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Income Plus Class    
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The Fund's objective is to provide a stable level of income while emphasizing capital preservation. The Fund invests in a diversified portfolio of fixed-income and equity securities.

Over several decades, dividends have benefited investors by accounting for approximately two-thirds of total equity returns and dampening the volatility associated with investing in equities. In addition, dividends from Canadian corporations have become increasingly tax efficient and are taxed at a lower rate than interest income. We continue to believe that companies offering high levels of sustainable income will attract significant investor interest and receive premium valuations, especially within an environment of relatively low interest rates and a Canadian market with few alternatives for investors seeking yield.

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


 
Fund Codes: FE:MID800 / LL:MID849
DSC:MID850 / F Series:MID801
Inception Date: September 21, 2000
Eligibility: RRSPs, RRIFs, DPSPs and RESPs
See Simplified Prospectus ( English  / French  )
View Proxy Voting Record 
Lead Portfolio Managers   In the Spotlight
Robert F. Lauzon Dean Orrico
Robert F. Lauzon   Dean Orrico  
Managing Director and Deputy Chief Investment Officer   President and Chief Investment Officer  
View Bio   View Bio  
 
Middlefield Market Commentary 
Wealth Professional: Dean Orrico, Where are the attractive opportunities on today's investment landscape? 
Globe and Mail: In search of stability in volatile markets 
Reuters: YOUR PRACTICE-Canadian investors look south for growth 
Investment Executive: Dean Orrico, Best opportunities for growth are outside Canada 
Award Winning Income Plus Mutual Fund 
Top balanced funds over 10 years: Middlefield Income Plus 
Income Plus Class Receives 5-star Rating from MorningStar 
Income Plus Class - FundGrade A rating from Fundata  
Income Plus Class Wins Two Lipper Fund Awards 
CANADA TIP SHEET: Nasr Favors REITS with Good Organic Growth
The Wall Street Journal - October 11, 2011
 
5-star rating from Globefund
We are pleased to announce that Middlefield Income Plus Class mutual fund has received a 5-star rating from Globefund with a 1-year return of 10.89% (August 16, 2011).
 
 
     
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