<< Back to News

Nuveen Preferred & Income Securities Fund – US67073B1061

January 17, 2025

For ISA purposes, closed-ended investment funds/companies are treated like any other ‘company’. So, the question is whether the shares in the company meet the usual listing/trading criteria.

If it is a closed-ended fund, then it’s treated as a ‘company’ for ISA purposes. Also, if you see the word ‘Cell company’, it usually means that its some kind of closed-ended investment company.

Nuveen Preferred & Income Securities Fund is a closed ended balanced mutual fund and listed on the NYSE, so should qualify for ISA inclusion.

NYSE

Nuveen Preferred & Income Opportunities Fund (JPC) Company Profile & Overview – Stock Analysis