Multi-asset funds

Delaware Investments multi-asset mutual funds are intended to provide exposure to a globally diversified mix of asset classes. The asset classes in each fund have strategic policy weights that have been determined with respect to the fund's intended risk profile. Each asset class is actively managed by a Delaware Investments team. The funds are overseen by a team of senior executives from across the firm, who meet at least monthly, and who have responsibility for determining tactical allocations away from the strategic policy weights. These multi-asset mutual funds may be effective building blocks for a well-diversified investment portfolio. Diversification may not protect against market risk.


Foundation Funds prospecting kit

Use our Foundation Funds prospecting kit to segment your book of business. Let our letter template, personalized proposals, and risk questionnaire assist you as you tailor these ideas to your individual clients, interests, and business model. Click on the tools below to learn more.

Executive summary

The executive summary provides an overview of the prospecting kit's ideas and benefits. It includes suggested steps to plan your activities and tailor the kit's tools to your book of business.

Download the executive summary


Letter

This letter serves as a “template” that can be customized for each intended recipient. It references the questionnaire and includes a link to the public website.

Download the letter


Questionnaire

This interactive questionnaire uses ten questions to calculate a score in order to measure risk tolerance. It is intended to complement a broader, in-depth financial planning process.

Download the questionnaire


Proposals

These proposals include interactive PDFs for each Foundation Fund (Class A only), each of which will be updated quarterly.

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.

Fund finder

Asset classes