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MRF 2021 Resource Limited Partnership Closes IPO
Middlefield Group® is pleased to announce the final closing of its 64th resource fund, MRF 2021 Resource Limited Partnership, which raised total proceeds of $27.5 million. See April 9, 2021 Press Release
MRF 2021 Resource Limited Partnership Final Closing April 9, 2021
Middlefield Group®, on behalf of MRF 2021 Resource Limited Partnership (“MRF 2021” or the “Partnership”), is pleased to announce that it has completed the second closing of the initial public offering of MRF 2021 Class A and Class F units for total gross proceeds of $25 million. The offering is being made in each of the provinces of Canada. The Partnership intends to have a final closing on April 9, 2021. See March 24, 2021 Press Release
International Clean Power Dividend Fund IPO Raises the Maximum of $200 Million
Middlefield Group, on behalf of International Clean Power Dividend Fund, is pleased to announce that the Fund has completed its initial public offering of 20,000,000 units at a price of $10.00 per unit for gross proceeds of $200 million. The units are listed on the Toronto Stock Exchange under the symbol CLP.UN. See March 18, 2021 Press Release
International Clean Power Dividend Fund Announces Exchange Ratios
Middlefield Group, on behalf of International Clean Power Dividend Fund (the “Fund”), is pleased to announce the exchange ratios for the exchange offer by the Fund being made under the final prospectus of the Fund dated February 11, 2021. See March 9, 2021 Press Release
E Split Corp. Completes Overnight Offering of Over $32 Million
Middlefield Group, on behalf of E Split Corp. (TSX: ENS and ENS.PR.A) (the “Company”), is pleased to announce the Company has completed the overnight offering of class A and preferred shares (the “Class A Shares” and “Preferred Shares”, respectively) for aggregate gross proceeds of approximately $32.7 million. The Class A Shares and Preferred Shares will trade on the Toronto Stock Exchange under the existing symbols ENS (Class A Shares) and ENS.PR.A (Preferred Shares). See March 9, 2021 Press Release
Rollover of MRF 2020 Resource Limited Partnership
Middlefield Mutual Funds Limited is pleased to announce that it has completed the rollover of MRF 2020 Resource Limited Partnership (the “Partnership”) into the Middlefield Canadian Dividend Growers Class (MID 148) mutual fund. The Manager elected to accelerate the liquidity event for investors, which was originally expected to be in February of 2022, as a result of the Partnership successfully accomplishing its objectives earlier than anticipated. The Partnership was dissolved on March 3, 2021. See March 3, 2021 Press Release
E Split Corp. Announces Successful Overnight Offering Raises Over $32 Million
Middlefield Group, on behalf of E Split Corp., is pleased to announce a successful overnight treasury offering of class A and preferred shares. Gross proceeds of the offering are expected to be approximately $32.7 million. See March 2, 2021 Press Release
E Split Corp Announces Overnight Offering
Middlefield Group, on behalf of E Split Corp., is pleased to announce that the Company is undertaking an overnight treasury offering of class A and preferred shares. See March 1, 2021 Press Release
Sustainable Innovation & Health Dividend Fund Announces Capital Commitment in Sagard Healthcare Royalty Partners
Middlefield Group is pleased to announce that the Sustainable Innovation & Health Dividend Fund (TSX: SIH.UN) has made an initial capital commitment to Sagard Healthcare Royalty Partners ICAV in the amount of US$5,000,000. See February 24, 2021 Press Release
MRF 2021 Resource Limited Partnership Closing March 24, 2021
Middlefield Group®, on behalf of MRF 2021 Resource Limited Partnership (“MRF 2021” or the “Partnership”), is pleased to announce that it has completed the first closing of the initial public offering of MRF 2021 Class A and Class F units for total gross proceeds of $20 million. The maximum offering size is $50 million. The offering is being made in each of the provinces of Canada. The Partnership intends to have a second closing on March 24, 2021. See February 18, 2021 Press Release
International Clean Power Dividend Fund Files Final Prospectus - Closing March 18, 2021
Middlefield Group, on behalf of International Clean Power Dividend Fund, is pleased to announce that it has filed a final prospectus in relation to an initial public offering of units at a price of $10.00 per unit. The maximum amount of the offering is $200 million. See February 11, 2021 Press Release
Rollover of MRF 2019 Resource Limited Partnership
Middlefield Mutual Funds Limited is pleased to announce that it has completed the rollover of MRF 2019 Resource Limited Partnership (the “Partnership”) into the Middlefield Canadian Dividend Growers Class mutual fund. The Partnership was dissolved on February 3, 2021. See February 3, 2021 Press Release
International Clean Power Dividend Fund Files Initial Public Offering
Middlefield Group, on behalf of International Clean Power Dividend Fund, is pleased to announce that it has filed a preliminary prospectus in relation to an initial public offering of units at a price of $10.00 per unit. See January 21, 2021 Press Release
Rollover of Discovery 2019 Short Duration LP
Middlefield Mutual Funds Limited is pleased to announce that it has completed the rollover of Discovery 2019 Short Duration LP (the “Partnership”) into the Middlefield Canadian Dividend Growers Class (MID 148) mutual fund. The Partnership was dissolved on January 20, 2021. See January 20, 2021 Press Release
MRF 2021 Resource Limited Partnership Closing February 18, 2021
Middlefield Group®, on behalf of MRF 2021 Resource Limited Partnership (“MRF 2021”), is pleased to announce that it has filed a final prospectus relating to the initial public offering of MRF 2021 Class A and Class F units. The offering is being made in each of the provinces of Canada. Closing is scheduled for February 18, 2021. See January 13, 2021 Press Release
MRF 2021 Resource Limited Partnership Initial Public Offering - Maximum $50,000,000
Middlefield Group®, on behalf of MRF 2021 Resource Limited Partnership (“MRF 2021”), is pleased to announce that it has filed a preliminary prospectus relating to the initial public offering of MRF 2021 Class A and Class F units. The offering will be made in each province of Canada. See December 16, 2020 Press Release
Sustainable Infrastructure Dividend Fund Announces Capital Commitment in Brookfield LP
Middlefield Group is pleased to announce that the Sustainable Infrastructure Dividend Fund (TSX: INF.UN) has made an initial capital commitment to Brookfield Super-Core Infrastructure Partners L.P. See December 16, 2020 Press Release
Middlefield Receives Highly-Respected Refinitiv Lipper Fund Award
Middlefield has been recognized for industry-leading fund performance at the prestigious Refinitiv Lipper Fund Awards for the performance of the Middlefield Global Real Estate Class mutual fund. The Middlefield Global Real Estate Class (Series A) was the Refinitiv Lipper Fund Awards 2020 Winner (Canada) for best three-year performance in the Real Estate Equity category. See November 19, 2020 Press Release
Letter to Investors: Rollover of MRF 2020 Resource Limited Partnership
Please be advised that on or about March 3, 2021, MRF 2020 Resource Limited Partnership will be dissolved and investors of units will receive Middlefield Canadian Dividend Growers Class shares of Middlefield Mutual Funds Limited. The Manager has elected to accelerate the liquidity event for investors, which was originally expected to be in February of 2022, as a result of MRF 2020 successfully accomplishing its objectives earlier than anticipated. Appropriate elections under applicable income tax legislation will be made to effect the transfer on a tax-deferred basis. See November 19, 2020 Press Release
Letter to Investors: Rollover of Discovery 2019 Short Duration LP
Please be advised that on or about January 20, 2021, Discovery 2019 Short Duration LP will be dissolved and investors of units will receive Middlefield Canadian Dividend Growers Class shares (MID 148) of Middlefield Mutual Funds Limited. Appropriate elections under applicable income tax legislation will be made to effect the transfer on a tax-deferred basis. See November 19, 2020 Press Release
Letter to Investors: Rollover of MRF 2019 Resource Limited Partnership
Please be advised that on or about February 3, 2021, MRF 2019 Resource Limited Partnership will be dissolved and investors of units will receive Middlefield Canadian Dividend Growers Class shares (MID 148) of Middlefield Mutual Funds Limited. Appropriate elections under applicable income tax legislation will be made to effect the transfer on a tax-deferred basis. See November 19, 2020 Press Release
Real Estate & E-Commerce Split Corp. Completes IPO
Middlefield Group, on behalf of Real Estate & E-Commerce Split Corp. (the “Company”), is pleased to announce the Company has completed its initial public offering of 1,613,887 class A shares and 1,613,887 preferred shares for total gross proceeds of $40 million. The class A and preferred shares are listed on the Toronto Stock Exchange under the symbols RS and RS.PR.A, respectively. See November 19, 2020 Press Release
Real Estate & E-Commerce Split Corp. Announces Exchange Ratios
Middlefield Group, on behalf of Real Estate & E-Commerce Split Corp. , is pleased to announce the exchange ratios for the exchange offer by the Company being made under the final prospectus of the Company dated October 28, 2020. See November 2, 2020 Press Release
Real Estate & E-Commerce Split Corp. Files Final Prospectus
Middlefield Group, on behalf of Real Estate & E-Commerce Split Corp. is pleased to announce that it has filed a final prospectus in relation to an initial public offering of class A shares and preferred shares. The maximum amount of the offering is $100 million. See October 28, 2020 Press Release
Real Estate & E-Commerce Split Corp. Files Initial Public Offering
Middlefield Group, on behalf of Real Estate & E-Commerce Split Corp., is pleased to announce that it has filed a preliminary prospectus in relation to an initial public offering of preferred shares and class A shares. See October 7, 2020 Press Release
Discovery 2020 Short Duration LP Closes IPO
Middlefield Group® is pleased to announce the final closing of its 63^rd resource fund, Discovery 2020 Short Duration LP, which raised total proceeds of $18 million. See September 25, 2020 Press Release
E Split Corp. Completes Overnight Offering of Over $32 Million
Middlefield Group, on behalf of E Split Corp. (the “Company”), is pleased to announce the Company has completed the overnight offering of class A and preferred shares for aggregate gross proceeds of approximately $32.6 million. See September 22, 2020 Press Release
Discovery 2020 Short Duration LP Closing September 25, 2020
Middlefield Group®, on behalf of Discovery 2020 Short Duration LP, is pleased to announce that it has filed a final prospectus relating to the initial public offering of Discovery 2020 Class A and Class F units. The offering is being made in each of the provinces of Canada. Closing is scheduled for September 25, 2020. See September 15, 2020 Press Release
E Split Corp Announces Successful Overnight Offering Raises Over $32 Million
Middlefield Group, on behalf of E Split Corp. (TSX: ENS and ENS.PR.A), is pleased to announce a successful overnight treasury offering of class A and preferred shares. Gross proceeds of the offering are expected to be approximately $32.6 million. See September 15, 2020 Press Release
E Split Corp Announces Overnight Offering
Middlefield Group, on behalf of E Split Corp. (TSX: ENS and ENS.PR.A) (the “Company”), is pleased to announce that the Company is undertaking an overnight treasury offering of class A and preferred shares. See September 14, 2020 Press Release
Sustainable Innovation & Health Dividend Fund IPO Raises $92 Million
Middlefield Group, on behalf of Sustainable Innovation & Health Dividend Fund (the “Fund”), is pleased to announce that the Fund has completed the issuance of an additional 700,000 units pursuant to the over-allotment option granted to the agents in the Fund’s recently completed initial public offering. In aggregate, the Fund has raised gross proceeds of $92,000,000. See September 10, 2020 Press Release
Discovery 2020 Short Duration LP Initial Public Offering - Maximum $25,000,000
Middlefield Group®, on behalf of Discovery 2020 Short Duration LP, is pleased to announce that it has filed a preliminary prospectus relating to the initial public offering of Discovery 2020 Class A and Class F units. The offering will be made in each province of Canada. See August 20, 2020 Press Release
Sustainable Innovation & Health Dividend Fund IPO Raises $85 Million
Middlefield Group, on behalf of Sustainable Innovation & Health Dividend Fund (the “Fund”), is pleased to announce that the Fund has completed its initial public offering of 8,500,000 units at a price of $10.00 per unit for gross proceeds of $85 million. The units are listed on the Toronto Stock Exchange under the symbol SIH.UN. See August 14, 2020 Press Release
Sustainable Innovation & Health Dividend Fund Announces Exchange Ratios
Middlefield Group, on behalf of Sustainable Innovation & Health Dividend Fund (the “Fund”), is pleased to announce the exchange ratios for the exchange offer by the Fund being made under the final prospectus of the Fund dated July 23, 2020. See August 6, 2020 Press Release
Sustainable Innovation & Health Dividend Fund Files Final Prospectus - Closing August 14, 2020
Middlefield Group, on behalf of Sustainable Innovation & Health Dividend Fund, is pleased to announce that it has filed a final prospectus in relation to an initial public offering of units at a price of $10.00 per unit. The maximum amount of the offering is $125 million. See July 23, 2020 Press Release
Sustainable Innovation & Health Dividend Fund Files Initial Public Offering
Middlefield Group, on behalf of Sustainable Innovation & Health Dividend Fund, is pleased to announce that it has filed a preliminary prospectus in relation to an initial public offering of units at a price of $10.00 per unit. See July 3, 2020 Press Release
E Split Corp Completes Overnight Offering of Over $27 Million
Middlefield Group, on behalf of E Split Corp. (TSX: ENS and ENS.PR.A), is pleased to announce the Company has completed the overnight offering of class A and preferred shares for aggregate gross proceeds of approximately $27.3 million. See June 23, 2020 Press Release
E Split Corp Announces Successful Overnight Offering Raises Over $27 Million
Middlefield Group, on behalf of E Split Corp. (TSX: ENS and ENS.PR.A), is pleased to announce a successful overnight treasury offering of class A and preferred shares. Gross proceeds of the offering are expected to be approximately $27.3 million. See June 16, 2020 Press Release
E Split Corp Announces Overnight Offering
Middlefield Group, on behalf of E Split Corp. (TSX: ENS and ENS.PR.A), is pleased to announce that the Company is undertaking an overnight treasury offering of class A and preferred shares. See June 15, 2020 Press Release
MRF 2020 Resource Limited Partnership Closes IPO
Middlefield Group® is pleased to announce the final closing of its 62nd resource fund, MRF 2020 Resource Limited Partnership (the "Partnership"), which raised total proceeds of $13.5 million. See April 28, 2020 Press Release
Sustainable Infrastructure Dividend Fund IPO Raises $80 Million
Middlefield Group, on behalf of Sustainable Infrastructure Dividend Fund (the “Fund”), is pleased to announce that the Fund has completed its initial public offering of 8,000,000 units at a price of $10.00 per unit for gross proceeds of $80 million. The units are listed on the Toronto Stock Exchange under the symbol INF.UN. See March 25, 2020 Press Release
MRF 2020 Resource Limited Partnership Final Closing April 28, 2020
Middlefield Group®, on behalf of MRF 2020 Resource Limited Partnership ("MRF 2020" or the "Partnership"), is pleased to announce that it has completed the second closing of the initial public offering of MRF 2020 units for total gross proceeds of $10.1 million. The offering is being made in each of the provinces of Canada. The Partnership intends to have a final closing on April 28, 2020. See March 18, 2020 Press Release
Sustainable Infrastructure Dividend Fund Announces Exchange Ratios
Middlefield Group, on behalf of Sustainable Infrastructure Dividend Fund, is pleased to announce the exchange ratios for the exchange offer by the Fund being made under the final prospectus of the Fund dated February 14, 2020. See March 11, 2020 Press Release
Rollover of MRF 2018 Resource Limited Partnership
Middlefield Mutual Funds Limited is pleased to announce that it has completed the rollover of MRF 2018 Resource Limited Partnership (the "Partnership") into the Middlefield Canadian Dividend Growers Class (MID 148) mutual fund. The Partnership was dissolved on March 10, 2020. See March 10, 2020 Press Release
MRF 2020 Resource Limited Partnership Closing March 18, 2020
Middlefield Group®, on behalf of MRF 2020 Resource Limited Partnership, is pleased to announce that it has completed the first closing of the initial public offering of MRF 2020 units for total gross proceeds of $8.1 million. The maximum offering size is $50 million. The offering is being made in each of the provinces of Canada. The Partnership intends to have a second closing on March 18, 2020. See February 26, 2020 Press Release
Sustainable Infrastructure Dividend Fund Files Final Prospectus - Closing March 25, 2020
Middlefield Group, on behalf of Sustainable Infrastructure Dividend Fund, is pleased to announce that it has filed a final prospectus in relation to an initial public offering of units at a price of $10.00 per unit. The maximum amount of the offering is $125 million. See February 14, 2020 Press Release
Rollover of Discovery 2017 Flow Through Limited Partnership
Middlefield Mutual Funds Limited is pleased to announce that it has completed the rollover of Discovery 2017 Flow-Through Limited Partnership into the Middlefield Canadian Dividend Growers Class (MID 148) mutual fund. See February 11, 2020 Press Release
MRF 2020 Resource Limited Partnership Closing February 26, 2020
Middlefield Group®, on behalf of MRF 2020 Resource Limited Partnership, is pleased to announce that it has filed a final prospectus relating to the initial public offering of MRF 2020 units. The offering is being made in each of the provinces of Canada. Closing is scheduled for February 26, 2020. See January 29, 2020 Press Release
Diversification, Risk Management and Private Equity in Real Assets
Investment in real assets is a proven means of portfolio diversification and complements more traditional equities and fixed income assets. This has become more relevant with the evolving objectives of large institutional investors (such as pension funds) in response to recent developments in world economies and markets. Investments in real assets such as infrastructure and real estate are attractive because they provide exposure to different combinations of growth potential, value creation and risk, while also providing reliable income streams. See Investment Executive January Article
Sustainable Infrastructure Dividend Fund Files Initial Public Offering
Middlefield Group, on behalf of Sustainable Infrastructure Dividend Fund, is pleased to announce that it has filed a preliminary prospectus in relation to an initial public offering of units at a price of $10.00 per unit. See January 17, 2020 Press Release
Middlefield Global Real Asset Fund Announces Initial Investment in Blackstone's Core+ Real Estate Investment LP
Middlefi eld Group is pleased to announce that the Middlefi eld Global Real Asset Fund (TSX: RA.UN) has completed its initial investment in Blackstone's Core+ Real Estate Investment Limited Partnership. See December 23, 2019 Press Release
MRF 2020 Resource Limited Partnership Initial Public Offering - Maximum $50,000,000
Middlefield Group®, on behalf of MRF 2020 Resource Limited Partnership, is pleased to announce that it has filed a preliminary prospectus relating to the initial public offering of MRF 2020 Class A and Class F units. The offering will be made in each province of Canada. See December 20, 2019 Press Release
Globe and Mail: Shane Obata, Why 'real assets' hold promise for investors seeking strong returns
It has been a great bull market for the majority of investable assets. Following the global financial crisis, the rising tide of steady economic growth combined with loose monetary policy has lifted all boats. Fixed income has done well, but equities have done even better. While it's fine to look back and reflect on the good times, it's more important to look forward. See Globe and Mail November 29, 2019 Article
Wealth Professional: Shane Obata, Embracing the new staples
In recent years, consumers have been less attracted to brands in the traditional consumer staples sector. Companies such as Colgate-Palmolive, Kimberly-Clark and General Mills are being replaced by technology companies such as Apple, Facebook and Google. This means investors need to start allocating properly to these companies to take advantage of their prospective growth. See Wealth Professional December Article
Global Real Asset Fund IPO Raises $110 Million
Middlefield Group, on behalf of Middlefield Global Real Asset Fund, is pleased to announce that the Fund has completed its initial public offering of 11,000,000 units at a price of $10.00 per unit for gross proceeds of $110 million. The units are listed on the Toronto Stock Exchange under the symbol RA.UN. See November 26, 2019 Press Release
Discovery 2019 Short Duration LP Closes IPO
Middlefield Group® is pleased to announce the final closing of its 61^st resource fund, Discovery 2019 Short Duration LP, which raised total proceeds of $11 million. See November 21, 2019 Press Release
Middlefield Global Real Asset Fund Announces Exchange Ratios
Middlefield Group, on behalf of Middlefield Global Real Asset Fund, is pleased to announce the exchange ratios for the exchange offer by the Fund being made under the final prospectus of the Fund dated October 11, 2019. See November 14, 2019 Press Release
Wealth Professional: Rob Lauzon, The need for private equity
Traditional allocations to public equities and fixed income simply aren't cutting it in today's investment landscape. As the yields on these investments, which used to drive portfolios, continue to decrease, advisors are searching for new ways to generate returns for clients. One way is through alternative or private investments, which until recently have been difficult for retail investors to access. But the landscape is changing, so the time could be right to use private equities to complement traditional investments. See Wealth Professional October 17, 2019 Article
Defensives protect Middlefield Canadian after Trudeau win
Middlefield Canadian Income (MCT) manager Dean Orrico says its defensive tilt, which has seen it pile into real estate, will ensure it can weather another four years of Liberal government in Canada. See October 24, 2019 Article
The Telegraph: Stable Income and Growth on the back of E-Commerce - Granite Reit & Dean Orrico
Questor: Buy this Canadian property trust for its ‘stable’ income stream backed by Amazon. “If you want income, the best investment bar none is property.” This is the view of the manager of a trust we have tipped in the past for its yield, namely Middlefield Canadian Income. See October 24, 2019 Article
Discovery 2019 Short Duration LP Final Closing November 21, 2019
Middlefield Group®, on behalf of Discovery 2019 Short Duration LP, is pleased to announce that it has completed the second closing of the initial public offering of Discovery 2019 units for total gross proceeds of approximately $7.5 million. The offering is being made in each of the provinces of Canada. The Partnership intends to have a final closing on November 21, 2019. See October 23, 2019 Press Release
Global Real Asset Fund Files Final Prospectus - Closing November 26, 2019
Middlefield Group, on behalf of Middlefield Global Real Asset Fund, is pleased to announce that it has filed a final prospectus in relation to an initial public offering of units at a price of $10.00 per unit. The maximum amount of the offering is $150 million. See October 15, 2019 Press Release
Discovery 2019 Short Duration LP Closing October 23, 2019
Middlefield Group®, on behalf of Discovery 2019 Short Duration LP, is pleased to announce that it has completed the first closing of the initial public offering of Discovery 2019 units for total gross proceeds of $6.2 million. The maximum offering size is $25 million. The offering is being made in each of the provinces of Canada. The Partnership intends to have a second closing on October 23, 2019. See September 26, 2019 Press Release
Global Real Asset Fund Files Initial Public Offering
Middlefield Group, on behalf of Middlefield Global Real Asset Fund, is pleased to announce that it has filed a preliminary prospectus in relation to an initial public offering of units at a price of $10.00 per unit. See September 24, 2019 Press Release
Discovery 2019 Short Duration LP Closing September 26, 2019
Middlefield Group®, on behalf of Discovery 2019 Short Duration LP, is pleased to announce that it has filed a final prospectus relating to the initial public offering of Discovery 2019 units. The offering is being made in each of the provinces of Canada. Closing is scheduled for September 26, 2019. See September 13, 2019 Press Release
Discovery 2019 Short Duration LP Initial Public Offering - Maximum $25,000,000
Middlefield Group®, on behalf of Discovery 2019 Short Duration LP, is pleased to announce that it has filed a preliminary prospectus relating to the initial public offering of Discovery 2019 units. The offering will be made in each province of Canada. See August 6, 2019 Press Release
Digital Consumer Dividend Fund IPO Raises $60 Million
Middlefield Group, on behalf of Digital Consumer Dividend Fund, is pleased to announce that the Fund has completed its initial public offering of 6,000,000 units at a price of $10.00 per unit for gross proceeds of $60 million.The units are listed on the Toronto Stock Exchange under the symbol MDC.UN. See June 27, 2019 Press Release
Digital Consumer Dividend Fund Announces Exchange Ratios
Middlefield Group, on behalf of Digital Consumer Dividend Fund, is pleased to announce the exchange ratios for the exchange offer by the Fund being made under the final prospectus of the Fund dated May 24, 2019. See June 13, 2019 Press Release
Middlefield Expands Actively Managed ETF Platform
Middlefield Group is pleased to announce the expansion of its actively managed ETF platform through the conversions of Middlefield Health & Wellness Dividend Fund (TSX: HWF.UN) and American Core Sectors Dividend Fund (TSX: ACZ.UN). See June 11, 2019 Press Release
Digital Consumer Dividend Fund Files Final Prospectus - Closing June 27, 2019
Middlefield Group, on behalf of Digital Consumer Dividend Fund, is pleased to announce that it has filed a final prospectus in relation to an initial public offering of units at a price of $10.00 per unit. The maximum amount of the offering is $150 million. See May 24, 2019 Press Release
Middlefield REIT Indexplus ETF - FundGrade "A" Rating from Fundata
Congratulations! Fundata is pleased to inform you that the following fund(s), which your firm lists with Fundata, have received Fundata's FundGrade A Rating as of April 30, 2019. See May 22, 2019 Press Release
Unitholders Approve Conversions into Exchange-Traded Funds
Middlefield Group is pleased to announce that the special meetings of unitholders of Middlefield Healthcare & Wellness Dividend Fund (TSX: HWF.UN) and American Core Sectors Dividend Fund (TSX: ACZ.UN) were held today. See May 17, 2019 Press Release
E Split Corp. Announces Increase to Class A Distribution Rate
Middlefield Group, on behalf of E Split Corp. (TSX: ENS), is pleased to announce an increase in the Fund’s monthly distribution rate from $0.10/share to $0.13/share. See May 2, 2019 Press Release
MRF 2019 Resource Limited Partnership Closes IPO
Middlefield Group® is pleased to announce the final closing of its 60th resource fund, MRF 2019 Resource Limited Partnership, which raised total proceeds of $15 million. See April 30, 2019 Press Release
Digital Consumer Dividend Fund Files Initial Public Offering
Middlefield Group, on behalf of Digital Consumer Dividend Fund, is pleased to announce that it has filed a preliminary prospectus in relation to an initial public offering of units at a price of $10.00 per unit. See April 26, 2019 Press Release
Announcement - Shane Obata and Anthony Tavella join Middlefield
Dean Orrico, President of Middlefield, is pleased to announce the appointments of Shane Obata and Anthony Tavella to Middlefield Group. See April 22, 2019 Press Release
Middlefield Announces Increases to Mutual Fund Distribution Rates
Middlefield Group is pleased to announce the following distribution increases for the funds listed below. The new distribution amounts will take effect for unitholders of record as of April 29, 2019. See April 2, 2019 Press Release
Circular - Conversions of Middlefield Healthcare & Wellness Dividend Fund and American Core Sectors Dividend Fund Into ETFs
You are invited to join us at the special meetings of holders of units of Middlefield Healthcare & Wellness Dividend Fund and American Core Sectors Dividend Fund being held to consider the conversion of each Fund from a closed-end investment fund into an exchange-traded fund and certain other related changes as further described herein, including the amendment of the Funds’ declarations of trust in order to facilitate the Conversions. See April 1, 2019 Press Release
MRF 2019 Resource Limited Partnership Final Closing April 30, 2019
Middlefield Group®, on behalf of MRF 2019 Resource Limited Partnership, is pleased to announce that it has completed the second closing of the initial public offering of MRF 2019 units for total gross proceeds of $10 million. The offering is being made in each of the provinces of Canada. The Partnership intends to have a final closing on April 30, 2019. See March 28, 2019 Press Release
Middlefield Expands ETF Platform
Middlefield Group is pleased to announce the expansion of its ETF platform with the proposed conversion of Middlefield Healthcare & Wellness Dividend Fund (TSX: HWF.UN) and American Core Sectors Dividend Fund (TSX: ACZ.UN). See March 18, 2019 Press Release
MRF 2019 Resource Limited Partnership Closing March 28, 2019
Middlefield Group®, on behalf of MRF 2019 Resource Limited Partnership, is pleased to announce that it has completed the first closing of the initial public offering of MRF 2019 units for total gross proceeds of $6.5 million. The maximum offering size is $50 million. The offering is being made in each of the provinces of Canada. The Partnership intends to have a second closing on March 28, 2019. See February 27, 2019 Press Release
Middlefield Launches Actively Managed ETF Platform
Middlefield Group is pleased to announce the launch of a Exchange-Traded Funds platform that will provide investors with professional active management within a cost-effective, investor-friendly structure. See February 19, 2019 Press Release
Rollover of MRF 2017 Resource Limited Partnership
Middlefield Mutual Funds Limited is pleased to announce that it has completed the rollover of MRF 2017 Resource Limited Partnership into the Middlefield Global Energy Class (MID 126) mutual fund. See February 14, 2019 Press Release
MRF 2019 Resource Limited Partnership Closing February 27, 2019 - Maximum $50,000,000
Middlefield Group®, on behalf of MRF 2019 Resource Limited Partnership, is pleased to announce that it has filed a final prospectus relating to the initial public offering of MRF 2019 units. See February 13, 2019 Press Release
Global Real Estate Dividend Growers Corp. Completes Merger into REIT INDEXPLUS Income Fund
Middlefield Limited is pleased to announce the successful completion, effective today, of the previously announced merger of Global Real Estate Dividend Growers Corp. (TSX: GRL) and REIT INDEXPLUS Income Fund (TSX: IDR.UN), with REIT INDEXPLUS being the continuing fund. See February 12, 2019 Press Release
MRF 2019 Resource Limited Partnership Initial Public Offering - Maximum $50,000,000
Middlefield Group®, on behalf of MRF 2019 Resource Limited Partnership, is pleased to announce that it has filed a preliminary prospectus relating to the initial public offering of MRF 2019 units. See January 11, 2019 Press Release
Letter to Investors: Rollover of MRF 2017 Resource Limited Partnership
Please be advised that on or about February 14, 2019, MRF 2017 Resource Limited Partnership will be dissolved and investors of units will receive Middlefield Global Energy Class shares (MID 126) of Middlefield Mutual Funds Limited. See December 14, 2018 Press Release
Unitholders Approve Conversions into Exchange-Traded Funds
Middlefield Group is pleased to announce that special meetings of unitholders of Middlefield Healthcare & Life Sciences Dividend Fund (TSX: LS.UN) and REIT INDEXPLUS Income Fund (TSX:IDR.UN) were held today... See December 10, 2018 Press Release
Circular - Conversions of Middlefield Healthcare & Life Sciences Dividend Fund and REIT Indexplus Income Fund Into ETFs
Special meetings of Unitholders of Middlefield Healthcare & Life Sciences Dividend Fund and REIT INDEXPLUS Income Fund being held to consider the conversion of each Fund from a closed-end investment fund into an exchange-traded fund (ETF). See November 1, 2018 Press Release
Global Real Estate & E-Commerce Dividend Fund IPO Raises $70 million
Middlefield Group, on behalf of Global Real Estate and E-Commerce Dividend Fund, is pleased to announce that the Fund has completed its initial public offering of 7,000,000 units at a price of $10.00 per unit for gross proceeds of $70 million. See October 25, 2018 Press Release
Middlefield to Launch a Platform of Actively Managed Exchange-Traded Funds
Middlefield Group is pleased to announce the launch of a platform of Exchange-Traded Funds ("ETFs") that will provide investors with professional active management within a cost-effective, investor-friendly structure. See October 16, 2018 Press Release
Global Real Estate & E-Commerce Dividend Fund Announces Exchange Ratios
Middlefield Group, on behalf of Global Real Estate & E-Commerce Dividend Fund, is pleased to announce the exchange ratios for the exchange offer by the Fund being made under the final prospectus of the Fund dated September 19, 2018. See October 11, 2018 Press Release
Global Real Estate & E-Commerce Dividend Fund Files Final Prospectus - Closing October 25, 2018
Middlefield Group, on behalf of Global Real Estate and E-Commerce Dividend Fund, is pleased to announce that it has filed a final prospectus in relation to an initial public offering of units at a price of $10.00 per unit. The maximum amount of the offering is $150 million. See September 20, 2018 Press Release
Globalance Dividend Growers Corp. Completes Merger into MBN Corporation
Middlefield Group is pleased to announce the successful completion, effective today, of the previously announced merger of Globalance Dividend Growers Corp. and MBN Corporation, with MBN being the continuing fund. See August 29, 2018 Press Release
Global Real Estate & E-Commerce Dividend Fund Files Initial Public Offering
Middlefield Group, on behalf of Global Real Estate and E-Commerce Dividend Fund, is pleased to announce that it has filed a preliminary prospectus in relation to an initial public offering of units at a price of $10.00 per unit. See August 24, 2018 Press Release
Special Redemption Update for Globalance
Middlefield Limited, the manager of Globalance Dividend Growers Corp. is providing investors with an update on the number of shares tendered to the special redemption prior to the upcoming merger of Globalance into MBN Corporation. See August 9, 2018 Press Release
E Split Corp. IPO Raises $80 million
Middlefield Group, on behalf of E Split Corp., is pleased to announce the Company has completed its initial public offering of 3,200,000 class A shares and 3,200,000 preferred shares for total gross proceeds of $80 million. See June 29, 2018 Press Release
MBN Announces Merger with Globalance, Initiation of Dividend Policy and Globalance Shareholders to have a Special Redemption
Middlefield Limited, the manager of Globalance Dividend Growers Corp. and MBN Corporation, is pleased to announce that Globalance will merge into MBN on or about August 29, 2018, with MBN being the continuing entity following the Merger. See June 28, 2018 Press Release
E Split Corp. Announces Exchange Ratios
Middlefield Group, on behalf of E Split Corp., is pleased to announce the exchange ratios for the exchange offer by the Company (the "Exchange Option") being made under the final prospectus of the Company dated June 14, 2018. See June 20, 2018 Press Release
E Split Corp. Files Final Prospectus - Closing June 29, 2018
Middlefield Group, on behalf of E Split Corp., is pleased to announce that it has filed a final prospectus in relation to an initial public offering of class A shares and preferred shares. The maximum amount of the offering is $200 million. See June 18, 2018 Press Release
E Split Corp. Files Initial Public Offering
Middlefield Group, on behalf of E Split Corp., is pleased to announce that it has filed a preliminary prospectus in relation to an initial public offering of preferred shares and class A shares. See May 18, 2018 Press Release
MRF 2018 Resource Limited Partnership Raises $25 Million
Middlefield Group® is pleased to announce the final closing of its 59th resource fund, MRF 2018 Resource Limited Partnership, which raised total proceeds of $25 million. See April 26, 2018 Press Release
MRF 2018 Resource Limited Partnership Final Closing April 26, 2018
Middlefield Group®, on behalf of MRF 2018 Resource Limited Partnership, is pleased to announce that it has completed the second closing of the initial public offering of MRF 2018 units for total gross proceeds of $20 million. The offering is being made in each of the provinces of Canada. The Partnership intends to have a final closing on April 26, 2018. See March 28, 2018 Press Release
Global Innovation Dividend Fund Initial Public Offering Raises $80 million
Middlefield Group, on behalf of Global Innovation Dividend Fund, is pleased to announce that the Fund has completed its initial public offering of 8,000,000 units at a price of $10.00 per unit for gross proceeds of $80 million. See March 23, 2018 Press Release
Global Innovation Dividend Fund Announces Exchange Ratios
Middlefield Group, on behalf of Global Innovation Dividend Fund, is pleased to announce the exchange ratios for the exchange offer by the Fund being made under the final prospectus of the Fund dated February 22, 2018. See March 14, 2018 Press Release
Global Innovation Dividend Fund Filed Final Prospectus - Closing March 23, 2018
Middlefield Group, on behalf of Global Innovation Dividend Fund, is pleased to announce that it has filed a final prospectus in relation to an initial public offering of units at a price of $10.00 per unit. The maximum amount of the offering is $250 million. See February 22, 2018 Press Release
MRF 2018 Resource Limited Partnership Closing March 28, 2018
Middlefield Group®, on behalf of MRF 2018 Resource Limited Partnership, is pleased to announce that it has completed the first closing of the initial public offering of MRF 2018 units for total gross proceeds of $15 million. The maximum offering size is $50 million. The offering is being made in each of the provinces of Canada. The Partnership intends to have a second closing on March 28, 2018. See February 22, 2018 Press Release
MRF 2018 Resource Limited Partnership Closing February 22, 2018 - Maximum $50,000,000
Middlefield Group®, on behalf of MRF 2018 Resource Limited Partnership, is pleased to announce that it has filed a final prospectus relating to the initial public offering of MRF 2018 units. The offering is being made in each of the provinces of Canada. Closing is scheduled for February 22, 2018. See January 29, 2018 Press Release
Global Innovation Dividend Fund Files Initial Public Offering
Middlefield Group, on behalf of Global Innovation Dividend Fund, is pleased to announce that it has filed a preliminary prospectus in relation to an initial public offering of units at a price of $10.00 per unit. See January 19, 2018 Press Release
MRF 2018 Resource Limited Partnership Initial Public Offering - Maximum $50,000,000
Middlefield Group®, on behalf of MRF 2018 Resource Limited Partnership, is pleased to announce that it has filed a preliminary prospectus relating to the initial public offering of MRF 2018 units. See December 14, 2017 Press Release
European Focused Dividend Fund IPO Raises $87 million
Middlefield Group®, on behalf of European Focused Dividend Fund (the “Fund”), is pleased to announce that the Fund has completed the issuance of an additional 200,000 units pursuant to the over-allotment option granted to the agents in the Fund’s recently completed initial public offering. See December 21, 2017 Press Release
Letter to Investors: Rollover of MRF 2016 Resource Limited Partnership
Please be advised that on or about February 7, 2018, MRF 2016 Flow-Through Limited Partnership will be dissolved and investors of units will receive Income Plus Class (MID 800) shares of Middlefield Mutual Funds Limited. See December 7, 2017 Press Release
Global Real Estate Dividend Growers Corp. Announces Annual Redemption
Middlefield Group, on behalf of Global Real Estate Dividend Growers Corp. (TSX: GRL), is pleased to provide an update on the Fund and announce the addition of an annual redemption option. See November 30, 2017 Press Release
Discovery 2017 Resource Limited Partnership Raises $12.4 Million
Middlefield Group® is pleased to announce the final closing of its 58th resource fund, Discovery 2017 Flow-Through Limited Partnership, which raised total proceeds of $12.4 million. See November 28, 2017 Press Release
European Focused Dividend Fund IPO Raises $85 million
Middlefield Group®, on behalf of European Focused Dividend Fund (the “Fund”), is pleased to announce that the Fund has completed its initial public offering of 8,500,000 units at a price of $10.00 per unit for gross proceeds of $85 million. See November 24, 2017 Press Release
European Focused Dividend Fund Announces Exchange Ratios
Middlefield Group®, on behalf of European Focused Dividend Fund, is pleased to announce the exchange ratios for the exchange offer by the Fund being made under the final prospectus of the Fund dated October 25, 2017. See November 6, 2017 Press Release
European Focused Dividend Fund Files Final Prospectus - Closing November 24, 2017
Middlefield Group®, on behalf of European Focused Dividend Fund, is pleased to announce that it has filed a final prospectus in relation to an initial public offering of units at a price of $10.00 per unit. The maximum amount of the offering is $150 million. See October 26, 2017 Press Release
DISCOVERY 2017 Flow-Through Limited Partnership Final Closing November 28, 2017
Middlefield Group®, on behalf of Discovery 2017 Flow-Through Limited Partnership, is pleased to announce that it has completed the first closing of the initial public offering of Discovery 2017 units for total gross proceeds of $6 million. The offering is being made in each of the provinces of Canada. The Partnership intends to have a final closing on November 28, 2017. See October 26, 2017 Press Release
DISCOVERY 2017 Flow-Through Limited Partnership Files Final Prospectus - Closing October 26, 2017
Middlefield Group®, on behalf of Discovery 2017 Flow-Through Limited Partnership, is pleased to announce that it has filed a final prospectus relating to the initial public offering of Discovery 2017 units. See October 18, 2017 Press Release
European Focused Dividend Fund Files Initial Public Offering
Middlefield Group®, on behalf of European Focused Dividend Fund, is pleased to announce that it has filed a preliminary prospectus in relation to an initial public offering of units at a price of $10.00 per unit. See September 28, 2017 Press Release
DISCOVERY 2017 Flow-Through Limited Partnership Initial Public Offering - Maximum $25,000,000
Middlefield Group®, on behalf of Discovery 2017 Flow-Through Limited Partnership, is pleased to announce that it has filed a preliminary prospectus relating to the initial public offering of Discovery 2017 units. See September 15, 2017 Press Release
Middlefield Healthcare & Life Sciences Dividend Fund IPO Raises $103 Million
Middlefield Group, on behalf of Middlefield Healthcare & Life Sciences Dividend Fund (the "Fund"), is pleased to announce that it completed the issuance of an additional 120,000 units pursuant to the over-allotment option granted to the agents in the Fund's recently completed initial public offering. In aggregate, the Fund has raised gross proceeds of $103,200,000. See August 18, 2017 Press Release
Middlefield Healthcare & Life Sciences Dividend Fund IPO Raises $102 Million
Middlefield Group, on behalf of Middlefield Healthcare & Life Sciences Dividend Fund (the "Fund"), is pleased to announce that the Fund has completed its initial public offering of 10,200,000 units at a price of $10.00 per unit for gross proceeds of $102 million. See July 21, 2017 Press Release
Middlefield Healthcare & Life Sciences Dividend Fund Announces Exchange Ratios
Middlefield Group, on behalf of Middlefield Healthcare & Life Sciences Dividend Fund (the "Fund"), is pleased to announce the exchange ratios for the exchange offer by the Fund being made under the final prospectus of the Fund dated June 23, 2017. See July 6, 2017 Press Release
U.S. Dividend Growers Income Corp. Completes Merger Into Middlefield U.S. Dividend Growers Mutual Fund
Middlefield Group is pleased to announce the successful completion, effective today, of the previously announced merger of U.S. Dividend Growers Income Corp. into Middlefield U.S. Dividend Growers Class (MID 710/719/720/701), with the Mutual Fund being the continuing fund. See July 6, 2017 Press Release
Middlefield Healthcare & Life Sciences Dividend Fund Files Final Prospectus - Closing July 21, 2017
Middlefield Group, on behalf of Middlefield Healthcare & Life Sciences Dividend Fund, is pleased to announce that it has filed a final prospectus in relation to an initial public offering of units at a price of $10.00 per unit. See June 26, 2017 Press Release
ACTIVEnergy Income Fund completes conversion to a Mutual Fund
Middlefield Group, on behalf of ACTIVEnergy Income Fund (MID 235/237/240/236), announces the completion of the conversion into an open-end mutual fund trust. See June 12, 2017 Press Release
INDEXPLUS Income Fund completes conversion to a Mutual Fund
Middlefield Group, on behalf of INDEXPLUS Income Fund (MID 435/437/440/436), announces the completion of the conversion into an open-end mutual fund trust. See June 12, 2017 Press Release
Middlefield Healthcare & Life Sciences Dividend Fund Initial Public Offering
Middlefield Group, on behalf of Middlefield Healthcare & Life Sciences Dividend Fund, is pleased to announce that it has filed a preliminary prospectus in relation to an initial public offering of units at a price of $10.00 per unit. See May 26, 2017 Press Release
U.S. Dividend Growers Income Corp. to merge with Middlefield U.S. Dividend Growers Mutual Fund
Middlefield Group®, on behalf of U.S. Dividend Growers Income Corp., is pleased to announce that the TSX Fund intends to merge with Middlefield U.S. Dividend Growers on or about July 6, 2017, with the Mutual Fund being the continuing fund. See May 4, 2017 Press Release
MRF 2017 Resource Limited Partnership Raises $35 Million
Middlefield Group® is pleased to announce the final closing of its 57th resource fund, MRF 2017 Resource Limited Partnership, which raised total proceeds of $35 million. See April 27, 2017 Press Release
MRF 2017 Resource Limited Partnership Final Closing April 27, 2017
Middlefield Group®, on behalf of MRF 2017 Resource Limited Partnership, is pleased to announce that it has completed the second closing of the initial public offering of MRF 2017 units for total gross proceeds of $29 million. See March 23, 2017 Press Release
MINT Income Fund Completes Mergers of TSX-Listed Funds
Middlefield Group® is pleased to announce the successful completion, effective today, of the previously announced mergers of COMPASS Income Fund and YIELDPLUS Income Fund into MINT Income Fund with MINT being the continuing fund in each case. See March 22, 2017 Press Release
MRF 2017 Resource Limited Partnership Second Closing March 23, 2017
Middlefield Group®, on behalf of MRF 2017 Resource Limited Partnership, is pleased to announce that it has completed the first closing of the initial public offering of MRF 2017 units for total gross proceeds of $22 million. See February 23, 2017 Press Release
Global Healthcare Dividend Fund Update
Middlefield Group®, on behalf of Global Healthcare Dividend Fund (MID 325/327/330/326), is pleased to announce that the Fund is a fully operating open-end mutual fund trust with a simplified prospectus filed in all of the provinces and territories of Canada, allowing unitholders to purchase, redeem and switch Series A & Series F units. See February 7, 2017 Press Release
MRF 2017 Resource Limited Partnership Files Final Prospectus - Closing February 23, 2017
Middlefield Group®, on behalf of MRF 2017 Resource Limited Partnership, is pleased to announce that it has filed a final prospectus relating to the initial public offering of MRF 2017 units. See January 27, 2017 Press Release
COMPASS - Merger and Distribution Update
Middlefield Group, on behalf of COMPASS Income Fund announced today a reminder on the merger into MINT Income Fund. See January 31, 2017 Press Release
YIELDPLUS - Merger and Distribution Update
Middlefield Group, on behalf of YIELDPLUS Income Fund announced today a reminder on the merger into MINT Income Fund. See January 31, 2017 Press Release
Middlefield Provides Update on Proposed Mergers and Conversions of TSX-Listed Funds
Middlefield Group, on behalf of ACTIVEnergy Income Fund, COMPASS Income Fund, YIELDPLUS Income Fund, MINT Income Fund and INDEXPLUS Income Fund announced today an update on the proposed mergers and conversions. See January 16, 2017 Press Release
Middlefield Announces Reduced Fees and Proposed Merger/Conversion of TSX-Listed Funds
Middlefield Group, on behalf of COMPASS Income Fund, YIELDPLUS Income Fund, MINT Income Fund, INDEXPLUS Income Fund and ACTIVEnergy Income Fund is pleased to announce the intention to: See December 29, 2016 Press Release
MRF 2017 Resource Limited Partnership Initial Public Offering
Middlefield Group®, on behalf of MRF 2017 Resource Limited Partnership, is pleased to announce that it has filed a preliminary prospectus relating to the initial public offering of MRF 2017 units. See December 21, 2016 Press Release
Global Healthcare Dividend Fund completes conversion to a mutual fund & provides a distribution update
Middlefield Group, on behalf of Global Healthcare Dividend Fund, is pleased to announce the successful completion, effective today, of the previously announced conversion into an open-end mutual fund trust. See December 20, 2016 Press Release
Where are the attractive opportunities on today's investment landscape?
The economy has now been in recovery mode for around eight years, one of the longer recovery periods for some time. Whereas in a regular recovery, annual GDP growth could be expected to be in the 3 – 4% range, Canada is stuck firmly in the 1 – 2% GDP growth range. It’s fair to say it’s not been the typical economic recovery. See November 8, 2016 Article
Middlefield Healthcare & Wellness Dividend Fund IPO Raises $115 million
Middlefield Group, on behalf of Middlefield Healthcare & Wellness Dividend Fund, is pleased to announce that the Fund has completed its initial public offering of 11,500,000 units at a price of $10.00 per unit for gross proceeds of $115 million. See October 20, 2016 Press Release
Middlefield Healthcare & Wellness Dividend Fund Announces Exchange Ratios
Middlefield Group, on behalf of Middlefield Healthcare & Wellness Dividend Fund, is pleased to announce the exchange ratios for the exchange offer by the Fund being made under the final prospectus of the Fund dated September 20, 2016. See October 6, 2016 Press Release
Middlefield Healthcare & Wellness Dividend Fund Files Final Prospectus - Closing October 20, 2016
Middlefield Group, on behalf of Middlefield Healthcare & Wellness Dividend Fund, is pleased to announce that it has filed a final prospectus in relation to an initial public offering of units at a price of $10.00 per unit. The maximum amount of the offering is $300 million. See September 21, 2016 Press Release
Middlefield Healthcare & Wellness Dividend Fund Initial Public Offering
Middlefield Group, on behalf of Middlefield Healthcare & Wellness Dividend Fund, is pleased to announce that it has filed a preliminary prospectus in relation to an initial public offering of units at a price of $10.00 per unit. See August 24, 2016 Press Release
EDISON Initiation of Coverage Report: Middlefield Canadian Income
Middlefield Canadian Income (MCT) invests in a broad selection of primarily Canadian and selected US equities, aiming to generate a high level of sustainable dividends and long-term capital growth. See Full Report
Rollover of MRF 2014 Resource Limited Partnership
Middlefield Mutual Funds Limited is pleased to announce that it has completed the rollover of MRF 2014 Resource Limited Partnership into the Middlefield Global Dividend Growers Class (MID 181). The Partnership was dissolved on June 8, 2016. See June 8, 2016 Press Release
Reorganization Announcement
Dean Orrico, President and CEO of Middlefield Group^®, is pleased to announce Rob Lauzon, Managing Director and Deputy Chief Investment Officer, will be returning to Toronto to join our Global Asset Management team and oversee our global equity income mandates. See May 26, 2016 Reorganization Announcement
Key Tax Advantages of Middlefield's Corporate Class Funds
MRF 2016 Resource Limited Partnership Raises $26.5 Million
Middlefield Group^® is pleased to announce the final closing of its 56th resource fund, MRF 2016 Resource Limited Partnership, which raised total proceeds of $26.5 million. See April 27, 2016 Press Release
Middlefield advises on implications of federal budget on corporate class funds
The 2016 Federal Budget has proposed changes to the Income Tax Act (Canada) that will affect shareholders of all mutual fund corporations (the "Budget Proposal"), including Middlefield Mutual Funds Limited. See April 7, 2016 Press Release
Rollover of MRF 2014 Resource Limited Partnership
Middlefield Mutual Funds Limited is pleased to announce that it will complete a rollover of MRF 2014 Resource Limited Partnership into the Middlefield Global Dividend Growers Class (MID 181). See April 6, 2016 Press Release
MRF 2016 Resource Limited Partnership Final Closing April 27, 2016
Middlefield Group^®, on behalf of MRF 2016 Resource Limited Partnership, is pleased to announce that it has completed the second closing of the initial public offering of MRF 2016 units for total gross proceeds of $17.2 million. See March 24, 2016 Press Release
MRF 2016 Resource Limited Partnership Second Closing March 24, 2016
Middlefield Group^®, on behalf of MRF 2016 Resource Limited Partnership, is pleased to announce that it has completed the first closing of the initial public offering of MRF 2016 units for total gross proceeds of $13 million. See February 25, 2016 Press Release
Rollover of Discovery 2013 Flow-Through Limited Partnership
Middlefield Mutual Funds Limited is pleased to announce that it has completed the rollover of Discovery 2013 Flow-Through Limited Partnership into the Middlefield Global Dividend Growers Class mutual fund. See February 9, 2016 Press Release
Middlefield Group^® honoured at the 2015 Fundata Awards
Middlefield Group^® is pleased to announce that Middlefield Real Estate Class was honoured at the Fundata FundGrade A+ Awards on Thursday, January 21st. See January 28, 2016 Press Release
MRF 2016 Resource Limited Partnership closing February 25, 2016
Middlefield Group^®, on behalf of MRF 2016 Resource Limited Partnership, is pleased to announce that it has filed a final prospectus relating to the initial public offering of MRF 2016 units. See January 29, 2016 Press Release
TSX-Listed Funds Announce Changes to Monthly Distributions See January 13, 2016 Press Release
MRF 2016 Resource Limited Partnership Initial Public Offering
Middlefield Group^®, on behalf of MRF 2016 Resource Limited Partnership, is pleased to announce that it has filed a preliminary prospectus relating to the initial public offering of MRF 2016 units. See December 23, 2015 Press Release
Globalance Dividend Growers Corp. IPO Raises $60 Million
Middlefield Group^®, on behalf of Globalance Dividend Growers Corp., is pleased to announce that it completed its initial public offering of 6,000,000 shares at a price of $10.00 per equity share for gross proceeds of $60 million. See October 23, 2015 Press Release
Globalance Dividend Growers Corp. Announces Exchange Ratios
Middlefield Group^®, on behalf of Globalance Dividend Growers Corp., is pleased to announce the exchange ratios for the exchange offer by the Fund being made under the final prospectus of the Fund dated September 28, 2015. See October 9, 2015 Press Release
Globalance Dividend Growers Corp. Files Final Prospectus
Middlefield Group^®, on behalf of Globalance Dividend Growers Corp., is pleased to announce that it has filed a final prospectus in relation to an initial public offering of shares at a price of $10.00 per equity share. See September 29, 2015 Press Release
Globalance Dividend Growers Corp. Files Preliminary Prospectus
Middlefield Group^®, on behalf of Globalance Dividend Growers Corp., is pleased to announce that it has filed a preliminary prospectus in relation to an initial public offering of shares at a price of $10.00 per equity share. See August 31, 2015 Press Release
Global Real Estate Dividend Growers Corp. IPO Raises $114 Million
Middlefield Group^®, on behalf of Global Real Estate Dividend Growers Corp., is pleased to announce that it completed the issuance of an additional 365,500 equity shares pursuant to the over-allotment option granted to the agents in the Fund's recently completed initial public offering. In aggregate, the Fund has raised gross proceeds of $113,655,000. See August 21, 2015 Press Release
Middlefield Real Estate Class - FundGrade® "A" Rating from Fundata
Congratulations! Fundata is pleased to inform you that the following fund(s), which your firm lists with Fundata, have received Fundata's FundGrade ® A Rating as of July 31, 2015. See August 20, 2015 Press Release
MIDDLEFIELD^® Launches: Global Healthcare Dividend Fund
Middlefield Group^® is pleased to announce the addition of the Middlefield Global Healthcare Dividend Fund to its award-winning family of mutual funds. See August 11, 2015 Press Release
Global Real Estate Dividend Growers Corp. IPO Raises $110 Million
Middlefield Group^®, on behalf of Global Real Estate Dividend Growers Corp., is pleased to announce that it completed its initial public offering of 11,000,000 shares at a price of $10.00 per equity share for gross proceeds of $110,000,000 See July 24, 2015 Press Release
Global Real Estate Dividend Growers Corp. Announces Exchange Ratios
Middlefield Group^®, on behalf of Global Real Estate Dividend Growers Corp., is pleased to announce the exchange ratios for the exchange offer by the Fund being made under the final prospectus of the Fund dated June 24, 2015. See July 7, 2015 Press Release
Global Real Estate Dividend Growers Corp. Files Final Prospectus
Middlefield Group^®, on behalf of Global Real Estate Dividend Growers Corp., is pleased to announce that it has filed a final prospectus in relation to an initial public offering of shares at a price of $10.00 per equity share. See June 25, 2015 Press Release
Global Real Estate Dividend Growers Corp. Files Preliminary Prospectus
Middlefield Group^®, on behalf of Global Real Estate Dividend Growers Corp., is pleased to announce that it has filed a preliminary prospectus in relation to an initial public offering of shares at a price of $10.00 per equity share. See May 28, 2015 Press Release
MRF 2015 Resource Limited Partnership Raises Over $60 Million
Middlefield Group^® is pleased to announce the closing of its 55^th resource fund, MRF 2015 Resource Limited Partnership ("MRF 2015"), which raised total proceeds of $61 million from the issuance of MRF 2015 Canadian exploration expense and Canadian development expense units. See April 29, 2015 Press Release
Middlefield Real Estate Class - FundGrade® "A" Rating from Fundata
Congratulations! Fundata is pleased to inform you that the following fund(s), which your firm lists with Fundata, have received Fundata's FundGrade ® A Rating as of March 31, 2015. See April 20, 2015 Press Release
U.S. Dividend Growers Income Corp. Raises $125 Million
Middlefield Group^®, on behalf of U.S. Dividend Growers Income Corp., is pleased to announce that it completed the issuance of an additional 200,000 equity shares pursuant to the over-allotment option granted to the agents in the Fund’s recently completed initial public offering. In aggregate, the Fund has raised gross proceeds of $125 million. See April 16, 2015 Press Release
ENERGY INDEXPLUS Dividend Fund to be merged into Middlefield Global Infrastructure Mutual Fund
Middlefield Group^® is pleased to announce its intention to merge ENERGY INDEXPLUS Dividend Fund into Middlefield Global Infrastructure Mutual Fund effective on or about June 17, 2015, with Global Infrastructure Fund being the continuing fund. See April 10, 2015 Press Release
MRF 2015 Resource Limited Partnership Final Closing April 29, 2015
Middlefield Group^®, on behalf of MRF 2015 Resource Limited Partnership, is pleased to announce that it has completed the second closing of the initial public offering of MRF 2015 Canadian exploration expense and Canadian development expense units for total gross proceeds of $45 million. See March 26, 2015 Press Release
U.S. Dividend Growers Income Corp. Raises $123 Million
Middlefield Group^®, on behalf of U.S. Dividend Growers Income Corp., is pleased to announce that it completed its initial public offering of 12,300,000 shares at a price of $10.00 per share for gross proceeds of $123,000,000. See March 20, 2015 Press Release
U.S. Dividend Growers Income Corp. Files Final Prospectus
Middlefield Group^®, on behalf of U.S. Dividend Growers Income Corp., is pleased to announce that it has filed a final prospectus in relation to an initial public offering of shares at a price of $10.00 per share. See February 26, 2015 Press Release
U.S. Dividend Growers Income Corp. Announces Exchange Ratios
Middlefield Group^®, on behalf of U.S. Dividend Growers Income Corp. (the "Fund"), is pleased to announce the exchange ratios for the exchange offer by the Fund being made under the final prospectus of the Fund dated February 25, 2015. See March 12, 2015 Press Release
U.S. Dividend Growers Income Corp. Files Preliminary Prospectus
Middlefield Group^®, on behalf of U.S. Dividend Growers Income Corp., is pleased to announce that it has filed a preliminary prospectus in relation to an initial public offering of shares at a price of $10.00 per share. See January 30, 2015 Press Release
MRF 2015 Resource Limited Partnership Second Closing March 26, 2015
Middlefield Group^®, on behalf of MRF 2015 Resource Limited Partnership, is pleased to announce that it has completed the first closing of the initial public offering of MRF 2015 Canadian exploration expense and Canadian development expense units for total gross proceeds of $33 million. See February 19, 2015 Press Release
MRF 2015 Resource Limited Partnership Closing February 19, 2015
Middlefield Group^®, on behalf of MRF 2015 Resource Limited Partnership, is pleased to announce that it has filed a final prospectus relating to the initial public offering of MRF 2015 Canadian Exploration Expense and Canadian Development Expense units. See January 30, 2015 Press Release
MRF 2015 Resource Limited Partnership Initial Public Offering
Middlefield Group^®, on behalf of MRF 2015 Resource Limited Partnership, is pleased to announce that it has filed a preliminary prospectus relating to the initial public offering of MRF 2015 Canadian Exploration Expense and Canadian Development Expense units. See December 24, 2014 Press Release
Rollover of Discovery 2012 Flow-Through Limited Partnership
Middlefield Mutual Funds Limited is pleased to announce that it has completed the rollover of Discovery 2012 Flow-Through Limited Partnership into the Middlefield U.S. Dividend Growth Class mutual fund. See February 11, 2015 Press Release
U.S. Dividend Growth Class Announces Monthly Distribution
Middlefield Group^® is pleased to announce that Middlefield U.S. Dividend Growth Class has initiated a monthly distribution of $0.025 per share to shareholders commencing in February 2015, representing a yield of approximately 2.6% per annum based on the Fund's net asset value on January 26, 2015 of $11.34. See January 28, 2015 Press Release
Global Healthcare Dividend Fund Raises $158 Million
Middlefield Group^®, on behalf of Global Healthcare Dividend Fund, is pleased to announce that it has completed the issuance of an additional 300,000 units pursuant to the over-allotment option granted to the agents in the Fund's recently completed initial public offering. See November 13, 2014 Press Release
Global Healthcare Dividend Fund Raises $155 Million
Middlefield Group^®, on behalf of Global Healthcare Dividend Fund, is pleased to announce that the Fund has completed its initial public offering of 15,500,000 units at a price of $10.00 per unit for gross proceeds of $155 million. See October 23, 2014 Press Release
Global Healthcare Dividend Fund Announces Exchange Ratios
Middlefield Group^®, on behalf of Global Healthcare Dividend Fund, is pleased to announce the exchange ratios for the exchange offer by the Fund being made under the final prospectus of the Fund dated September 24, 2014. See October 9, 2014 Press Release
Global Healthcare Dividend Fund Files Final Prospectus
Middlefield Group^®, on behalf of Global Healthcare Dividend Fund, is pleased to announce that it has filed a final prospectus in relation to an initial public offering of units at a price of $10.00 per unit. See September 25, 2014 Press Release
DISCOVERY 2014 Flow-Through Limited Partnership Raises Maximum $30 Million
Middlefield Group^® is pleased to announce the closing of its 54^th resource fund, Discovery 2014 Flow-Through Limited Partnership, which raised total proceeds of $30 million, the maximum permitted under the prospectus. See September 17, 2014 Press Release
Global Healthcare Dividend Fund Announces Exchange Offering
Global Healthcare Dividend Fund, is offering units of the Fund to investors at a price of $10.00 per unit in exchange for the securities of any of the issuers listed here or for cash subscriptions. See September 1, 2014 Press Release
DISCOVERY 2014 Flow-Through Limited Partnership Initial Public Offering - Maximum $30,000,000
Middlefield Group^®, on behalf of Discovery 2014 Flow-Through Limited Partnership, is pleased to announce that it has filed a preliminary prospectus relating to the initial public offering of Discovery 2014 units. See August 8, 2014 Press Release
Global Infrastructure Dividend Fund IPO Raises $125 Million
Middlefield Group^®, on behalf of Global Infrastructure Dividend Fund, is pleased to announce that the Fund has completed its initial public offering of 12,500,000 units at a price of $10.00 per unit for gross proceeds of $125 million. See July 24, 2014 Press Release
Global Infrastructure Dividend Fund Announces Exchange Ratios
Middlefield Group^®, on behalf of Global Infrastructure Dividend Fund, is pleased to announce the exchange ratios. See July 10, 2014 Press Release
Global Infrastructure Dividend Fund Files Final Prospectus
Middlefield Group^®, on behalf of Global Infrastructure Dividend Fund, is pleased to announce that it has filed a final prospectus in relation to an initial public offering of units at a price of $10.00 per unit. See June 27, 2014 Press Release
Global Infrastructure Dividend Fund Announces Exchange Offering
Global Infrastructure Dividend Fund, is offering units of the Fund to investors at a price of $10.00 per unit in exchange for the securities of any of the issuers listed here or for cash subscriptions. See May 30, 2014 Press Release
Global Infrastructure Dividend Fund Files Preliminary Prospectus
Middlefield Group^®, on behalf of Global Infrastructure Dividend Fund, is pleased to announce that it has filed a preliminary prospectus in relation to an initial public offering of units at a price of $10.00 per unit. See May 30, 2014 Press Release
MRF 2014 Resource Limited Partnership Closes on $56 Million
Middlefield Group^® is pleased to announce the closing of its 53^rd resource fund, MRF 2014 Resource Limited Partnership, which raised total proceeds of $56 million. See April 29, 2014 Press Release
Global Dividend Growers Income Fund Announces Closing of Over-Allotment Option
Middlefield Group^®, on behalf of Global Dividend Growers Income Fund (the "Fund"), is pleased to announce that it has completed the issuance of an additional 125,000 units pursuant to the over-allotment option granted to the agents in the Fund's recently completed treasury offering. See March 28, 2014 Press Release
MRF 2014 Resource Limited Partnership Final Closing to be held April 29, 2014
Middlefield Group^®, on behalf of MRF 2014 Resource Limited Partnership (the "Partnership") is pleased to announce that it has completed the second closing of the initial public offering of limited partnership units of the Partnership, bringing the total amount raised for the Partnership to $35.3 million. See March 27, 2014 Press Release
Global Dividend Growers Income Fund Treasury Offering Raises $34 Million
Middlefield Group^®, on behalf of Global Dividend Growers Income Fund (the "Fund"), is pleased to announce that it has completed an additional offering of 2,961,673 units of the Fund for gross proceeds of $34 million. See March 20, 2014 Press Release
Global Dividend Growers Income Fund Files Final Prospectus
Middlefield Group^®, on behalf of Global Dividend Growers Income Fund (the "Fund"), is pleased to announce that it has filed a final prospectus with respect to a treasury offering of units of the Fund. See March 13, 2014 Press Release
Middlefield Income Plus II Corp. Completes Merger into Middlefield Income Plus Class
Middlefield Group^® is pleased to announce the successful completion, effective today, of the previously announced merger of Middlefield Income Plus II Corp. and Middlefield Income Plus Class (the "Mutual Fund"), with the Mutual Fund being the continuing fund. See March 4, 2014 Press Release
Global Dividend Growers Income Fund Announces Treasury Offering
Middlefield Group^®, on behalf of Global Dividend Growers Income Fund (the "Fund"), is pleased to announce that it has filed a preliminary prospectus in relation to a treasury offering of units of the Fund. See February 24, 2014 Press Release
MRF 2014 Resource Limited Partnership Second Closing to be held March 27, 2014
Middlefield Group^®, on behalf of MRF 2014 Resource Limited Partnership ("MRF 2014"), is pleased to announce that it has completed the first closing of the initial public offering of MRF 2014 limited partnership units raising gross proceeds of $25.5 million. See February 20, 2014 Press Release
Global Dividend Growers Income Fund Announces a 10% Increase in its Annual Distribution Rate
Middlefield Group^®, on behalf of Global Dividend Growers Income Fund (the “Fund”), is pleased to announce a 10% increase in the Fund’s targeted annual distribution rate for the 12 months ending March 31, 2015 from $0.60/unit to $0.66/unit, paid monthly. See February 12, 2014 Press Release
MINT Income Fund Warrant Offering Raises $101 Million
Middlefield Group^®, on behalf of MINT Income Fund, is pleased to announce that pursuant to the exercise of Warrants it has raised total gross proceeds of $101.4 million under its Warrant Offering which expired at 4:00 pm (Toronto time) on January 31, 2014. See February 3, 2014 Press Release
MRF 2014 Resource Limited Partnership Closing February 20, 2014 - Maximum $75,000,000
Middlefield Group^®, on behalf of MRF 2014 Resource Limited Partnership, is pleased to announce that it has filed a final prospectus relating to the initial public offering of MRF 2014 units. See January 31, 2014 Press Release
MINT Warrants Expire Tomorrow - January 31, 2014. Exercised Warrants Will Receive January Distribution
Middlefield Group^®, on behalf of MINT Income Fund ("MINT" or the "Fund"), would like to remind Warrant Holders that the Warrants expire tomorrow January 31, 2014 at 4:00 p.m. (Toronto time). See January 30, 2014 Press Release
Middlefield Income Plus II Corp. - Final Distributions.
Middlefield Group^® is pleased to announce the final two distributions payable to shareholders of Middlefield Income Plus II Corp. prior to the Merger on March 4th, 2014 and the first dividend payable to those shareholders that remain invested in the Mutual Fund. See January 14, 2014 Press Release
MINT Warrants expire January 31, 2014. Exercised Warrants Will Receive January Distribution.
Middlefield Group^®, on behalf of MINT Income Fund, is pleased to announce that any Warrants exercised on or before the Warrant Expiry Time will receive the Fund's January 31, 2014 distribution of $0.06 per Unit. Warrants can now be exercised. See January 3, 2014 Press Release
Middlefield Income Plus II Corp. Announces Merger with Middlefield Income Plus Class
December 31, 2013 - Middlefield Group^®, on behalf of Middlefield Income Plus II Corp. is pleased to announce that, as described in its initial public offering final prospectus dated February 24, 2012, the Fund intends to merge with Middlefield Income Plus Class, an open-end mutual fund managed by Middlefield Limited, subject to the satisfaction of all regulatory requirements. See December 31, 2013 Press Release
MRF 2014 Resource Limited Partnership Initial Public Offering - Maximum $75,000,000
Middlefield Group^®, on behalf of MRF 2014 Resource Limited Partnership, is pleased to announce that it has filed a preliminary prospectus relating to the initial public offering of MRF 2014 units. See December 20, 2013 Press Release
American Core Sectors Dividend Fund completes IPO
Middlefield Group^®, on behalf of American Core Sectors Dividend Fund (the "Fund"), is pleased to announce that the Fund has completed its initial public offering of 5,000,000 units at a price of $10.00 per unit for gross proceeds of $50 million. See December 19, 2013 Press Release
American Core Sectors Dividend Fund Announces Exchange Ratios
Middlefield Group^®, on behalf of American Core Sectors Dividend Fund (the "Fund"), is pleased to announce the exchange ratios for the exchange offer by the Fund being made under the final prospectus of the Fund dated November 28, 2013. See December 8, 2013 Press Release
American Core Sectors Dividend Fund Files Final Prospectus Maximum $100 million - Closing December 19, 2013
Middlefield Group^® is pleased to announce that it has filed a final prospectus in relation to an initial public offering of units at a price of $10.00 per unit. The minimum amount of the offering is $25 million and the maximum is $100 million. See November 28, 2013 Press Release
MINT Income Fund Conversion of Class A Units Completed
Middlefield Group^® is pleased to announce the successful completion, effective November 15, 2013, of the conversion of its Class A units into the Fund's existing class of trust units on a one-for-one basis. See November 25, 2013 Press Release
DISCOVERY 2013 Flow-Through Limited Partnership Completes IPO
Middlefield Group^® is pleased to announce the closing of its 52^nd resource fund, Discovery 2013 Flow-Through Limited Partnership, which raised total proceeds of $25 million, the maximum permitted under the offering. See October 30, 2013 Press Release
American Core Sectors Dividend Fund Files Preliminary Prospectus
Middlefield Group^®, on behalf of American Core Sectors Dividend Fund, is pleased to announce that it has filed a preliminary prospectus in relation to an initial public offering of units at a price of $10.00 per unit. See October 29, 2013 Press Release
DISCOVERY 2013 Flow-Through Limited Partnership Closing to be held on or about October 30, 2013 - Maximum $25,000,000
Middlefield Group^®, on behalf of Discovery 2013 Flow-Through Limited Partnership, is pleased to announce that it has completed the first closing of the initial public offering of Discovery units raising gross proceeds of $18 million. See October 7, 2013 Press Release
DISCOVERY 2013 Flow-Through Limited Partnership Closing October 7, 2013 - Maximum $25,000,000
Middlefield Group^®, on behalf of Discovery 2013 Flow-Through Limited Partnership, is pleased to announce that it has filed a final prospectus relating to the initial public offering of Discovery units. See September 30, 2013 Press Release
DISCOVERY 2013 Flow-Through Limited Partnership Initial Public Offering – Maximum $25,000,000
Middlefield Group^®, on behalf of Discovery 2013 Flow-Through Limited Partnership, is pleased to announce that it has filed a preliminary prospectus relating to the initial public offering of Discovery 2013 units. See September 11, 2013 Press Release
Uranium Focused Energy Fund Completes Merger into MBN Corporation
Middlefield Group^® is pleased to announce the successful completion, effective today, of the previously announced merger of Uranium Focused Energy Fund and MBN Corporation, with MBN being the continuing fund. See August 28, 2013 Press Release
Global Dividend Growers Income Fund Treasury Offering Raises Over $23 Million
Middlefield Group^®, on behalf of Global Dividend Growers Income Fund, is pleased to announce that it has completed an additional offering of 2,304,143 units of the Fund at a price of $10.04 per unit for gross proceeds of $23.1 million. See September 9, 2013 Press Release
MINT Income Fund Cash and Exchange Offering Raises $65 Million
Middlefield Group^®, on behalf of MINT Income Fund, is pleased to announce that it has closed the exchange and cash offering of class A units raising gross proceeds of $65 million. See August 13, 2013 Press Release
Uranium Focused Energy Fund (UF.UN) announces accelerated redemption to July 31, 2013.
MIDDLEFIELD^® is pleased to announce that, in light of the approaching termination of Uranium Focused Energy Fund which is scheduled to occur at the end of this year, the annual redemption right of Uranium unitholders has been accelerated to July 31, 2013. See June 24, 2013 Press Release
REITs and Real Estate Outlook: July
See Read more...
New Mutual Fund: Middlefield Global Infrastructure Fund
See Read more...
Best opportunities for growth are outside Canada
With weaker demand for Canadian natural resources, advisors looking for higher returns for their clients should turn their attention to global opportunities, according to Dean Orrico, president and chief investment officer, at Toronto-based Middlefield Capital Corp. See Read more...
MRF 2013 Resource Limited Partnership Completes IPO
Middlefield Group^® is pleased to announce the closing of its 51^st resource fund, MRF 2013 Resource Limited Partnership, which raised total proceeds of $40 million. See April 26, 2013 Press Release
Income Plus Class Wins Three Lipper Awards
See Read more...
MINT Income Fund celebrates 16 years on the TSX
See Read more...
Global Dividend Growers Income Fund Closes at $65 Million
Middlefield Group^®, on behalf of Global Dividend Growers Income Fund, is pleased to announce that the Fund has completed its initial public offering of 6,500,000 units at a price of $10.00 per unit for gross proceeds of $65 million. See March 22, 2013 Press Release
Rollover of MRF 2011 Resource Limited Partnership
Middlefield Mutual Funds Limited is pleased to announce that it has completed the rollover of MRF 2011 Resource Limited Partnership into the Income Plus Class (MID800) mutual fund. See March 12, 2013 Press Release
Rollover of Discovery 2010 Flow-Through Limited Partnership
Middlefield Mutual Funds Limited is pleased to announce that it has completed the rollover of Discovery 2010 Flow-Through Limited Partnership into the Groppe Tactical Energy Class (MID125) mutual fund. The Partnership was dissolved on January 31, 2013. See January 31, 2013 Press Release
MINT Income Fund - Rights Offering Fully Subscribed
Middlefield Group^® is pleased to announce that MINT Income Fund has closed the offering of Rights to its Unitholders raising gross proceeds of $33,971,931 (3,774,659 Units), being the maximum permitted under the offering. See January 30, 2013 Press Release
Middlefield Income Plus Class Receives FundGrade^® "A" Award for Outstanding Performance in the calendar year of 2012
Income Plus Class has received Fundata's FundGrade^® A Award for Outstanding Performance in 2012. See Read more...
INDEXPLUS Income Fund Completes Merger with INDEXPLUS Dividend Fund
MIDDLEFIELD^® is pleased to announce the successful completion, effective December 19, 2012, of the previously announced merger of INDEXPLUS Income Fund and INDEXPLUS Dividend Fund with INDEXPLUS Income Fund being the continuing fund. See December 19, 2012 Press Release
Middlefield Can-Global REIT Income Fund IPO Closes at $75 Million
Middlefield Group^®, on behalf of Middlefield Can-Global REIT Income Fund, is pleased to announce that the Fund has completed its initial public offering of 7,500,000 units at a price of $10.00 per Unit for gross proceeds of $75,000,000. See November 19, 2012 Press Release
MIDDLEFIELD^® Raises $110 Million In 2012 Flow-Through Offerings
Middlefield Group^® is pleased to announce the closing of its 50^th resource fund, Discovery 2012 Flow-Through Limited Partnership, which raised total proceeds of $50 million. This brings the total amount raised by Middlefield flow-through limited partnerships to $110 million in 2012. See November 15, 2012 Press Release
MIDDLEFIELD^® Raising Exposure to Overseas Income
Pedestrian growth will bedevil western economies for years as both governments and consumers struggle to reduce their excessive debts. Interest rates will be kept low as a result at both ends of the yield curve. In such an environment, an important market shift is taking place, with an increasing proportion of equity income being generated overseas. See Read more...
Middlefield Groppe Tactical Energy Class - FundGrade^® "A" Rating from Fundata
Groppe Tactical Energy Class has received Fundata's FundGrade^® A Grade Rating as of December 31, 2012. See Read more...
Pathfinder Convertible Debenture Fund Completes $43 million Treasury Offering
Middlefield Group^®, on behalf of Pathfinder Convertible Debenture Fund (TSX: PCD.UN), is pleased to announce that it has completed an additional offering of 3,490,000 units of the Fund at a price of $12.33 per unit for gross proceeds of $43,031,700. See August 31, 2012 Press Release
Merger of INDEXPLUS Income Fund and INDEXPLUS Dividend Fund
MIDDLEFIELD^® is pleased to announce its intention to merge INDEXPLUS Income Fund (TSX: IDX.UN) and INDEXPLUS Dividend Fund (TSX: IDF.UN) with INDEXPLUS Income Fund being the Continuing Fund. See July 27, 2012 Press Release
Income Plus Class Receives 5-star Rating from Morningstar
June 6, 2012 - Income Plus Class receives 5-star rating from Morningstar. Read more...
Globe and Mail: Middlefield Funds in the Top 10
May 29, 2012 - Balanced funds are far and away the most popular type of mutual fund these days, with net sales for the year through April 30 of $12.7-billion. Today's screen is designed to help investors find consistent balanced funds that have performed well over both the short and long term. Read more...
Compass Income Fund Celebrates 10 Year Anniversary by Opening TSX
Middlefield Group^® is pleased to announce that Compass Income Fund (CMZ.UN) celebrated its ten year anniversary on Monday, April 16, 2012. See April 17, 2012 Press Release
Middlefield Income Plus II Completes IPO
March 20, 2012 - Middlefield Group^®, on behalf of Middlefield Income Plus II Corp., is pleased to announce that the Fund has completed its initial public offering of 5,000,000 equity shares at a price of $12.00 per Share for gross proceeds of $60,000,000. See March 20, 2012 Press Release
Middlefield Tactical Energy Corporation Completes Amalgamation with
Middlefield Bancorp Limited
Middlefield Limited, the manager of Middlefield Tactical Energy Corporation, is pleased to announce the amalgamation of Middlefield Bancorp Limited and Tactical, which was approved by the shareholders of each fund earlier this month. New TSX trading symbol is MBN. See February 23, 2012 Press Release
MRF 2012 Resource Limited Partnership Closing March 27, 2012 - Maximum $100,000,000
February 16, 2012 - Middlefield Group^®, on behalf of MRF 2012 Resource Limited Partnership, is pleased to announce that it has completed the first closing of the initial public offering of MRF 2012 limited partnership units for $44.3 million. The offering is being made in each of the provinces and territories of Canada. See February 16, 2012 Press Release
Rollover of MRF 2010 Resource Limited Partnership
Middlefield Mutual Funds Limited is pleased to announce that it has completed the rollover of MRF 2010 Resource Limited Partnership into the Groppe Tactical Energy Class mutual fund. See February 7, 2012 Press Release
ENERGY INDEXPLUS Dividend Fund Completes IPO
Middlefield Group^®, on behalf of ENERGY INDEXPLUS Dividend Fund, is pleased to announce that the Fund has completed its initial public offering of 5,400,000 units at a price of $12.00 per unit for gross proceeds of $64,800,000. See July 19, 2011 Press Release
REIT INDEXPLUS Income Fund IPO Closes at $179,100,000
Middlefield Group^®, on behalf of REIT INDEXPLUS Income Fund, is pleased to announce that the Fund has completed the issuance of an additional 325,000 units at a price of $12.00 per unit for total gross proceeds of $3,900,000 pursuant to the over-allotment option granted to the agents in the Fund's recently completed initial public offering. See May 17, 2011 Press Release
MRF 2011 Resource Limited Partnership Raises $60 Million
April 21, 2011 - Middlefield Group^® announced today the closing of its 47th resource fund, MRF 2011 Resource Limited Partnership, which raised total proceeds of $60 million. See April 21, 2011 Press Release
INDEXPLUS Dividend Fund IPO Closes at $127,140,000
Middlefield Group^®, on behalf of INDEXPLUS Dividend Fund is pleased to announce that the Fund has completed the issuance of an additional 595,000 units at a price of $12.00 per unit for total gross proceeds of $7,140,000 pursuant to the over-allotment option granted to the agents in the Fund's recently completed initial public offering. Together with the $120,000,000 previously closed, the Fund has raised aggregate gross proceeds of $127,140,000. See March 21, 2011 Press Release
REIT INDEXPLUS Income Fund Files Preliminary Prospectus
Middlefield Group^®, on behalf of REIT INDEXPLUS Income Fund is pleased to announce that it has filed a preliminary prospectus in relation to an initial public offering of units at a price of $12.00 per unit. See February 28, 2011 Press Release
Mint Income Fund Warrant Offering Raises $108.65 Million
February 16, 2011 - MINT Income Fund is pleased to announce that pursuant to the exercise of Warrants it has raised total gross proceeds of $108.65 million, being the maximum permitted under its Warrant Offering. See February 16, 2011 Press Release
MRF 2011 Resource Limited Partnership - Closing March 22nd - Maximum $100 Million
Middlefield Group^®, on behalf of MRF 2011 Resource Limited Partnership, is pleased to announce that it has completed the first closing of the initial public offering of MRF 2011 Units for $40,000,000. The offering is being made in each of the provinces and territories of Canada. The Partnership will have a second closing on March 22nd, 2011. See February 17, 2011 Press Release
Accelerated Rollover of MRF 2009 Resource Limited Partnership
January 19, 2011 - Please be advised that on February 7, 2011, MRF 2009 Resource Limited Partnership will be dissolved and investors will receive Canadian Growth Class shares of Middlefield Mutual Funds Limited. See January 19, 2011 Press Release
Middlefield Precious Metals Class Mutual Fund
Number One Precious Metals and Natural Resources Fund in Canada
January 17, 2011 - MIDDLEFIELD^® is pleased to announce that the Precious Metals Class mutual fund has been ranked by the Globe & Mail as the number one precious metals and natural resources fund in Canada with a 1-year return of 89.3% (December 31, 2010). See January 17, 2011 Article
S&P/TSX Announces Equity Income Index Focused on Dividend Income
Toronto, December 20, 2010 – Standard & Poor’s, the world’s leading index provider, and TSX Group Inc., operator of Toronto Stock Exchange and Montreal Exchange, announced today the launch of the S&P/TSX Equity Income Index and the S&P/TSX Composite Dividend Index, providing Canadian investors with two new innovative ways of measuring higher yielding stocks. See December 20, 2010 Press Release
Middlefield's Mutual Funds receive 5-Star Ratings
December 17, 2010 - Middlefield Mutual Funds is pleased to announce that the following funds have received 5-Star ratings from Globefund (November 30, 2010): Income Plus Class (1-year return of 13.47%); Precious Metals Class (1-year return of 74.87%); and Uranium Focused Metals Class (1-year return of 41.78%).
Middlefield's TSX-Listed Funds receive 5-Star Ratings
December 17, 2010 - MIDDLEFIELD^® is pleased to announce that MINT Income Fund (MID.UN) and INDEXPLUS Income Fund (IDX.UN) have received 5-Star ratings from Globefund with 1-year returns of 13.5% and 26.1% respectively.
Pathfinder Convertible Debenture Fund - Warrant Offering Raises $48.6 Million
Middlefield Group^®, on behalf of Pathfinder Convertible Debenture Fund is pleased to announce that pursuant to the exercise of Warrants it has raised total gross proceeds of $48.6 million under its Warrant Offering which expired November 30, 2010. See December 1, 2010 Press Release
INDEXPLUS Announces Replacement Index for the S&P/TSX Income Trust Index
In light of income trusts becoming taxable in January 2011, Middlefield Capital Corporation and Guardian Capital LP (the "Co-Advisors") expect most remaining income trusts, with the exception of real estate investment trusts ("REITs"), to convert to corporations over the coming months. Accordingly, this event will result in the discontinuation of the S&P/TSX Income Trust Index. As a result and pursuant to its Declaration of Trust, INDEXPLUS Income Fund will replace the S&P/TSX Income Trust Index, which a portion of the Fund's portfolio is required to track, with a newly created index to be called the Middlefield Income Trust Conversion Index.
See November 26, 2010 Press Release
MIDDLEFIELD^® Raises $100 Million in 2010 Flow-Through Offerings
Toronto, November 25, 2010 – Middlefield Group^® is pleased to announce the closing of its 46th resource fund, Discovery 2010 Flow-Through Limited Partnership, which raised the maximum offering of $50 million. This brings the total amount raised by Middlefield flow-through limited partnerships to $100 million in 2010. See November 25, 2010 Press Release
Middlefield Groppe Tactical Energy Fund Conference Featuring Jeff Rubin
Toronto, November 9, 2010 - Jeff Rubin shared his view on the future of energy markets. Jeff Rubin was the Chief Economist at CIBC World Markets for twenty years. He was one of the first economists to accurately predict soaring oil prices back in 2000 and is now one of the world's most sought-after energy experts. Watch Video
Rollover of Discovery 2008 Flow-Through Limited Partnership
Toronto, October 18, 2010 – Middlefield Mutual Funds Limited is pleased to announce that it has completed the rollover of Discovery 2008 Flow-Through Limited Partnership into the Precious Metals Class (MID 170) mutual fund. See October 18, 2010, 2010 Press Release
Independent Review Committee - 2014 Report

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The information posted was accurate at the time of posting, but may be superseded by subsequent disclosures.


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