0001571049-14-000821.txt : 20140314 0001571049-14-000821.hdr.sgml : 20140314 20140314093415 ACCESSION NUMBER: 0001571049-14-000821 CONFORMED SUBMISSION TYPE: 497 PUBLIC DOCUMENT COUNT: 6 FILED AS OF DATE: 20140314 DATE AS OF CHANGE: 20140314 EFFECTIVENESS DATE: 20140314 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: 14693010 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 S000030077 Virtus International Equity Fund C000092267 Class A VIEAX C000092268 Class C VIECX C000092269 Class I VIIEX 497 1 t1400379_497xbrl.htm VIRTUS OPPORTUNITIES TRUST

1933 Act/Rule 497(e)

 

March 14, 2014

 

VIA EDGAR

 

 

Securities and Exchange Commission

100 F Street, N.E.

Washington, DC 20549

 

 

RE:Virtus Opportunities Trust
File Nos. 033-65137 and 811-7455

 

 

To The Commission Staff:

On behalf of Virtus Opportunities Trust (the “Trust” or “Registrant”), transmitted herewith for filing under Rule 497(e) under the Securities Act of 1933 and the Investment Company Act of 1940, are exhibits containing interactive data format risk/return summary information that mirrors the risk/return summary information in the prospectus for Virtus International Equity Fund (the “Fund”) as filed under Rule 497(e) on March 10, 2014. The purpose of this filing is to submit the 497(e) filing dated March 10, 2014 in XBRL for the Fund.

 

Please contact Ann Flood at (860) 263-4746 or the undersigned at (860) 263-4791 if you have any questions concerning this filing.

 

Very truly yours,

 

 

/s/ Kevin J. Carr

Kevin J. Carr

 

 

 

cc: Ann Flood

EX-101.INS 2 vot-20130930.xml XBRL INSTANCE FILE 0001005020 2014-01-28 2014-01-28 0001005020 vot:S000030077Member vot:C000092267Member 2014-01-28 2014-01-28 0001005020 vot:S000030077Member vot:C000092268Member 2014-01-28 2014-01-28 0001005020 vot:S000030077Member vot:C000092269Member 2014-01-28 2014-01-28 0001005020 vot:S000030077Member 2014-01-28 2014-01-28 497 2013-09-30 VIRTUS OPPORTUNITIES TRUST 0001005020 false 2014-03-10 2014-03-10 2014-01-28 <div style="color: #000000; font-size: 12pt; font-style: normal; font-variant: normal; letter-spacing: normal; line-height: normal; orphans: auto; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; font-family: 'times new roman', times, serif; font-weight: bold; text-align: center; margin-top: 0pt; margin-right: 0pt;" class="h1">Virtus International Equity Fund,<font style="font-family: 'times new roman', times, serif; font-size: 12pt; text-transform: none; color: #000000; font-weight: bold; font-style: normal;">&#160;</font><br />a series of Virtus Opportunities Trust</div> <div style="color: #000000; font-style: normal; font-variant: normal; font-weight: normal; letter-spacing: normal; line-height: normal; orphans: auto; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; font-family: 'times new roman', times, serif; font-size: 10pt; text-align: center; margin-top: 12pt; margin-right: 0pt;" class="h5">Supplement dated March&#160;10, 2014 to the<font style="font-family: 'times new roman', times, serif; font-size: 10pt; text-transform: none; color: #000000; font-style: normal; font-weight: normal;">&#160;</font><br />Summary Prospectus and the Virtus Opportunities Trust Statutory Prospectus,<font style="font-family: 'times new roman', times, serif; font-size: 10pt; text-transform: none; color: #000000; font-style: normal; font-weight: normal;">&#160;</font><br />each dated January&#160;28, 2014</div> <div style="color: #000000; font-style: normal; letter-spacing: normal; line-height: normal; orphans: auto; text-align: left; text-indent: 0pt; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; font-family: 'times new roman', times, serif; font-size: 10pt; font-variant: small-caps; font-weight: bold; margin-top: 12pt; margin-left: 0pt; margin-right: 0pt;" class="h2">Important Notice to Investors<font style="font-family: 'times new roman', times, serif; font-size: 10pt; text-transform: none; color: #000000; font-weight: bold; font-style: normal;"></font></div> <div style="color: #000000; font-style: normal; font-variant: normal; font-weight: normal; letter-spacing: normal; line-height: normal; orphans: auto; text-align: left; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; font-family: 'times new roman', times, serif; font-size: 10pt; margin-top: 6pt; margin-left: 0pt; text-indent: 20pt; margin-right: 0pt;" class="para">The first paragraph under &#8220;Principal Investment Strategies&#8221; in the fund&#8217;s summary prospectus and the summary section of the statutory prospectus is hereby amended by adding the following after the third sentence: &#8220;The fund may use derivatives to hedge against foreign currency exchange rates.&#8221;</div> <div style="color: #000000; font-style: normal; font-variant: normal; font-weight: normal; letter-spacing: normal; line-height: normal; orphans: auto; text-align: left; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; font-family: 'times new roman', times, serif; font-size: 10pt; margin-top: 6pt; margin-left: 0pt; text-indent: 20pt; margin-right: 0pt;" class="para">Accordingly, the following disclosure is hereby added to the fund&#8217;s summary prospectus and in the summary section of the statutory prospectus under &#8220;Principal Risks:&#8221;</div> <div style="color: #000000; font-style: normal; font-variant: normal; font-weight: normal; letter-spacing: normal; line-height: normal; orphans: auto; text-align: left; text-indent: 0pt; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; font-family: 'times new roman', times, serif; font-size: 10pt; margin-top: 6pt; margin-left: 20pt; margin-right: 0pt; clear: both;" class="listitem-outdent"> <div style="font-family: 'times new roman', times, serif; font-size: 10pt; text-transform: none; color: #000000; font-style: normal; font-weight: normal; float: left; text-align: left; margin-right: 0pt;" class="itemmarker">&#10146;</div> <div style="position: relative;"> <ul style="list-style-type: none; text-indent: 0pt; margin-top: 0pt; margin-bottom: 0pt;"> <li style="margin-left: -14pt; font-family: 'times new roman', times, serif; font-size: 10pt; text-transform: none; color: #000000; font-style: normal; font-weight: normal; text-align: left;" class="itemtext"><font style="font-family: 'times new roman', times, serif; font-size: 10pt; text-transform: none; color: #000000; font-style: italic; font-weight: bold;">Derivatives.</font><font style="font-family: 'times new roman', times, serif; font-size: 10pt; text-transform: none; color: #000000; font-style: normal; font-weight: normal;">&#160;The risk that the fund will incur a loss greater than the fund&#8217;s investment in, or will experience&#160;</font><font style="font-family: 'times new roman', times, serif; font-size: 10pt; text-transform: none; color: #000000; font-style: normal; font-weight: normal;">greater share price volatility as a result of investing in, a derivative contract. Derivatives may include, among&#160;</font><font style="font-family: 'times new roman', times, serif; font-size: 10pt; text-transform: none; color: #000000; font-style: normal; font-weight: normal;">other things, futures, options, forwards and swap agreements and may be used in order to hedge portfolio&#160;</font><font style="font-family: 'times new roman', times, serif; font-size: 10pt; text-transform: none; color: #000000; font-style: normal; font-weight: normal;">risks, create leverage, or to attempt to increase yield.</font></li> </ul> </div> </div> <div style="color: #000000; font-style: normal; font-variant: normal; font-weight: normal; letter-spacing: normal; line-height: normal; orphans: auto; text-align: left; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; font-family: 'times new roman', times, serif; font-size: 10pt; margin-top: 6pt; margin-left: 0pt; text-indent: 20pt; margin-right: 0pt;" class="para">Additionally, the chart in the section &#8220;More Information About Risks Related to Principal Investment Strategies&#8221; is hereby amended to include an &#8220;X&#8221; in the row entitled &#8220;Derivatives&#8221; to indicate that such risk is applicable to the fund.</div> <div style="color: #000000; font-style: normal; font-variant: normal; letter-spacing: normal; line-height: normal; orphans: auto; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; font-family: 'times new roman', times, serif; font-size: 10pt; font-weight: bold; text-align: center; margin-top: 12pt; margin-right: 0pt;" class="h1.1">Investors should retain this supplement with the Prospectuses for future reference.</div> VIEAX VIECX VIIEX EX-101.SCH 3 vot-20130930.xsd XBRL SCHEMA FILE 000010 - Document - Risk/Return Summary Virtus International Equity Fund {Unlabeled} link:presentationLink link:definitionLink link:calculationLink 040000 - Disclosure - Risk/Return Detail Data Virtus International Equity Fund {Elements} link:presentationLink link:definitionLink link:calculationLink EX-101.DEF 4 vot-20130930_def.xml XBRL DEFINITION FILE EX-101.LAB 5 vot-20130930_lab.xml XBRL LABEL FILE EX-101.PRE 6 vot-20130930_pre.xml XBRL PRESENTATION FILE EXCEL 7 Financial_Report.xlsx IDEA: XBRL DOCUMENT begin 644 Financial_Report.xlsx M4$L#!!0`!@`(````(0`2&-[=9@$``!@%```3``@"6T-O;G1E;G1?5'EP97-= M+GAM;""B!`(HH``"```````````````````````````````````````````` M```````````````````````````````````````````````````````````` M```````````````````````````````````````````````````````````` M```````````````````````````````````````````````````````````` M```````````````````````````````````````````````````````````` M```````````````````````````````````````````````````````````` M```````````````````````````````````````````````````````````` M```````````````````````````````````````````````````````````` M```````````````````````````````````````````````````````````` M```````````````````````````````````````````````````````````` M```````````````````````````````````````````````````````````` M``````````````````````````````````````#$5$UKPS`,O0_V'X*O(W'; MPQBC:0_[.&Z%=3_`B]7&U+&-I7;MOY_B?C!&UE)6V"4FMO3>D]#3<+QN;+:" MB,:[4O2+GLC`55X;-R_%^_0YOQ,9DG):6>^@%!M`,1Y=7PVGFP"8<;;#4M1$ MX5Y*K&IH%!8^@..7F8^-(OZ-[U96WA$XRJG%$*/A(\S4TE+V MM.;KK9((%D7VL`ULN4JA0K"F4L1*Y+XCA(ATH_FYD*M*^6#7>@P!!!::P! 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