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The Fund’s objectives are to provide a stable level of income and maximize long-term total return.

The Fund invests primarily in equities, including real estate investment trusts and common stocks, as well as equity-related and fixed income securities of issuers operating in the real estate sector.

The Fund is authorized to issue series of shares designated as Series A and Series F class.

 
Fund Codes: FE:MID600 / LL:MID649 /
DSC:MID650 / F Series:MID601
Inception Date: June 9, 2011
Eligibility: RRSPs, RRIFs, DPSPs, RESPs and TFSAs
See Simplified Prospectus ( English  / French  )
View Proxy Voting Record 
Lead Portfolio Managers   In the Spotlight
Dean Orrico
Dean Orrico
PRESIDENT AND
CHIEF INVESTMENT OFFICER
View Bio
 
 
Middlefield Market Commentary 
Wealth Professional: Dean Orrico, Why Middlefield Capital is relishing return of volatility 
Globe & Mail: Rob Lauzon, Bargain dividend stocks worth checking out 
CNBC: Rising rates? It may be time to buy, not sell, those REITs 
Wealth Professional: Dean Orrico, Where are the attractive opportunities on today's investment landscape? 
How to invest in Canadian Real Estate 
Globe and Mail: HBC shares jump despite dividend cut  
REITs and Real Estate Outlook: July 
Investment Executive: Dean Orrico, Best opportunities for growth are outside Canada 
Globe and Mail:  A banner year for global real estate funds  

 
 
     
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