Middlefield Funds
 
1.888.890.1868   Home   Contact   UK Site   Site Index
 
Site Search
TSX-Listed Funds
Indexplus Income Fund
Profile   Highlights

INDEXPLUS Income Fund invests in a diversified portfolio of equity income securities, 50% to 80% of which tracks the S&P/TSX Composite High Dividend Index. The remainder of the portfolio is actively managed to enhance returns and reduce the risks associated with indexing, while maintaining low-cost exposure to the underlying equity income market.

The S&P/TSX Composite High Dividend Index is a strategy index consisting of 50 to 75 stocks selected from the S&P/TSX Composite Index focusing on dividend income. The index is market-capitalization weighted, with stocks capped at 5% and each sector capped at 30%. The index rebalances quarterly on the same schedule as the S&P/TSX Composite Index.


 
TSX Symbol IDX.UN
Distribution Frequency Monthly
Inception Date August 15, 2003
Eligibility RRSPs, RRIFs, DPSPs, RESPs and TFSAs
See Prospectus 
View Proxy Voting Record 
The New Symbol of Success
Lead Portfolio Managers   In the Spotlight
Dean Orrico Rob Lauzon
Dean Orrico
President and Chief Investment Officer
View Bio
Robert F. Lauzon
Deputy Chief Investment Officer
View Bio
Co-Advisor
Guardian Capital
 
Middlefield Market Commentary 
Wealth Professional: Dean Orrico, Where are the attractive opportunities on today's investment landscape? 
Investment Executive: Dean Orrico, Best opportunities for growth are outside Canada 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Top Ten Holdings  (as at December 31, 2016)
1. Bank of Montreal
2. The Bank of Nova Scotia
3. Cominar REIT
4. Freehold Royalties Ltd.
5. Gibson Energy Inc.
6. Pembina Pipeline Corporation
7. Royal Bank of Canada
8. The Toronto-Dominion Bank
9. TransCanada Corporation
10. Vermilion Energy Inc.
   
   
   
   
   
 
     
Links
  Mutual Funds
  TSX-Listed Funds
  Resource Funds
  International Funds
  Merchant Banking Prospectuses
  Real Estate Group Disclaimer
  Advisor Login Privacy
     
  Follow us:  Linkedin
   
 
Contact Us
Middlefield Group © 2013. All rights reserved.