Cohen & Steers to Convert Future of Energy Fund to Sixth Active ETF by June 2026
Cohen & Steers will convert its Future of Energy mutual fund into an actively managed ETF by June 2026, following board approval. The restructuring aims to deliver enhanced trading flexibility, greater portfolio holdings transparency and improved tax efficiency for fund shareholders.
1. Conversion Plan
Cohen & Steers has secured Board approval to transform its Future of Energy Fund, a U.S. open-end mutual fund targeting traditional and alternative energy sectors, into an actively managed ETF. The transition will maintain the current portfolio management team and investment objectives.
2. Shareholder Benefits
The ETF structure is expected to provide investors with intraday trading flexibility and daily portfolio transparency, enhancing liquidity and visibility into underlying holdings. Additionally, the ETF format may reduce capital gains distributions, leading to improved tax efficiency.
3. ETF Lineup Expansion
Upon conversion in June 2026, the Future of Energy ETF will become Cohen & Steers’ sixth actively managed ETF, joining existing products focused on real estate, infrastructure, natural resources, preferred securities and short-duration income.
4. Timeline and Next Steps
The conversion process is slated for completion in June 2026, subject to final regulatory filings. Shareholder materials outlining the transition details and implications will be distributed ahead of the effective date.