Macquarie Asset Management global communications
2018 Lipper awards received by Delaware FundsSM by Macquarie:
Delaware Extended Duration Bond Fund, Institutional Class (DEEIX)
- Time period: 10 years
- Lipper classification: Corporate Debt BBB-Rated Funds
- Ranked first out of 109 funds for the 10-year period
Delaware National High-Yield Municipal Bond Fund, Class A (CXHYX)
- Time period: 10 years
- Lipper classification:High Yield Municipal Debt Funds
- Ranked first among 79 funds for the 10-year period
For more information, please see the press release.
2017 awards won by Macquarie Investment Management:
- €uro Fund Award – Winner – Fixed Income/International/Corporates/Investment Grade for the period of 1 year – Macquarie MS Bonds Global Corporates
- Professional Planner/Zenith Fund Awards* – Best Australian Equities, Large Cap – Macquarie High Conviction Fund
- Hedge Fund Rocks Awards – Winner – Long Short Equities Manager of the Year – Australia Plus
- Hedge Fund Rocks Awards – Winner – Market Neutral Manager of the Year – Pure Alpha
- Hedge Fund Rocks Awards – Winner – Fund of the Year – Australia Plus
- FundSource Awards – Winner – 2017 Fund Manager of the Year, Australia Equity Sector – Macquarie High Conviction Fund
- SMSF Adviser Awards – Winner – Australian Equities Fund Manager – Macquarie Investment Management
Macquarie Investment Management won the overall Fund Manager of the Year at the Lonsec/Money Management Fund Manager of the Year awards 2016.
Macquarie High Conviction Fund won best Australian Equities Fund (Broad Cap) at the Lonsec/Money Management Fund Manager of the Year awards 2016.
Macquarie Asia New Stars No.1 Fund won Best Global Equities Fund (Regional and Emerging Markets) at the Lonsec/Money Management Fund Manager of the Year awards 2016.
Macquarie Professional Series manager independent Franchise Partners has won best Global Equities Fund (Broad Cap) at the Lonsec/Money Management Fund Manager of the Year awards 2016.
- Awarded 9 Lipper Awards^ in 2016 across the US and Europe
- Awarded 6 Lipper Awards^ in 2015 across the US and Asia
- Awarded 8 Lipper Awards^ in 2014 across the US and Europe
Macquarie Professional Series manager Arrowstreet has won the The Smart Investor Blue Ribbon Awards International Large Cap Fund of the year in 2014.
At the Professional Planner/Zenith Fund Awards 2015*:
- Macquarie Asia New Stars No.1 Fund won best Emerging Markets and Regional Category
- Macquarie Professional Series manager Arrowstreet won the Global Category for best International Equities
Asia Asset Management Awards 2015: Asia-Pacific Equity, ex-Japan, 3 Years awarded to MFMHK for the and Hong Kong, CIO of the Year (Equity) awarded to Sam Le Cornu.
This information has been prepared by Macquarie Investment Management Australia Limited ABN 55 092 552 611 AFSL NO. 238321, the issuer of units in the fund and does not take into account your client’s objectives, financial situation or needs. Before making any financial investment decision or a decision about whether to acquire, or continue to hold the product, a person should obtain and review the Product Disclosure Statement and also seek independent financial, legal and taxation advice. This information is intended for recipients in Australia only.
This information is provided for the use of licensed and accredited brokers and financial advisers only. In no circumstances is it to be used by a potential client for the purposes of making a decision about a financial product or class of products.
The Fund is distributed by Delaware Distributors, L.P. (DDLP), an affiliate of Macquarie Investment Management Business Trust and Macquarie Group Limited. Macquarie Investment Management (MIM) is the marketing name for certain companies comprising the asset management division of Macquarie Group Limited and its subsidiaries and affiliates worldwide.
Other than Macquarie Bank Limited (MBL), none of the entities noted in this document are authorised deposit-taking institutions for the purposes of the Banking Act 1959 (Commonwealth of Australia). The obligations of these entities do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of these entities, unless noted otherwise.
As of Nov. 30, 2017, the currency for the calculation corresponds to the currency of the country for which the awards are calculated and relies on monthly data. Classification averages are calculated with all eligible share classes for each eligible classification. The calculation periods extend over 36, 60, and 120 months. The highest Lipper Leader for Consistent Return (Effective Return) value within each eligible classification determines the fund classification winner over 3, 5, or 10 years. For a detailed explanation, please review the Lipper Leaders methodology document.
Fund classification awards are given to the company that has the day-to-day responsibility of investing and monitoring the assets under management within the fund’s portfolio in order to achieve the investment objectives of the fund. This company is also referred to as a portfolio management company or investment advisor. The award goes to the fund management company in case that no such company has been appointed or several such companies share the task. From Thomson Reuters Lipper Awards, ©2018 Thomson Reuters. All rights reserved. Used by permission and protected by the Copyright Laws of the United States. The printing, copying, redistribution, or retransmission of this content without express written permission is prohibited.
Lipper rankings reflect a fund’s historical total return performance, excluding sales charges as applicable, relative to peers as of the above date. The ratings are subject to change every month and are based on equal-rated average of percentile ranks for the total return metrics over the 1-, 3-, 5-, and 10-year periods, if applicable. Lipper does not guarantee the accuracy of this information.
Past performance is not a guarantee of future results. Fee waivers were in place for all or some of the periods. Without such waivers, performance would have been lower and Lipper rankings may have been lower. Performance data current to the most recent month end may be obtained by calling 800 523-1918 or visiting delawarefunds.com/individual-investors/performance/Performance.
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 delawarefunds.com/literature or calling 800 523-1918. Investors should read the prospectus and the summary prospectus carefully before investing.
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. High yielding, non-investment-grade bonds (junk bonds) involve higher risk than investment grade bonds.
Certain funds may invest in derivatives, which may involve additional expenses and are subject to risk, including the risk that an underlying security or securities index moves in the opposite direction from what the portfolio manager anticipated. A derivative transaction depends upon the counterparties’ ability to fulfill their contractual obligations substantially all dividend income derived from tax-free funds is exempt from federal income tax. Some income may be subject to state and local taxes and/or the federal alternative minimum tax (AMT) that applies to certain investors. Capital gains, if any, are taxable.
International investments entail risks not ordinarily associated with US investments including fluctuation in currency values, differences in accounting principles, or economic or political instability in other nations.
Investing in emerging markets can be riskier than investing in established foreign markets due to increased volatility and lower trading volume.
Institutional Class shares do not reflect a sales charge and are available only to certain investors. See the prospectus for more information.
* The Professional Planner | Zenith Fund Awards are determined using proprietary methodologies. Fund Awards were issued October 6, 2017 and are solely statements of opinion and do not represent recommendations to purchase, hold or sell any securities or make any other investment decisions. Fund Awards are current for 12 months from the date awarded and are subject to change at any time. Fund Awards for previous years are referenced for historical purposes only.
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