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Delaware Investments


Delaware Investments traces its roots to an investment advisory firm founded in 1929. Delaware Investments is an affiliate of Lincoln Financial Group, is a Philadelphia-based diversified fund management firm with more than 110 billion dollars in assets under management as of September 30, 2005.Through a broad range of managed accounts and portfolios, mutual funds, retirement plan services, sub advised funds, college savings plans and other investment products, Delaware Investments provides investment services to individual investors and to institutional investors such as private and public pension funds, foundations, and endowment funds. 
 
Delaware Aggressive Allocation Portfolio seeks long-term capital growth. The fund primarily invests in various Delaware mutual funds based on four asset classes. It normally invests between 45 and 75 percent of assets in U.S. equity funds, 5 to 35 percent in fixed-income funds, 10 to 30 percent in international equity funds, and 0 to 35 percent in money market funds. The fund may also invest in individual securities that relate to each class. This fund is non-diversified.
 
Delaware American Government Bond seeks current income and safety of principal. The fund invests primarily 80 percent of assets in U.S. government securities. It may invest up to 20% of assets in high-quality corporate debt, bank obligations, and AAA rated asset-backed securities. The fund is nondiversified.
 
Delaware American Services seeks long-term capital growth. The fund invests at least 80 percent of assets primarily in stocks of U.S. companies in the financial services, business services and consumer services sectors and may invest up to 20 percent of assets in foreign securities. It seeks companies that offer the potential for long-term price appreciation. The fund employs a bottom-up stock selection to find companies believed to be leading companies in their sectors. The fund is nondiversified.
 
Delaware is as professionally run fund and the managers are dedicated to making a profit that is truly mutual to both the fund as well as the client.

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