Middlefield Funds
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Objectives & Strategy
The Fund’s investment objectives are to (i) provide holders of Units (“Unitholders”) with stable monthly cash distributions, and (ii) outperform the S&P®/TSX™ Capped REIT Index (the “Index”) on a total return basis, through an investment strategy which combines indexing and active portfolio management and entails investing primarily in securities of issuers in the Canadian real estate sector.
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