Delaware Investments National Municipal Income Fund, Delaware Investments Colorado Municipal Income Fund, Inc. and Delaware Investments Minnesota Municipal Income Fund II, Inc. Announce Closing of Merger
21 Dezember 2021 - 10:38PM
Business Wire
The Boards of Trustees / Directors of Delaware Investments
National Municipal Income Fund (NYSE American: VFL) (the “Acquiring
Fund”), Delaware Investments Colorado Municipal Income Fund, Inc.
(NYSE American: VCF) (the “Colorado Muni Fund”) and Delaware
Investments Minnesota Municipal Income Fund II, Inc. (NYSE
American: VMM) (the “Minnesota Muni Fund”) today announced that the
anticipated closing date of the acquisition of the Colorado Muni
Fund and the Minnesota Muni Fund by the Acquiring Fund (the
“Transaction”), is February 11, 2022, at approximately 5:00 p.m.
Eastern daylight savings time. The transaction is expected to be
tax-free and is pursuant to an Agreement and Plan of Acquisition
(the “Plan of Acquisition”) approved by shareholders at the Joint
Annual Meeting of Shareholders (the “Annual Meeting”) held on
October 11, 2021, adjourned to November 9, 2021.
In connection with the Plan of Acquisition, each of the Colorado
Muni Fund and the Minnesota Muni Fund will make a final
distribution of substantially all of its undistributed tax-exempt
interest income, ordinary income and capital gain net income, if
any, earned and anticipated to be earned through close of business
on February 1, 2022, payable on February 4, 2022 to common
shareholders of record on February 1, 2022. Each of the Colorado
Muni Fund and the Minnesota Muni Fund currently anticipates issuing
another press release prior to February 4, 2022 stating the exact
amount of the final distribution, if any. In early 2023, common
shareholders of both Colorado Muni Fund and Minnesota Muni Fund
will receive a Form 1099-DIV for the calendar year 2022 that will
tell you how to report these distributions for federal income tax
purposes.
Each Fund is a closed-end fund managed by Delaware Management
Company, a series of Macquarie Investment Management Business
Trust. The investment objective of the Acquiring Fund is to provide
current income exempt from regular federal income tax consistent
with the preservation of capital. The investment objective of the
Colorado Muni Fund is to provide current income exempt from federal
income tax and from the personal income tax of Colorado, if any,
consistent with the preservation of capital. The investment
objective of the Minnesota Muni Fund is to provide current income
exempt from federal income tax and from the personal income tax of
Minnesota, if any, consistent with the preservation of capital. As
of October 31, 2021, the total assets of the Acquiring Fund,
Colorado Muni Fund and Minnesota Muni Fund were approximately $68.1
million, $74.2 million and $172.2 million, respectively.
In connection with the Plan of Acquisition, each Fund has filed
relevant materials with the U.S. Securities and Exchange
Commission, including a combined proxy statement for each Fund and
a Form N-14 registration statement for the Acquiring Fund that
contained a prospectus. The foregoing is not an offer to sell, nor
a solicitation of an offer to buy, shares of any fund.
About Macquarie Asset Management
Macquarie Asset Management is a global asset manager that aims
to deliver positive impact for everyone. Trusted by institutions,
pension funds, governments, and individuals to manage more than
$US531 billion in assets globally as at September 30, 2021, we
provide access to specialist investment expertise across a range of
capabilities including fixed income, equities, multi-asset
solutions, private credit, infrastructure, renewables, natural
assets, real estate, and transportation finance.
Macquarie Asset Management is part of Macquarie Group, a
diversified financial group providing clients with asset
management, finance, banking, advisory and risk and capital
solutions across debt, equity, and commodities. Founded in 1969,
Macquarie Group employs approximately 16,400 people in 31 markets
and is listed on the Australian Securities Exchange.
Other than Macquarie Bank Limited (MBL), none of the entities
noted are authorized deposit-taking institutions for the purposes
of the Banking Act 1959 (Commonwealth of Australia). The
obligations of these entities do not represent deposits or other
liabilities of MBL. MBL does not guarantee or otherwise provide
assurance in respect of the obligations of these entities, unless
noted otherwise.
© 2021 Macquarie Management Holdings, Inc.
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