Virtus Convertible & Income Fund II — Investor Relations & Filings

Virtus Convertible & Income Fund II is a closed-end fund with the primary investment objective of providing total return through a combination of capital appreciation and high current income. Managed by Voya Investment Management, the fund invests in a diversified portfolio of domestic securities. Under normal circumstances, it allocates at least 80% of its total assets to convertible securities and non-convertible income-producing securities. The fund seeks to invest at least 50% of its assets in convertible securities, aiming to capture the upside potential of equities with potentially less volatility. The remainder of the portfolio is primarily invested in high-yield bonds rated below investment grade. The fund may also utilize leverage, which can increase volatility and the potential for returns or losses.