August 28, 2016 1:36 AM ET

Capital Markets

Company Overview of Delaware Pooled Trust - Delaware REIT Fund

Company Overview

Delaware Pooled Trust - Delaware REIT Fund is an open-ended equity mutual fund launched by Delaware Management Holdings, Inc. The fund is managed by Delaware Management Business Trust. It invests in the public equity markets of the United States. The fund seeks to invest in stocks of companies operating in the real estate sector including REITs across all market capitalizations. It employs fundamental analysis along with a combination of top-down and bottom-up stock picking approach focusing on factors like properties' cash flow, capital to expand, strong ability to raise rents, and franchise value for the REIT to create its portfolio. The fund benchmarks the performance of its portfolio aga...

2005 Market Street

One Commerce Square

Philadelphia, PA 19103-7094

United States

Founded in 1995

Key Executives for Delaware Pooled Trust - Delaware REIT Fund

Chief Compliance Officer and Senior Vice President
Senior Vice President and Head of Municipal Bond Investments
Senior Vice President of Investment Accounting
Senior Vice President of Investment Systems
Senior Vice President, Chief Investment Officer of Emerging Markets and Healthcare and Portfolio Manager
Age: 54
Compensation as of Fiscal Year 2016.

Delaware Pooled Trust - Delaware REIT Fund Key Developments

Delaware Pooled Trust - Delaware REIT Fund, Special/Extraordinary Shareholders Meeting, Mar 31, 2015

Delaware Pooled Trust - Delaware REIT Fund, Special/Extraordinary Shareholders Meeting, Mar 31, 2015., at 15:00 US Eastern Standard Time. Location: offices of Stradley Ronon Stevens & Young, LLP. Agenda: To elect a Board of Trustees; to approve the implementation of a new “manager of managers” order; to revise the fundamental investment restriction relating to lending; and to revise provisions of the Agreement and Declaration of Trust related to documenting the transfer of shares.

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