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As of March 4, 2014 , the Fund has merged with Middlefield Income Plus Class.
Income Plus II Corp. Archive
Profile   Highlights

Income Plus II provides investors with monthly cash distributions and the potential for capital appreciation. The Fund is actively managed and comprises approximately 70% high dividend paying common shares and 30% fixed income securities of Canadian issuers that offer attractive opportunities for both stable income and capital appreciation.

The Fund employs an investment strategy which is similar to that of Middlefield's top performing Income Plus Class mutual fund, which was launched in September 2000 and has maintained a consistent $0.07 monthly distribution since 2003. The mutual fund is 5-Star rated and received two 2012 Lipper awards for its outstanding performance over the past 10 years.

The Manager intends that on or about March 27, 2014, the Fund will merge on a tax-deferred basis with Middlefield Income Plus Class mutual fund. The merger will provide investors with daily redemptions as well as the ability to switch on a tax-deferred basis into F-class shares or between eight other Middlefield Mutual Funds.

 
TSX Symbol MIP
Distribution Frequency Monthly
Inception Date March 20, 2012
Anticipated Merger Date March 4, 2014
Eligibility RRSPs, RRIFs, DPSPs, RESPs and TFSAs
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