0001206774-13-004112.txt : 20131121 0001206774-13-004112.hdr.sgml : 20131121 20131121105258 ACCESSION NUMBER: 0001206774-13-004112 CONFORMED SUBMISSION TYPE: 497 PUBLIC DOCUMENT COUNT: 7 FILED AS OF DATE: 20131121 DATE AS OF CHANGE: 20131121 EFFECTIVENESS DATE: 20131121 FILER: COMPANY DATA: COMPANY CONFORMED NAME: DELAWARE POOLED TRUST CENTRAL INDEX KEY: 0000875352 IRS NUMBER: 232651511 STATE OF INCORPORATION: DE FISCAL YEAR END: 1031 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 033-40991 FILM NUMBER: 131234534 BUSINESS ADDRESS: STREET 1: ONE COMMERCE SQUARE STREET 2: 2005 MARKET STREET CITY: PHILADELPHIA STATE: PA ZIP: 19103 BUSINESS PHONE: 18005231918 MAIL ADDRESS: STREET 1: ONE COMMERCE SQUARE STREET 2: 2005 MARKET STREET CITY: PHILADELPHIA STATE: PA ZIP: 19103 FORMER COMPANY: FORMER CONFORMED NAME: DELAWARE POOLED TRUST INC DATE OF NAME CHANGE: 19920717 0000875352 S000003937 DELAWARE REIT FUND C000011041 CLASS A DPREX C000011042 CLASS B DPRBX C000011043 CLASS C DPRCX C000011044 CLASS R DPRRX C000011045 INSTITUTIONAL CLASS DPRSX 497 1 dereit_497.htm TRANSMITTAL LETTER

Stradley, Ronon, Stevens & Young, LLP
2005 Market Street, Suite 2600
Philadelphia, Pennsylvania 19103-7018
(215) 564-8000

November 21, 2013

VIA EDGAR TRANSMISSION

Filing Desk
U.S. Securities and Exchange Commission
100 F Street, N.E.
Washington, DC 20549
Attention: James O’Connor

      RE:       Delaware Pooled Trust (the “Registrant”)
File Nos. 811-06322; 033-40991

Dear Sir or Madam:

     Pursuant to Rule 497(e) under the Securities Act of 1933, as amended, (the “1933 Act”) submitted electronically via the EDGAR system, please find enclosed certain risk/return summary information in an interactive data format using the eXtensible Business Reporting Language (the “XBRL exhibits”). The XBRL exhibits reflect the Item 3 risk/return summary disclosure that was included in the supplement relating to the prospectus dated February 28, 2013, for Delaware REIT Fund, a series of the Registrant, that was filed with the U.S. Securities and Exchange Commission via the EDGAR system on October 30, 2013 (Accession No. 0001206774-13-003861) pursuant to Rule 497(e) under the 1933 Act.

     If you have any questions or comments regarding this filing, please call me at (215) 564-8099.

Very truly yours,
 
 
/s/ Jonathan M. Kopcsik
Jonathan M. Kopcsik

cc:       Bruce G. Leto
Kathryn R. Williams


EX-101.INS 2 delaw-20131030.xml XBRL INSTANCE DOCUMENT 0000875352 2013-10-30 2013-10-30 0000875352 delaw:S000003937Member 2013-10-30 2013-10-30 0000875352 delaw:S000003937Member delaw:C000011041Member 2013-10-30 2013-10-30 0000875352 delaw:S000003937Member delaw:C000011042Member 2013-10-30 2013-10-30 0000875352 delaw:S000003937Member delaw:C000011043Member 2013-10-30 2013-10-30 0000875352 delaw:S000003937Member delaw:C000011044Member 2013-10-30 2013-10-30 0000875352 delaw:S000003937Member delaw:C000011045Member 2013-10-30 2013-10-30 iso4217:USD xbrli:pure 497 2012-10-31 DELAWARE POOLED TRUST 0000875352 false 2013-10-30 2013-10-30 2013-02-28 0.0575 0.0000 0.0000 0.0000 0.0000 0.0000 0.0400 0.0100 0.0000 0.0000 0.0075 0.0075 0.0075 0.0075 0.0075 0.0025 0.0100 0.0100 0.0050 0.0000 0.0030 0.0030 0.0030 0.0030 0.0030 0.0130 0.0205 0.0205 0.0155 0.0105 0.0000 -0.0075 0.0000 0.0000 0.0000 0.0130 0.0130 0.0205 0.0155 0.0105 <p style="font: 8pt Times New Roman, Times, Serif; margin: 0"><b>Delaware REIT Fund (the "Fund")</b></p> <p style="font: 8pt Times New Roman, Times, Serif; margin-top: 0; text-align: center; margin-bottom: 0"><font style="font: 8pt Times New Roman, Times, Serif"><b>DELAWARE POOLED<sup>&#174;</sup>&#160;TRUST</b></font></p> <p style="font: 8pt Times New Roman, Times, Serif; margin-top: 0; text-align: center; margin-bottom: 0"><font style="font: 8pt Times New Roman, Times, Serif"><b>&#160;</b></font></p> <p style="font: 8pt Times New Roman, Times, Serif; margin-top: 0; text-align: center; margin-bottom: 0"><b>Delaware REIT Fund (the "Fund")</b></p> <p style="font: 8pt Times New Roman, Times, Serif; margin-top: 0; text-align: center; margin-bottom: 0"><font style="font: 8pt Times New Roman, Times, Serif"><b>&#160;</b></font></p> <p style="font: 8pt Times New Roman, Times, Serif; margin-top: 0; text-align: center; margin-bottom: 0"><font style="font: 8pt Times New Roman, Times, Serif"><b>Supplement to the Fund's Class A, Class B, Class C, Class R, and Institutional Class</b></font></p> <p style="font: 8pt Times New Roman, Times, Serif; margin-top: 0; text-align: center; margin-bottom: 0"><font style="font: 8pt Times New Roman, Times, Serif"><b>Statutory Prospectus dated February 28, 2013</b></font></p> <p style="font: 8pt Times New Roman, Times, Serif; margin-top: 0; text-align: center; margin-bottom: 0"><font style="font: 8pt Times New Roman, Times, Serif"><b>&#160;</b></font></p> <p style="font: 8pt Times New Roman, Times, Serif; margin: 0"><font style="font: 8pt Times New Roman, Times, Serif"><i>The following replaces the information in the section entitled, "What are the Fund's fees and expenses?".</i></font></p> <p style="font: 8pt Times New Roman, Times, Serif; margin: 0"><b>What are the Fund's fees and expenses?</b></p> <p style="font: 8pt Times New Roman, Times, Serif; margin: 0; text-align: justify">The following table describes the fees and expenses that you may pay if you buy and hold shares of the Fund. You may qualify for sales-charge discounts if you and your family invest, or agree to invest in the future, at least $50,000 in Delaware Investments<sup>&#174;</sup>&#160;Funds. More information about these and other discounts is available from your financial advisor, in the Fund's prospectus under the section entitled "About your account," and in the Fund's statement of additional information under the section entitled "Purchasing shares."</p> <p style="font: 8pt Times New Roman, Times, Serif; margin: 0; text-align: justify">Annual fund operating expenses (expenses that you pay each year as a percentage of the value of your investment)</p> <p style="font: 8pt Times New Roman, Times, Serif; margin: 0"><b>Example</b></p> <p style="font: 8pt Times New Roman, Times, Serif; margin: 0; text-align: justify">This example is intended to help you compare the cost of investing in the Fund with the cost of investing in other mutual funds. The example assumes that you invest $10,000 in the Fund for the time periods indicated and then redeem all of your shares at the end of those periods. The example also assumes that your investment has a 5% return each year and reflects the applicable waivers and reimbursements for the 1-year contractual period and the total operating expenses without waivers for years 2 through 10. Although your actual costs may be higher or lower, based on these assumptions your costs would be:</p> <p style="font: 8pt Times New Roman, Times, Serif; margin: 0; text-align: justify"><b>Investments in the Fund are not and will not be deposits with or liabilities of Macquarie Bank Limited ABN 46 008 583 542 and its holding companies, including their subsidiaries or related companies (the "Macquarie Group"), and are subject to investment risk, including possible delays in repayment and loss of income and capital invested. No Macquarie Group company guarantees or will guarantee the performance of the Fund, the repayment of capital from the Fund, or any particular rate of return.</b></p> <p style="font: 8pt Times New Roman, Times, Serif; margin: 0"><b>&#160;</b></p> <p style="font: 8pt Times New Roman, Times, Serif; margin-top: 0; text-align: center; margin-bottom: 0"><b><i>Please keep this Supplement for future reference.</i></b></p> <p style="font: 8pt Times New Roman, Times, Serif; margin-top: 0; text-align: center; margin-bottom: 0">&#160;</p> <p style="font: 8pt Times New Roman, Times, Serif; margin: 0"><b>This Supplement is dated October 30, 2013.</b></p> <p style="margin: 0"><font style="font: 8pt Times New Roman, Times, Serif">September 30, 2014</font></p> 50000 <p style="font: 8pt Times New Roman, Times, Serif; margin: 0; text-align: justify">You may qualify for sales-charge discounts if you and your family invest, or agree to invest in the future, at least $50,000 in Delaware Investments<sup>&#174;</sup>&#160;Funds. More information about these and other discounts is available from your financial advisor, in the Fund's prospectus under the section entitled "About your account," and in the Fund's statement of additional information under the section entitled "Purchasing shares."</p> <div style="display: none">~ http://xbrl.sec.gov/rr/role/ShareholderFeesData column period compact * column dei_LegalEntityAxis compact delaw_S000003937Member column rr_ProspectusShareClassAxis compact * row primary compact * ~</div> <div style="display: none">~ http://xbrl.sec.gov/rr/role/OperatingExpensesData column period compact * column dei_LegalEntityAxis compact delaw_S000003937Member column rr_ProspectusShareClassAxis compact * row primary compact * ~</div> <p style="margin: 0"><font style="font: 8pt Times New Roman, Times, Serif"><b>(if not redeemed)</b></font></p> 700 532 308 158 107 963 845 643 490 334 1247 1259 1103 845 579 2053 2126 2379 1845 1283 132 208 570 643 1034 1103 2126 2379 <div style="display: none">~ http://xbrl.sec.gov/rr/role/ExpenseExample column period compact * column dei_LegalEntityAxis compact delaw_S000003937Member column rr_ProspectusShareClassAxis compact * row primary compact * ~</div> <div style="display: none">~ http://xbrl.sec.gov/rr/role/ExpenseExampleNoRedemption column period compact * column dei_LegalEntityAxis compact delaw_S000003937Member column rr_ProspectusShareClassAxis compact * row primary compact * ~</div> <p style="margin: 0pt; text-align: justify"><font style="font: 8pt Times New Roman, Times, Serif">Shareholder fees (fees paid directly from your investment)</font></p> If you redeem Class B shares during the first year after you buy them, you will pay a contingent deferred sales charge (CDSC) of 4.00%, which declines to 3.25% during the second year, 2.75% during the third year, 2.25% during the fourth and fifth years, 1.50% during the sixth year, and 0% thereafter. 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Performance Narrative [Text Block] Performance Information Illustrates Variability of Returns [Text] Performance One Year or Less [Text] Performance Additional Market Index [Text] Performance Availability Phone [Text] Performance Availability Website Address [Text] Performance Past Does Not Indicate Future [Text] Bar Chart [Heading] Bar Chart Narrative [Text Block] Bar Chart Does Not Reflect Sales Loads [Text] Annual Return Caption [Text] Annual Return, Column [Text] Annual Return, Inception Date Annual Return 1990 Annual Return 1991 Annual Return 1992 Annual Return 1993 Annual Return 1994 Annual Return 1995 Annual Return 1996 Annual Return 1997 Annual Return 1998 Annual Return 1999 Annual Return 2000 Annual Return 2001 Annual Return 2002 Annual Return 2003 Annual Return 2004 Annual Return 2005 Annual Return 2006 Annual Return 2007 Annual Return 2008 Annual Return 2009 Annual Return 2010 Annual Return 2011 Annual Return 2012 Annual Return 2013 Annual Return 2014 Annual Return 2015 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Label Element Value
[RiskReturnAbstract] rr_RiskReturnAbstract  
Document Type dei_DocumentType 497
Document Period End Date dei_DocumentPeriodEndDate Oct. 31, 2012
Registrant Name dei_EntityRegistrantName DELAWARE POOLED TRUST
Central Index Key dei_EntityCentralIndexKey 0000875352
Amendment Flag dei_AmendmentFlag false
Document Creation Date dei_DocumentCreationDate Oct. 30, 2013
Document Effective Date dei_DocumentEffectiveDate Oct. 30, 2013
Prospectus Date rr_ProspectusDate Feb. 28, 2013
Delaware REIT Fund
 
[RiskReturnAbstract] rr_RiskReturnAbstract  
Risk/Return [Heading] rr_RiskReturnHeading

Delaware REIT Fund (the "Fund")

Supplement [TextBlock] delaw_SupplementTextBlock

DELAWARE POOLED® TRUST

 

Delaware REIT Fund (the "Fund")

 

Supplement to the Fund's Class A, Class B, Class C, Class R, and Institutional Class

Statutory Prospectus dated February 28, 2013

 

The following replaces the information in the section entitled, "What are the Fund's fees and expenses?".

Expense [Heading] rr_ExpenseHeading

What are the Fund's fees and expenses?

Expense Narrative [Text Block] rr_ExpenseNarrativeTextBlock

The following table describes the fees and expenses that you may pay if you buy and hold shares of the Fund. You may qualify for sales-charge discounts if you and your family invest, or agree to invest in the future, at least $50,000 in Delaware Investments® Funds. More information about these and other discounts is available from your financial advisor, in the Fund's prospectus under the section entitled "About your account," and in the Fund's statement of additional information under the section entitled "Purchasing shares."

Shareholder Fees Caption [Text] rr_ShareholderFeesCaption

Shareholder fees (fees paid directly from your investment)

Operating Expenses Caption [Text] rr_OperatingExpensesCaption

Annual fund operating expenses (expenses that you pay each year as a percentage of the value of your investment)

Fee Waiver or Reimbursement over Assets, Date of Termination rr_FeeWaiverOrReimbursementOverAssetsDateOfTermination

September 30, 2014

Expense Breakpoint Discounts [Text] rr_ExpenseBreakpointDiscounts

You may qualify for sales-charge discounts if you and your family invest, or agree to invest in the future, at least $50,000 in Delaware Investments® Funds. More information about these and other discounts is available from your financial advisor, in the Fund's prospectus under the section entitled "About your account," and in the Fund's statement of additional information under the section entitled "Purchasing shares."

Expense Breakpoint, Minimum Investment Required [Amount] rr_ExpenseBreakpointMinimumInvestmentRequiredAmount $ 50,000
Expense Example [Heading] rr_ExpenseExampleHeading

Example

Expense Example Narrative [Text Block] rr_ExpenseExampleNarrativeTextBlock

This example is intended to help you compare the cost of investing in the Fund with the cost of investing in other mutual funds. The example assumes that you invest $10,000 in the Fund for the time periods indicated and then redeem all of your shares at the end of those periods. The example also assumes that your investment has a 5% return each year and reflects the applicable waivers and reimbursements for the 1-year contractual period and the total operating expenses without waivers for years 2 through 10. Although your actual costs may be higher or lower, based on these assumptions your costs would be:

Expense Example, No Redemption, By Year, Caption [Text] rr_ExpenseExampleNoRedemptionByYearCaption

(if not redeemed)

Supplement Closing [TextBlock] delaw_SupplementClosingTextblock

Investments in the Fund are not and will not be deposits with or liabilities of Macquarie Bank Limited ABN 46 008 583 542 and its holding companies, including their subsidiaries or related companies (the "Macquarie Group"), and are subject to investment risk, including possible delays in repayment and loss of income and capital invested. No Macquarie Group company guarantees or will guarantee the performance of the Fund, the repayment of capital from the Fund, or any particular rate of return.

 

Please keep this Supplement for future reference.

 

This Supplement is dated October 30, 2013.

Delaware REIT Fund | Class A
 
[RiskReturnAbstract] rr_RiskReturnAbstract  
Maximum sales charge (load) imposed on purchases as a percentage of offering price rr_MaximumSalesChargeImposedOnPurchasesOverOfferingPrice 5.75%
Maximum contingent deferred sales charge (load) as a percentage of original purchase price or redemption price, whichever is lower rr_MaximumDeferredSalesChargeOverOfferingPrice none
Management fees rr_ManagementFeesOverAssets 0.75%
Distribution and service (12b-1) fees rr_DistributionAndService12b1FeesOverAssets 0.25%
Other expenses rr_OtherExpensesOverAssets 0.30%
Total annual fund operating expenses rr_ExpensesOverAssets 1.30% [1]
Fee waivers and expense reimbursements rr_FeeWaiverOrReimbursementOverAssets none
Total annual fund operating expenses after fee waivers and expense reimbursements rr_NetExpensesOverAssets 1.30%
Expense Example, with Redemption, 1 Year rr_ExpenseExampleYear01 700
Expense Example, with Redemption, 3 Years rr_ExpenseExampleYear03 963
Expense Example, with Redemption, 5 Years rr_ExpenseExampleYear05 1,247
Expense Example, with Redemption, 10 Years rr_ExpenseExampleYear10 2,053
Delaware REIT Fund | Class B
 
[RiskReturnAbstract] rr_RiskReturnAbstract  
Maximum sales charge (load) imposed on purchases as a percentage of offering price rr_MaximumSalesChargeImposedOnPurchasesOverOfferingPrice none
Maximum contingent deferred sales charge (load) as a percentage of original purchase price or redemption price, whichever is lower rr_MaximumDeferredSalesChargeOverOfferingPrice 4.00% [2]
Management fees rr_ManagementFeesOverAssets 0.75%
Distribution and service (12b-1) fees rr_DistributionAndService12b1FeesOverAssets 1.00%
Other expenses rr_OtherExpensesOverAssets 0.30%
Total annual fund operating expenses rr_ExpensesOverAssets 2.05% [1]
Fee waivers and expense reimbursements rr_FeeWaiverOrReimbursementOverAssets (0.75%)
Total annual fund operating expenses after fee waivers and expense reimbursements rr_NetExpensesOverAssets 1.30%
Expense Example, with Redemption, 1 Year rr_ExpenseExampleYear01 532
Expense Example, with Redemption, 3 Years rr_ExpenseExampleYear03 845
Expense Example, with Redemption, 5 Years rr_ExpenseExampleYear05 1,259
Expense Example, with Redemption, 10 Years rr_ExpenseExampleYear10 2,126
Expense Example, No Redemption, 1 Year rr_ExpenseExampleNoRedemptionYear01 132
Expense Example, No Redemption, 3 Years rr_ExpenseExampleNoRedemptionYear03 570
Expense Example, No Redemption, 5 Years rr_ExpenseExampleNoRedemptionYear05 1,034
Expense Example, No Redemption, 10 Years rr_ExpenseExampleNoRedemptionYear10 2,126
Delaware REIT Fund | Class C
 
[RiskReturnAbstract] rr_RiskReturnAbstract  
Maximum sales charge (load) imposed on purchases as a percentage of offering price rr_MaximumSalesChargeImposedOnPurchasesOverOfferingPrice none
Maximum contingent deferred sales charge (load) as a percentage of original purchase price or redemption price, whichever is lower rr_MaximumDeferredSalesChargeOverOfferingPrice 1.00% [2]
Management fees rr_ManagementFeesOverAssets 0.75%
Distribution and service (12b-1) fees rr_DistributionAndService12b1FeesOverAssets 1.00%
Other expenses rr_OtherExpensesOverAssets 0.30%
Total annual fund operating expenses rr_ExpensesOverAssets 2.05% [1]
Fee waivers and expense reimbursements rr_FeeWaiverOrReimbursementOverAssets none
Total annual fund operating expenses after fee waivers and expense reimbursements rr_NetExpensesOverAssets 2.05%
Expense Example, with Redemption, 1 Year rr_ExpenseExampleYear01 308
Expense Example, with Redemption, 3 Years rr_ExpenseExampleYear03 643
Expense Example, with Redemption, 5 Years rr_ExpenseExampleYear05 1,103
Expense Example, with Redemption, 10 Years rr_ExpenseExampleYear10 2,379
Expense Example, No Redemption, 1 Year rr_ExpenseExampleNoRedemptionYear01 208
Expense Example, No Redemption, 3 Years rr_ExpenseExampleNoRedemptionYear03 643
Expense Example, No Redemption, 5 Years rr_ExpenseExampleNoRedemptionYear05 1,103
Expense Example, No Redemption, 10 Years rr_ExpenseExampleNoRedemptionYear10 2,379
Delaware REIT Fund | Class R
 
[RiskReturnAbstract] rr_RiskReturnAbstract  
Maximum sales charge (load) imposed on purchases as a percentage of offering price rr_MaximumSalesChargeImposedOnPurchasesOverOfferingPrice none
Maximum contingent deferred sales charge (load) as a percentage of original purchase price or redemption price, whichever is lower rr_MaximumDeferredSalesChargeOverOfferingPrice none
Management fees rr_ManagementFeesOverAssets 0.75%
Distribution and service (12b-1) fees rr_DistributionAndService12b1FeesOverAssets 0.50%
Other expenses rr_OtherExpensesOverAssets 0.30%
Total annual fund operating expenses rr_ExpensesOverAssets 1.55% [1]
Fee waivers and expense reimbursements rr_FeeWaiverOrReimbursementOverAssets none
Total annual fund operating expenses after fee waivers and expense reimbursements rr_NetExpensesOverAssets 1.55%
Expense Example, with Redemption, 1 Year rr_ExpenseExampleYear01 158
Expense Example, with Redemption, 3 Years rr_ExpenseExampleYear03 490
Expense Example, with Redemption, 5 Years rr_ExpenseExampleYear05 845
Expense Example, with Redemption, 10 Years rr_ExpenseExampleYear10 1,845
Delaware REIT Fund | Institutional Class
 
[RiskReturnAbstract] rr_RiskReturnAbstract  
Maximum sales charge (load) imposed on purchases as a percentage of offering price rr_MaximumSalesChargeImposedOnPurchasesOverOfferingPrice none
Maximum contingent deferred sales charge (load) as a percentage of original purchase price or redemption price, whichever is lower rr_MaximumDeferredSalesChargeOverOfferingPrice none
Management fees rr_ManagementFeesOverAssets 0.75%
Distribution and service (12b-1) fees rr_DistributionAndService12b1FeesOverAssets none
Other expenses rr_OtherExpensesOverAssets 0.30%
Total annual fund operating expenses rr_ExpensesOverAssets 1.05% [1]
Fee waivers and expense reimbursements rr_FeeWaiverOrReimbursementOverAssets none
Total annual fund operating expenses after fee waivers and expense reimbursements rr_NetExpensesOverAssets 1.05%
Expense Example, with Redemption, 1 Year rr_ExpenseExampleYear01 107
Expense Example, with Redemption, 3 Years rr_ExpenseExampleYear03 334
Expense Example, with Redemption, 5 Years rr_ExpenseExampleYear05 579
Expense Example, with Redemption, 10 Years rr_ExpenseExampleYear10 $ 1,283
[1] The Fund's investment manager, Delaware Management Company (Manager), has contractually agreed to waive all or a portion of its investment advisory fees and/or pay/reimburse expenses (excluding any 12b-1 plan, taxes, interest, inverse floater program expenses, short sale and dividend interest expenses, brokerage fees, certain insurance costs, acquired fund fees and expenses, and nonroutine expenses or costs, including, but not limited to, those relating to reorganizations, litigation, conducting shareholder meetings, and liquidations) in order to prevent total annual fund operating expenses from exceeding 1.25% of the Fund's average daily net assets from February 28, 2013 through February 28, 2014. The Fund's distributor, Delaware Distributors, L.P. (Distributor), has contracted to limit the Fund's Class B shares' 12b-1 fee to no more than 0.25% of average daily net assets from October 1, 2013 through September 30, 2014. These waivers and reimbursements may only be terminated by agreement of the Manager and the Distributor, as applicable, and the Fund.
[2] If you redeem Class B shares during the first year after you buy them, you will pay a contingent deferred sales charge (CDSC) of 4.00%, which declines to 3.25% during the second year, 2.75% during the third year, 2.25% during the fourth and fifth years, 1.50% during the sixth year, and 0% thereafter. Class C shares redeemed within one year of purchase are subject to a 1.00% CDSC.
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Delaware REIT Fund

Delaware REIT Fund (the "Fund")

DELAWARE POOLED® TRUST

 

Delaware REIT Fund (the "Fund")

 

Supplement to the Fund's Class A, Class B, Class C, Class R, and Institutional Class

Statutory Prospectus dated February 28, 2013

 

The following replaces the information in the section entitled, "What are the Fund's fees and expenses?".

What are the Fund's fees and expenses?

The following table describes the fees and expenses that you may pay if you buy and hold shares of the Fund. You may qualify for sales-charge discounts if you and your family invest, or agree to invest in the future, at least $50,000 in Delaware Investments® Funds. More information about these and other discounts is available from your financial advisor, in the Fund's prospectus under the section entitled "About your account," and in the Fund's statement of additional information under the section entitled "Purchasing shares."

Shareholder fees (fees paid directly from your investment)

Shareholder Fees Delaware REIT Fund
Class A
Class B
Class C
Class R
Institutional Class
Maximum sales charge (load) imposed on purchases as a percentage of offering price 5.75% none none none none
Maximum contingent deferred sales charge (load) as a percentage of original purchase price or redemption price, whichever is lower none 4.00% [1] 1.00% [1] none none
[1] If you redeem Class B shares during the first year after you buy them, you will pay a contingent deferred sales charge (CDSC) of 4.00%, which declines to 3.25% during the second year, 2.75% during the third year, 2.25% during the fourth and fifth years, 1.50% during the sixth year, and 0% thereafter. Class C shares redeemed within one year of purchase are subject to a 1.00% CDSC.

Annual fund operating expenses (expenses that you pay each year as a percentage of the value of your investment)

Annual Fund Operating Expenses Delaware REIT Fund
Class A
Class B
Class C
Class R
Institutional Class
Management fees 0.75% 0.75% 0.75% 0.75% 0.75%
Distribution and service (12b-1) fees 0.25% 1.00% 1.00% 0.50% none
Other expenses 0.30% 0.30% 0.30% 0.30% 0.30%
Total annual fund operating expenses [1] 1.30% 2.05% 2.05% 1.55% 1.05%
Fee waivers and expense reimbursements none (0.75%) none none none
Total annual fund operating expenses after fee waivers and expense reimbursements 1.30% 1.30% 2.05% 1.55% 1.05%
[1] The Fund's investment manager, Delaware Management Company (Manager), has contractually agreed to waive all or a portion of its investment advisory fees and/or pay/reimburse expenses (excluding any 12b-1 plan, taxes, interest, inverse floater program expenses, short sale and dividend interest expenses, brokerage fees, certain insurance costs, acquired fund fees and expenses, and nonroutine expenses or costs, including, but not limited to, those relating to reorganizations, litigation, conducting shareholder meetings, and liquidations) in order to prevent total annual fund operating expenses from exceeding 1.25% of the Fund's average daily net assets from February 28, 2013 through February 28, 2014. The Fund's distributor, Delaware Distributors, L.P. (Distributor), has contracted to limit the Fund's Class B shares' 12b-1 fee to no more than 0.25% of average daily net assets from October 1, 2013 through September 30, 2014. These waivers and reimbursements may only be terminated by agreement of the Manager and the Distributor, as applicable, and the Fund.

Example

This example is intended to help you compare the cost of investing in the Fund with the cost of investing in other mutual funds. The example assumes that you invest $10,000 in the Fund for the time periods indicated and then redeem all of your shares at the end of those periods. The example also assumes that your investment has a 5% return each year and reflects the applicable waivers and reimbursements for the 1-year contractual period and the total operating expenses without waivers for years 2 through 10. Although your actual costs may be higher or lower, based on these assumptions your costs would be:

Expense Example Delaware REIT Fund (USD $)
1 Year
3 Years
5 Years
10 Years
Class A
700 963 1,247 2,053
Class B
532 845 1,259 2,126
Class C
308 643 1,103 2,379
Class R
158 490 845 1,845
Institutional Class
107 334 579 1,283

(if not redeemed)

Expense Example, No Redemption Delaware REIT Fund (USD $)
1 Year
3 Years
5 Years
10 Years
Class B
132 570 1,034 2,126
Class C
208 643 1,103 2,379

Investments in the Fund are not and will not be deposits with or liabilities of Macquarie Bank Limited ABN 46 008 583 542 and its holding companies, including their subsidiaries or related companies (the "Macquarie Group"), and are subject to investment risk, including possible delays in repayment and loss of income and capital invested. No Macquarie Group company guarantees or will guarantee the performance of the Fund, the repayment of capital from the Fund, or any particular rate of return.

 

Please keep this Supplement for future reference.

 

This Supplement is dated October 30, 2013.

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Delaware REIT Fund

Delaware REIT Fund (the "Fund")

DELAWARE POOLED® TRUST

 

Delaware REIT Fund (the "Fund")

 

Supplement to the Fund's Class A, Class B, Class C, Class R, and Institutional Class

Statutory Prospectus dated February 28, 2013

 

The following replaces the information in the section entitled, "What are the Fund's fees and expenses?".

What are the Fund's fees and expenses?

The following table describes the fees and expenses that you may pay if you buy and hold shares of the Fund. You may qualify for sales-charge discounts if you and your family invest, or agree to invest in the future, at least $50,000 in Delaware Investments® Funds. More information about these and other discounts is available from your financial advisor, in the Fund's prospectus under the section entitled "About your account," and in the Fund's statement of additional information under the section entitled "Purchasing shares."

Shareholder fees (fees paid directly from your investment)

Shareholder Fees Delaware REIT Fund
Class A
Class B
Class C
Class R
Institutional Class
Maximum sales charge (load) imposed on purchases as a percentage of offering price 5.75% none none none none
Maximum contingent deferred sales charge (load) as a percentage of original purchase price or redemption price, whichever is lower none 4.00% [1] 1.00% [1] none none
[1] If you redeem Class B shares during the first year after you buy them, you will pay a contingent deferred sales charge (CDSC) of 4.00%, which declines to 3.25% during the second year, 2.75% during the third year, 2.25% during the fourth and fifth years, 1.50% during the sixth year, and 0% thereafter. Class C shares redeemed within one year of purchase are subject to a 1.00% CDSC.

Annual fund operating expenses (expenses that you pay each year as a percentage of the value of your investment)

Annual Fund Operating Expenses Delaware REIT Fund
Class A
Class B
Class C
Class R
Institutional Class
Management fees 0.75% 0.75% 0.75% 0.75% 0.75%
Distribution and service (12b-1) fees 0.25% 1.00% 1.00% 0.50% none
Other expenses 0.30% 0.30% 0.30% 0.30% 0.30%
Total annual fund operating expenses [1] 1.30% 2.05% 2.05% 1.55% 1.05%
Fee waivers and expense reimbursements none (0.75%) none none none
Total annual fund operating expenses after fee waivers and expense reimbursements 1.30% 1.30% 2.05% 1.55% 1.05%
[1] The Fund's investment manager, Delaware Management Company (Manager), has contractually agreed to waive all or a portion of its investment advisory fees and/or pay/reimburse expenses (excluding any 12b-1 plan, taxes, interest, inverse floater program expenses, short sale and dividend interest expenses, brokerage fees, certain insurance costs, acquired fund fees and expenses, and nonroutine expenses or costs, including, but not limited to, those relating to reorganizations, litigation, conducting shareholder meetings, and liquidations) in order to prevent total annual fund operating expenses from exceeding 1.25% of the Fund's average daily net assets from February 28, 2013 through February 28, 2014. The Fund's distributor, Delaware Distributors, L.P. (Distributor), has contracted to limit the Fund's Class B shares' 12b-1 fee to no more than 0.25% of average daily net assets from October 1, 2013 through September 30, 2014. These waivers and reimbursements may only be terminated by agreement of the Manager and the Distributor, as applicable, and the Fund.

Example

This example is intended to help you compare the cost of investing in the Fund with the cost of investing in other mutual funds. The example assumes that you invest $10,000 in the Fund for the time periods indicated and then redeem all of your shares at the end of those periods. The example also assumes that your investment has a 5% return each year and reflects the applicable waivers and reimbursements for the 1-year contractual period and the total operating expenses without waivers for years 2 through 10. Although your actual costs may be higher or lower, based on these assumptions your costs would be:

Expense Example Delaware REIT Fund (USD $)
1 Year
3 Years
5 Years
10 Years
Class A
700 963 1,247 2,053
Class B
532 845 1,259 2,126
Class C
308 643 1,103 2,379
Class R
158 490 845 1,845
Institutional Class
107 334 579 1,283

(if not redeemed)

Expense Example, No Redemption Delaware REIT Fund (USD $)
1 Year
3 Years
5 Years
10 Years
Class B
132 570 1,034 2,126
Class C
208 643 1,103 2,379

Investments in the Fund are not and will not be deposits with or liabilities of Macquarie Bank Limited ABN 46 008 583 542 and its holding companies, including their subsidiaries or related companies (the "Macquarie Group"), and are subject to investment risk, including possible delays in repayment and loss of income and capital invested. No Macquarie Group company guarantees or will guarantee the performance of the Fund, the repayment of capital from the Fund, or any particular rate of return.

 

Please keep this Supplement for future reference.

 

This Supplement is dated October 30, 2013.

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Document And Entity Information
0 Months Ended
Oct. 30, 2013
Document And Entity Information  
Document Type 497
Document Period End Date Oct. 31, 2012
Registrant Name DELAWARE POOLED TRUST
Central Index Key 0000875352
Amendment Flag false
Document Creation Date Oct. 30, 2013
Document Effective Date Oct. 30, 2013
Prospectus Date Feb. 28, 2013