Virtus SGA Emerging Markets Equity Fund (PICEX)

Overview

The fund focuses on offering investors the opportunity to participate in the growth of emerging economies by investing primarily in well-established companies from these regions. It allocates at least 80% of its assets to equity securities or equity-linked instruments of issuers located in emerging market countries, which encompass a broad range of nations excluding the U.S., Canada, Japan, Australia, New Zealand, and most Western European countries. These markets represent a diverse range of economies, each with its own unique growth potential and investment opportunities.

Products and Services

• Equity Securities Investment:

  This product focuses on investing in stocks or similar equity instruments of companies based in emerging markets. It allows investors to gain direct exposure to the equity markets of developing economies, potentially benefiting from the growth of these regions.

• Equity-Linked Instruments:

  The fund also invests in equity-linked instruments, which may include options, warrants, and other securities that provide exposure to the equity markets of emerging economies. These instruments offer investors alternative ways to participate in the growth of these markets, with potentially different risk and return profiles compared to direct stock investments.