0001193125-13-012007.txt : 20130114 0001193125-13-012007.hdr.sgml : 20130114 20130114165658 ACCESSION NUMBER: 0001193125-13-012007 CONFORMED SUBMISSION TYPE: 497 PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20130114 DATE AS OF CHANGE: 20130114 EFFECTIVENESS DATE: 20130114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: VIRTUS OPPORTUNITIES TRUST CENTRAL INDEX KEY: 0001005020 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: 13528328 BUSINESS ADDRESS: STREET 1: 101 MUNSON STREET CITY: GREENFIELD STATE: MA ZIP: 01301 BUSINESS PHONE: 800-243-1574 MAIL ADDRESS: STREET 1: 100 PEARL STREET 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 S000039392 Virtus Disciplined Select Bond Fund C000121401 Class A C000121402 Class C C000121403 Class I 0001005020 S000039393 Virtus Disciplined Equity Style Fund C000121404 Class A C000121405 Class C C000121406 Class I 0001005020 S000039394 Virtus Disciplined Select Country Fund C000121407 Class A C000121408 Class C C000121409 Class I 497 1 d468312d497.htm VIRTUS OPPORTUNITIES TRUST Virtus Opportunities Trust

Virtus Disciplined Equity Style Fund,

Virtus Disciplined Select Bond Fund and

Virtus Disciplined Select Country Fund,

each a series of Virtus Opportunities Trust

Supplement dated January 14, 2013 to the

Statement of Additional Information (“SAI”) dated December 18, 2012, as supplemented

IMPORTANT NOTICE TO INVESTORS

Under Investment Restrictions on page 3 of the current SAI, the first two sentences of Restriction #2 are hereby revised to read as follows:

Purchase securities if, after giving effect to the purchase, more than 25% of its total assets would be invested in the securities of one or more issuers conducting their principal business activities in the same industry (excluding the U.S. Government or its agencies or instrumentalities), except: (a) the Global Dividend Fund will concentrate its assets in the public infrastructure industry which includes, but is not limited to, companies engaged in the production, transmission or distribution of electric energy or gas, or in telephone services; (b) the Global Commodities Stock Fund will concentrate its assets in the commodities-related group of industries of base metals, precious metals, energy and agriculture; (c) the Global Real Estate Fund, International Real Estate Fund and Real Estate Fund will each concentrate its assets in the real estate industry; and (d) in the event that any Disciplined Fund invests directly in baskets of securities to track one or more indexes (rather than investing in index-based ETFs), such Disciplined Fund will concentrate its assets to the extent that the underlying indexes (taken in aggregate) concentrate their assets in a particular industry or group of industries. Additionally, this prohibition shall not apply to the purchase of investment company shares by any of the AlphaSector Funds, the Alternatives Diversifier Fund, the Disciplined Funds, or the Herzfeld Fund.

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

 

 

VOT 8020B/IR2 (1/2013)