Cohen & Steers To Convert Energy Fund into Sixth Active ETF by June 2026

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Cohen & Steers will convert the Future of Energy Fund into an actively managed ETF in June 2026, pending board approval. Conversion aims to offer enhanced trading flexibility, full portfolio transparency and improved tax efficiency for shareholders.

1. Conversion of Future of Energy Fund

Cohen & Steers’ Board has approved converting the Future of Energy Fund, a U.S. mutual fund focused on traditional and alternative energy sectors, into an actively managed ETF. The new ETF will retain the same portfolio managers and investment objectives, with the conversion expected to complete in June 2026.

2. Enhanced Flexibility and Efficiency

The ETF structure will provide investors with intraday trading flexibility, daily portfolio disclosures and potential tax advantages over the existing mutual fund format. These changes aim to improve liquidity, transparency and after-tax returns for shareholders.

3. Expansion of Actively Managed ETF Lineup

Once live, the Future of Energy ETF will become the firm’s sixth actively managed ETF, joining the Real Estate Active ETF, Infrastructure Opportunities Active ETF, Natural Resources Active ETF, Preferred and Income Opportunities Active ETF and Short Duration Preferred and Income Active ETF.

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