The Virtus Duff & Phelps Global Real Estate Securities Fund is a mutual fund that offers investors access to a diversified portfolio of real estate securities from around the world. Its primary function is to provide exposure to both U.S. and international real estate markets by investing in companies principally engaged in the acquisition, ownership, and operation of real estate, with a particular emphasis on those generating recurring rental income. The fund predominantly holds equity securities, including common and preferred stocks, as well as shares of real estate investment trusts (REITs) and similar entities. Managed by Duff & Phelps Investment Management, the fund employs a disciplined, bottom-up investment process that blends qualitative and quantitative analysis to target high-quality commercial real estate owner-operators. It typically maintains a concentrated portfolio of 50–70 holdings and seeks to deliver a balance of income and growth, drawing on stable cash flows from real estate rental contracts. By investing globally, the fund enables portfolio diversification and may help reduce overall volatility due to lower correlations between real estate and traditional asset classes like stocks and bonds. Its role in the market is to serve investors looking to enhance diversification and potentially achieve attractive risk-adjusted returns through global real estate exposure.
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