Middlefield Funds
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Equal Sector Income Fund Archive
Objectives & Strategy
Middlefield Equal Sector Income Fund (the “Fund”) is designed to provide unitholders with exposure to a passively managed portfolio of income trusts on an equal sector weighted basis. This approach is intended to result in a broadly diversified portfolio of the largest income trusts, most of which are included in the S&P/TSX Composite Index. The Fund’s investment objectives are: (i) to pay monthly distributions to unitholders, and (ii) to provide potential to unitholders for capital appreciation of the investment portfolio.
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