Virtus Duff & Phelps Global Real Estate Securities Fund Class A is a mutual fund that offers investors targeted exposure to global real estate securities. Its primary purpose is to pursue attractive long-term returns by investing in companies whose revenues are predominantly generated from recurring rental income. The fund emphasizes high-quality commercial real estate owners and operators, utilizing a disciplined, bottom-up selection process driven by both qualitative and quantitative factors. Managed by an experienced team from Duff & Phelps Investment Management Co., it focuses on listed real estate investment trusts (REITs) and real estate operating companies across various regions and sectors. A distinctive feature of this fund is its diversification across global property markets, which historically exhibit lower correlations with traditional equities and bonds, enhancing overall portfolio diversification. The fund typically holds a concentrated portfolio of 50-70 securities, aiming to benefit from valuation inefficiencies and the relatively higher long-term risk-adjusted returns observed in rental property companies. By seeking both stability of income and potential for growth, this fund serves investors looking for global real estate exposure as part of their broader asset allocation strategy.
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