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Cohen & Steers offers Alternative Income Fund


Cohen & Steers has repositioned its Dividend Value Fund as the Cohen & Steers Alternative Income Fund (Class A: DVFAX, Class I: DVFIX). 

The fund is now a “Best of Cohen & Steers” multi-strategy portfolio that seeks to deliver income and total return from preferred and debt securities as well as higher-yielding equity investments in global real estate companies, global infrastructure companies, master limited partnerships (MLPs) and natural resource companies.

“We are repositioning a respected 4-star Morningstar fund to offer our core competencies in a turnkey solution while meeting investor demand for income in a low-interest-rate environment,” says Joseph Harvey, President of Cohen & Steers. “We believe the Alternative Income Fund offers a valuable complement to traditional stock and bond allocations, with the potential for consistent income and attractive returns.”

Historically, a portfolio comprised of alternative income assets similar to those of the Fund has produced more attractive risk-adjusted returns and lower volatility than investing in single asset classes. Also, the Fund’s investments typically have inherent tax advantages that may allow investors to keep more of what they earn. As one of the few specialist investment management firms in the listed real assets and alternative income space, Cohen & Steers’ platform is designed to put its experienced team in the best position to add value through active management.

In addition to seeking income from higher-yielding real assets and alternative income securities, the Fund will focus on risk management and pursue lower volatility than the global equity markets. It will target an allocation blend of approximately 55 per cent equities and 45 per cent preferred and corporate debt securities and will be actively managed to enhance income and total return potential.

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