern Texas 08 19 2013 Delaware Investments adds new regional director in Indiana Southern Illinois and St Louis territory 05 06 2013 Delaware Investments adds senior portfolio manager expanding emerging markets debt capabilities 03 15 2013 Delaware Investments wins Best Overall Small Fund Group Lipper Award again 02 19 2013 Delaware Investments doubles internal distribution team shows heightened focus on building relationships with financial advisors 01 14 2013 Delaware Investments fixed income team promotes municipal group members 07 18 2012 Delaware Asset Advisers agrees to a settlement with SEC 10 11 2012 Delaware Investments raises 216 950 for Rock to the Future in charity golf tournament 03 12 2012 Delaware Investments adds head of internal sales 01 30 2012 Delaware Investments adds staff striking while the iron is hot 07 10 2012 Delaware Investments fixed income team surges forward 09 06 2012 Delaware Investments sponsors Kasey Brown internationally ranked squash player 02 06 2012 Delaware Investments Tops Barron s Fund Families Report for 2011 03 09 2012 Delaware Investments Wins Best Mixed Asset Small Company Lipper Award for Second Year 04 04 2012 Delaware Investments Wins Global Growth Sub advisory Mandate from Australia s MLC 09 27 2012 Delaware Investments broadens distribution team adds regional director in western division and sets stage for significant expansion 12 19 2011 Delaware Investments adds regional director in eastern division 12 06 2011 Delaware Investments adds staff leveraging strong momentum in institutional business 01 11 2011 Delaware Investments adds to its retail distribution team 09 20 2011 Delaware Investments builds out its retail distribution team 01 19 2011 Delaware Investments expands its retail distribution team 01 05 2011 Delaware Investments opens Delaware Focus Global Growth Fund to broad distribution 10 12 2011 Delaware Investments raises 124 000 for Habitat for Humanity Philadelphia in charity golf tournament 03 24 2011 Delaware Investments takes 3

    Original URL path: http://www.delawareinvestments.com/individual-investors/about-us/press-releases (2016-04-26)
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  • Community
    academic success for those students Through this annual fundraising event Delaware Investments has given more than 1 8 million to well deserving Philadelphia nonprofit organizations over the past 11 years Since 2010 Macquarie Group Foundation has provided matching dollars for funds Delaware has raised which are included in this total This year marks the Delaware Investments Charity Classic s 11th year Since its launch in 2005 the event has raised more than 1 8 million for Philadelphia area nonprofit organizations 2014 Puentes de Salud 2013 YESPhilly 2012 Rock to the Future 2011 Habitat for Humanity 2010 Philadelphia Wooden Boat Factory 2009 After School Activities Partnerships ASAP 2008 The Cradle of Liberty Council Philadelphia Futures 2007 Philadelphia Society for Services to Children 2006 Neighborhood Bike Works Rebuilding Together Philadelphia 2005 Operation Warm AUD Conversion rate at time of approval applies Philabundance food drive In June 2014 Delaware Investments employees conducted a food drive for Philabundance a nonprofit organization that provides food to approximately 65 000 people each week in the Delaware Valley Philabundance serves low income individuals at risk of hunger and malnutrition of which 23 are children and 16 are senior citizens In total Delaware Investments employees donated about 800 pounds of food and 5 000 in monetary donations Delaware Investments sponsors the Eagles Youth Partnership For the third consecutive year Delaware Investments is a sponsor of the Eagles Youth Partnership EYP EYP serves more than 50 000 low income children in the Greater Philadelphia area focusing on health and education programming EYP brings services directly to kids at their schools and in their neighborhoods Other partnerships and volunteerism With volunteer opportunities in abundance Delaware Investments initiated its Community Advisory Committee CAC in March 2010 to help cultivate volunteerism at all levels of the organization and accelerate the fostering of relationships throughout our local community The CAC meets quarterly to assess potential opportunities and encourage Delaware Investments employees to provide volunteer support for projects of nonprofit organizations Many of these projects focus on providing educational opportunities and improving the health and welfare of our underserved children Together Delaware Investments and the Macquarie Group Foundation share the simple belief that a company has a responsibility to work for the betterment of the communities in which it operates With the growth of our business comes the duty to give back to help make a difference and to improve the quality of life in the communities in which we do business a responsibility borne out of the core principles on which our company was founded Delaware Investments Charity Classic XI October 12 2015 Delaware Investments President Shawn Lytle left presents a check for 177 600 to Philadelphia City Rowing Executive Director Terry Dougherty and Board Chairman Tony Schneider right at the end of its 11th annual Delaware Investments Charity Classic Philabundance food drive Delaware Investments volunteers at work in the packaging area L R Rocco Ciarrocchi James Welser and Cynthia Bittle Our bake sale helped raise money for worthy charities About us Get

    Original URL path: http://www.delawareinvestments.com/individual-investors/about-us/community (2016-04-26)
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  • Taxes
    on a tax exempt investment Illustration assumes 39 6 federal tax bracket 3 8 Medicare tax Read index definitions Getting to Tax Freedom Day You can see the impact of taxes on Tax Freedom Day in the chart below That marks the day each year that the nation has collectively earned enough money to pay its total tax bill Tax Freedom Day has crept later in the year since 2012 so that by 2015 it took until April 24 or 114 days into the year As the chart shows Tax Freedom Day can occur even later when the federal budget deficit is included Source Tax Foundation Tax Freedom Day 1900 to 2015 Source Tax Foundation calculations Spending more on taxes than basic necessities To put the issue of taxes in perspective consider that in 2015 Americans spent more on taxes than the basic life needs of housing food and clothing according to the Tax Foundation As the chart below shows Americans paid 3 3 trillion in federal taxes and 1 5 trillion in state and local taxes representing 31 about one third of national income America spent more on taxes in 2015 than it did on food clothing and housing combined Source Bureau of Economic Analysis Tax Foundation calculations 2015 More on munis Get fact sheets commentaries and much more information Learn more about our municipal fixed income solutions Read about other topics Stability Income The performance quoted represents past performance and does not guarantee future results Investment return and principal value of an investment will fluctuate so that shares when redeemed may be worth more or less than their original cost Current performance may be lower or higher than the performance quoted Performance data current to the most recent month end may be obtained by calling 800 523 1918 or visiting delawareinvestments com performance Investing involves risk including the possible loss of principal Fixed income securities and bond funds can lose value and investors can lose principal as interest rates rise They also may be affected by economic conditions that hinder an issuer s ability to make interest and principal payments on its debt The Fund may also be subject to prepayment risk the risk that the principal of a fixed income security that is held by the Fund may be prepaid prior to maturity potentially forcing the Fund to reinvest that money at a lower interest rate High yielding non investment grade bonds junk bonds involve higher risk than investment grade bonds Substantially all dividend income derived from tax free funds is exempt from federal income tax Some income may be subject to the federal alternative minimum tax AMT that applies to certain investors Capital gains if any are taxable Duration number will change as market conditions change Therefore duration should not be solely relied upon to indicate a municipal bond fund s potential volatility All third party marks cited are the property of their respective owners This information is not intended to be legal or tax advice

    Original URL path: http://www.delawareinvestments.com/munis/taxes (2016-04-26)
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  • The energy sector: Unsettled, but not in crisis
    of weakness Firms that seemingly overcome or at least accommodate oil price pressure are being rewarded by jeers not cheers The skepticism may be based on oil prices that dropped dramatically in early 2016 Despite an upswing of 40 by mid March from their lows in mid February and despite bets being made by some investors that oil prices have finally hit bottom there remain lingering concerns that the recovery may not last source Dow Jones The changing economics of oil An emphasis on supply Many of the developments discussed so far are attributable to this fact supply and demand are adjusting to new price levels particularly on the demand side Global demand for oil has held up relatively well but the supply side has been the main driver of the bear market Here in the United States for instance as recently as 2010 total output was 5 5 million barrels a day Source Dow Jones By 2015 output reached a record 9 7 million barrels a day Two additional points to keep in mind when thinking about oil supply and its effects of prices Certain producers Saudi Arabia most importantly are pumping at close to full capacity Saudi Arabia s plans were driven home in late February when its oil minister said his country has no plans to reduce output and is ready to withstand prices as low as 20 a barrel if needed Iran is poised to come online with potential output somewhere between 3 million and 4 million barrels a day Points for investors to consider We believe that the behavior of asset prices within the energy sector is cause for real concern and we think it warrants heightened risk monitoring At the same time we think it makes sense to keep in mind that the current malaise has not necessarily translated into a crisis It s also worth remembering that by its very nature the oil market can be prone to periodic disruptions and today s dislocation can be viewed as a natural part of a longer cycle When you put it into historical context today s behavior is no more severe than prior downturns such as those experienced as recently as 2008 and 1985 Investors who are concerned about how their portfolios can be affected by the energy sector should consult with their financial advisors who can help them get a clearer picture of the interaction between energy related developments and broader securities prices Topics for discussion might include Despite increasing optimism about the strength of the U S consumer is there reason to be concerned about real trouble for certain market participants Our take If crude oil spends a lot of time below 30 a barrel the damage to government budgets may be greater than the savings enjoyed by consumers Have energy stock valuations drifted far from fundamentals Our take For the most part it appears that stocks are performing worse than the underlying fundamentals would warrant Should I change my allocation to energy

    Original URL path: http://www.delawareinvestments.com/individual-investors/literature/insights/2016/the-energy-sector-unsettled-but-not-in-crisis (2016-04-26)
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  • As China contemplates an exchange tax, psychology meets economic reality
    a Tobin tax may be marginally negative for investor sentiment but we don t think the tax will ultimately be a significant issue Despite the negative headlines and worrisome news reports we remind investors to keep in mind that 1 foreign ownership of the A share market is still quite small less than 3 of the total market capitalization and 2 at the company level the Tobin tax may have little influence on earnings This last point is an important part of our analysis because any policy move that could potentially harm earnings would get a lot of scrutiny from us In this case investors should know that we don t see obvious warning flags at this point Waiting for the green light but until then more of the same The imposition of a Tobin tax has long been studied by Chinese policymakers and indeed the PBOC has drafted a set of rules that set the stage for implementation at will However the question of when to roll out the tax is still uncertain and will very likely depend on changes in market conditions as noted at the beginning of this commentary For financial markets we think the new measure will probably have a larger psychological effect than a genuine tangible impact especially if the tax rate is set at zero in the beginning It s also worth noting that foreign direct investment and long term capital investments will not be subject to the tax the policy s goal is mainly to curb currency speculations One way to view the Tobin tax in our view is as a stop gap measure that might be added to other central bank actions that have been put in motion as of late For policymakers we think the key focus should continue to be on domestic monetary policies and liquidity in an effort to ease speculation over yuan weakness Communicating a sense of confidence is key when managing currency policies and we think such communication is missing today Further policy steps are likely to address asset quality issues in the banking sector as well as overhauls of industries that are struggling with overcapacity All in all this continues pointing to a two speed economy in China with the consumer responsible for driving incremental growth Accordingly we continue to see better investment opportunities related to Chinese consumers especially outbound spending areas such as tourism and lifestyle expenditures For a better look at the rise of Chinese tourism in recent years see this chart that accompanied our recent Insight More quantitative easing China style The views expressed represent the Manager s assessment of the market environment as of April 2016 and should not be considered a recommendation to buy hold or sell any security and should not be relied on as research or investment advice Views are subject to change without notice and may not reflect the Manager s views Carefully consider the Funds investment objectives risk factors charges and expenses before investing This and other

    Original URL path: http://www.delawareinvestments.com/individual-investors/literature/insights/2016/china-contemplates-tax-on-foreign-exchange (2016-04-26)
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  • Reading a more “dovish” Fed on latest interest rate decision
    that forecast to only two interest rate hikes by year end Indeed many had expected that the Fed would reduce the level of its dot plot a chart that summarizes projections for the Fed s short term target interest rates but its lowering of expectations was more aggressive than most market participants anticipated The Fed s comments also centered more on global economic conditions rather than inflation in the United States For example Fed Chairwoman Janet Yellen spoke at a press conference after the FOMC meeting about a shift in most assessments of the appropriate policy path That largely reflects a somewhat slower projected path for global growth for growth in the global economy outside the United States and for some tightening in credit conditions in the form of an increase in spreads Yellen said The Fed decision and commentary came on the heels of interest rate cuts and monetary policy actions earlier in March by the European Central Bank in its latest stimulus effort These announcements from the European Central Bank and the Fed should be supportive of risk assets in our view While we continue to add investment grade corporate risk to our fixed income portfolios we are doing so on a highly selective basis Overall we remain cautious about the fundamental backdrop of the economy The views expressed represent the Manager s assessment of the market environment as of March 2016 and should not be considered a recommendation to buy hold or sell any security and should not be relied on as research or investment advice Views are subject to change without notice and may not reflect the Manager s views Carefully consider the Funds investment objectives risk factors charges and expenses before investing This and other information can be found in the Funds prospectuses and their summary prospectuses which may be obtained by visiting the fund literature page or calling 800 523 1918 Investors should read the prospectus and the summary prospectus carefully before investing IMPORTANT RISK CONSIDERATIONS Investing involves risk including the possible loss of principal Past performance does not guarantee future results Brian M Scotto Government and Agency Trader View bio See all from this author See all from this team Brian M Scotto biography Brian M Scotto Vice President Government and Agency Trader Brian M Scotto is a member of the fixed income trading team responsible for trading government and agency securities as well as interest rate futures and options He joined Delaware Investments in 2002 and prior to moving to the fixed income department he was vice president and product manager for the firm s value international and core mutual funds For two years prior to working at Delaware Investments Scotto was a vice president and head trader at Somerset Financial Group in Princeton N J where he traded equities equity options and fixed instruments He also spent three years at GMAC Mortgage Corporation as a mortgage trading analyst Scotto received his bachelor s degree in accounting and an MBA with a

    Original URL path: http://www.delawareinvestments.com/individual-investors/literature/insights/2016/reading-a-more-dovish-fed-on-latest-interest-rate-decision (2016-04-26)
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  • History of U.S. debt cycles
    look at U S financial history shows a series of peaks and valleys in how much debt the government businesses and consumers take on in the U S economy But as this illustration of debt as a percentage of GDP demonstrates the cycles of debt were more constrained in the late 19th and early 20th centuries That was in spite of the fact that economic life during that period could be volatile with panics bank runs and economic downturns occurring regularly With little in the way of government interference booms and busts were common There was one advantage when debtors went bust or banks failed the next upturn started with relatively clean balance sheets The dramatic financial and economic effects of the 1930s Great Depression however caused the government to realize that it could not allow this kind of severe contraction to happen again That was the start of the government stepping in with spending and fiscal policies to smooth out business cycles By the time World War II began government intervention had produced a more stable pattern But excesses accumulated during booms were no longer washed out during recessions Instead each new cycle carried the debt and imbalances to increasingly higher levels That led economists to term these debt cycles as supercycles The chart shows that the level of debt in the latest supercycle is nearly as high as just following World War II a war that required massive amounts of debt to conduct it and with a post war period of enormous pent up demand in the private sector The views expressed represent the Manager s assessment of the market environment as of April 2016 and should not be considered a recommendation to buy hold or sell any security and should not be relied on as research or

    Original URL path: http://www.delawareinvestments.com/individual-investors/literature/chart-of-the-month/history-of-us-debt-cycles (2016-04-26)
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  • Smart investing
    do has been consistent performance over a variety of market conditions The reason why that is increasingly important is that in a marketplace that we think will have increased volatility it s important that a team be able to generate consistent returns through quality research not only in terms of researching companies but also in terms of stock selection and ultimately putting names within the portfolio Christopher Beck For me the longer term is really looking at managements and companies and asking What will they deliver to me as a shareholder And if it s things that are positive I tend to have a bias toward dividends I tend to have a bias for share buybacks I tend to have a bias against highly levered companies because then I can take the financial risk out of the equation So for me the longer term is being able to sift through the daily data even the weekly data and the monthly data and say okay where is the company going What are their goals what are they trying to achieve And if it is in sync with our view as far as getting returns from the capital of the company it tends to put the odds in our favor as a strong investment Ty Nutt We also think that longer time frames mean fewer decisions And fewer decisions can mean fewer mistakes and better long term returns Close Explore the tabs on the right to learn about the strong consistent long term performance of the Delaware Investments Family of Funds and see and hear insightful market commentaries from our investment teams Barron s Big news in Barron s 2015 fund family ranking Lipper performance Strong performance among Lipper peers Smart funds Smart funds form the foundation of smart investing See us hear us Thought leadership from our investment professionals Home Barron s Big news in Barron s 2015 fund family ranking Lipper performance Strong performance among Lipper peers Smart funds Smart funds form the foundation of smart investing See us hear us Thought leadership from our investment professionals Follow us on LinkedIn Follow us Carefully consider the Funds investment objectives risk factors charges and expenses before investing This and other information can be found in the Funds prospectuses and summary prospectuses which may be obtained by visiting our fund literature page or calling 877 693 3546 Investors should read the prospectus and the summary prospectus carefully before investing IMPORTANT RISK CONSIDERATIONS Investing involves risk including the possible loss of principal Past performance does not guarantee future results Holding a relatively concentrated portfolio of a limited number of securities may increase risk because each investment has a greater effect on the Fund s overall performance than would be the case for a more diversified fund Certain statements made here are forward looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 PSLRA A forward looking statement is a statement that is not a historical fact and without limitation

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