Virtus SGA Emerging Markets Equity Fund Class A (HEMZX)

Overview

The fund is designed to provide investors with strategic exposure to emerging market economies by investing predominantly in established companies within these regions. Its investment strategy focuses on equity securities or equity-linked instruments of issuers located in emerging markets countries, excluding the more developed economies such as the U.S., Canada, Japan, Australia, New Zealand, and most nations in Western Europe. By maintaining at least 80% of its assets in such investments, the fund aims to capture the growth potential of emerging markets while diversifying investment portfolios.

Products and Services

• Equity Securities Investment
  

  This involves investing in shares of companies based in emerging markets countries. The fund targets well-established businesses that have the potential for growth and offer a viable investment opportunity. These equity investments are the core through which the fund aims to achieve its objective of capital appreciation.

• Equity-Linked Instruments
  

  The fund also diversifies its portfolio by investing in equity-linked instruments. These may include options, warrants, and other derivatives that are tied to the performance of equity securities in emerging markets. This approach allows the fund to potentially enhance its returns while managing the inherent risks of investing in emerging economies.