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Cohen & Steers Fund updates investment policy to broaden portfolio flexibility starting Oct 2026

Company Fundamentals
29 Jul 2026
PRNewsWire
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Neutral
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Cohen & Steers Closed-end Opportunity Fund announced changes to its 80% investment policy effective October 1, 2026. The Fund will now invest at least 80% of its net assets in common stock or securities of closed-end pooled investment vehicles listed on U.S. or non-U.S. exchanges, expanding its scope to include unregistered vehicles under the Investment Company Act of 1940. The updated strategy allows investments across diverse asset classes and geographies with a focus on strong fundamentals and market opportunities. This change aims to give the Fund more flexibility to pursue its investment objectives while managing risk through diversified closed-end funds and derivatives.

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