0000930413-24-003286.txt : 20241211 0000930413-24-003286.hdr.sgml : 20241211 20241211091122 ACCESSION NUMBER: 0000930413-24-003286 CONFORMED SUBMISSION TYPE: 497 PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20241211 DATE AS OF CHANGE: 20241211 EFFECTIVENESS DATE: 20241211 FILER: COMPANY DATA: COMPANY CONFORMED NAME: VIRTUS OPPORTUNITIES TRUST CENTRAL INDEX KEY: 0001005020 ORGANIZATION NAME: IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 0930 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 033-65137 FILM NUMBER: 241540358 BUSINESS ADDRESS: STREET 1: 101 MUNSON STREET CITY: GREENFIELD STATE: MA ZIP: 01301 BUSINESS PHONE: 800-243-1574 MAIL ADDRESS: STREET 1: ONE FINANCIAL PLAZA STREET 2: 26TH FLOOR CITY: HARTFORD STATE: CT ZIP: 06103 FORMER COMPANY: FORMER CONFORMED NAME: PHOENIX OPPORTUNITIES TRUST DATE OF NAME CHANGE: 20060127 FORMER COMPANY: FORMER CONFORMED NAME: PHOENIX SENECA FUNDS DATE OF NAME CHANGE: 19990122 FORMER COMPANY: FORMER CONFORMED NAME: SENECA FUNDS DATE OF NAME CHANGE: 19951218 0001005020 S000075276 Virtus Stone Harbor Emerging Markets Bond Fund C000234172 Class I SHCDX C000234173 Class A VSHAX 0001005020 S000075278 Virtus Stone Harbor Emerging Markets Debt Income Fund C000234176 Class I SHMDX C000234177 Class A VSHCX 0001005020 S000075280 Virtus Stone Harbor Local Markets Fund C000234180 Class I SHLMX C000234181 Class A VSHEX 497 1 c110634_497.htm

Virtus Stone Harbor Emerging Markets Bond Fund,

Virtus Stone Harbor Emerging Markets Debt Income Fund and

Virtus Stone Harbor Local Markets Fund (the “Funds”),

each a series of Virtus Opportunities Trust

 

Supplement dated December 11, 2024 to the Summary Prospectus and the Virtus Opportunities Trust Statutory Prospectus and Statement of Additional Information (“SAI”) pertaining to the Funds,

each dated September 30, 2024, as supplemented

 

Important Notice to Investors

 

Stone Harbor Investment Partners has announced that David A. Oliver, CFA will retire on December 31, 2024, and consequently will step down as portfolio manager of the Funds on that date. There will be no changes to the investment processes for the Funds, which are team managed.

 

The Funds’ Prospectuses and SAI will be amended to remove all references to Mr. Oliver effective December 31, 2024.

 

Investors should retain this supplement with the Prospectuses and SAI for future reference.

 

VOT 8470/SHIP PM Announcement (12/2024)