Macquarie Institutional Portfolios

Mary Ellen Carroza

Macquarie Institutional Portfolios

Estimated Cap Gains

Client forms

Form ADV

  • Part 1 of Macquarie Investment Management Business Trust ("MIMBT")
  • Part 2A of Macquarie Investment Management Business Trust ("MIMBT")
  • Part 2B supplement of Macquarie Investment Management Business Trust ("MIMBT")

Prospectuses

Issued annually, our fund prospectuses present detailed information about funds' investment objectives and strategies; risks, holdings, performance; and fees and expenses.

Shareholder reports

Annual reports describe our funds, their activities, and their performance during the reporting period. They contain detailed financial information, which is also published in semiannual reports.

Statements of additional information

Updated at least annually, the SAI expands on the fund prospectus with detailed information about the structure and administrative practices that apply to the fund.

Schedule of investments (NQs)

Investments held by a mutual fund.

Fact sheets

At-a-glance information about our funds is published quarterly.

Commentaries

Presented quarterly by our portfolio managers and investment analysts, commentaries discuss fund activity and the prevailing market environment.

Click here for an update on a bankruptcy litigation matter affecting a security held by certain Funds.

For shareholders

Shareholder service center

Have questions? Contact the service center for answers.

Phone: 800 231-8002
Email: cssupportteam@macquarie.com

A dedicated shareholder service staff is available to answer questions and provide information regarding the Macquarie Institutional Portfolios (registered as Delaware Pooled® Trust ) from 9 a.m. to 5 p.m. Eastern time.

Macquarie Institutional Portfolios (registered as Delaware Pooled® Trust) are designed exclusively for institutional investors and high net worth individuals.