VADIX

About VADIX

Virtus Duff & Phelps Real Asset Fund Class I is a multi-asset mutual fund designed to achieve long-term capital appreciation while seeking to protect investor purchasing power. Managed by Duff & Phelps Investment Management, a firm recognized for its expertise in real asset investing since 1932, the fund employs a multi-manager approach. Its strategy is to diversify across a broad spectrum of real assets, including global real estate, global infrastructure, natural resources, and commodity securities, as well as Treasury Inflation-Protected Securities (TIPS). This allocation aims to provide a hedge against inflation and low correlation to traditional equities and fixed income instruments. The fund is structured as a fund-of-funds, investing primarily in underlying mutual funds and ETFs that specialize in these asset classes. As such, it serves as a portfolio diversifier for investors seeking exposure to various real assets globally. Notable features include a focus on dynamic asset allocation and disciplined rebalancing, targeting a range of real asset categories to navigate shifting market conditions and inflationary environments.