MLP & Energy Opportunity Fund
The investment objective of the Fund is to provide attractive total return, comprised of current income and price appreciation
INSIGHTS
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View: Performance Vehicles
Composite Performance
| Excluding Sales Charge | Including Sales Charge | Linked Benchmark | S&P 500 Index | |
|---|---|---|---|---|
| YTD | 20.42% | 15.00% | 21.93% | -18.11% |
| QTD | 8.97% | 4.07% | 9.87% | 7.56% |
| 1 Year | 20.42% | 15.00% | 21.93% | -18.11% |
| 3 Year | 7.03% | 5.40% | 9.12% | 7.66% |
| 5 Year | 3.27% | 2.32% | 4.89% | 9.43% |
| Since Inception (12/20/13) | 1.41% | 0.89% | 3.44% | 10.72% |
Vehicles
Three tax-smart income alternatives
Strategies with inherent tax efficiencies may help investors diversify sources of income and potentially keep more of what they earn.
Market developments at Credit Suisse
The government-backed deal for UBS to acquire Credit Suisse will trigger a complete write-down of the nominal value of all Credit Suisse additional tier 1 bonds. We believe Credit Suisse is most likely to be an isolated incident, while we have been reducing our portfolios’ exposure to Credit Suisse significantly over the past several months.
Addressing developments at regional banks
The U.S. government's actions to minimize risk across the banking industry following the events of Silicon Valley Bank and Signature Bank have strong potential to prevent further bank runs and subsequent bank failures. But scrutiny of some regional banks will persist.
Citywire Selector: Fed insider-turned-bond boss backs central banks to beat inflation
March 2023 | 1 minHead of Fixed Income and Preferred Securities Bill Scapell spoke with Citywire Selector about Cohen & Steers’ preferred securities strategy and his fixed income outlook as central banks battle inflation.
The preferred securities asset allocation advantage
Preferreds offer long-term return potential superior to investment-grade and comparable to high-yield bonds, with diversification and quality advantages.
Institutional Investor: Competition Is Fierce for Private Infrastructure Deals. Here’s An Alternative
February 2023 | 1 minPortfolio Manager Tyler Rosenlicht spoke with Institutional Investor for a feature story on our recent infrastructure thought leadership and why listed infrastructure can be an attractive alternative or complement to private infrastructure in a portfolio.
