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Sustainable Agriculture & Wellness Dividend Fund
Sustainable Agriculture & Wellness Dividend Fund
Profile   Highlights
Actively managed, internationally diversified portfolio of companies that promote sustainable living and well-being
Strategic allocation between dividend paying Industry Leaders and Disruptors that provide exposure to major innovations in the agriculture and wellness industries
Integrates Environmental, Social & Governance ("ESG") considerations to complement fundamental analysis in selecting investments believed to have sustainable competitive advantages

 
TSX Symbol (Reserved) AGR.UN
Distribution Frequency Monthly
Closing Date (Expected) Mid-June 2021
Eligibility RRSPs, DPSPs, RDSPs, RRIFs, TFSAs and RESPs
See Preliminary Prospectus 
See Press Release 
Sustainable Agriculture & Wellness
Lead Portfolio Managers
Dean Orrico
Dean Orrico
PRESIDENT AND
CHIEF INVESTMENT OFFICER
View Bio
 
Rob Lauzon
Robert F. Lauzon
MANAGING DIRECTOR AND DEPUTY CHIEF INVESTMENT OFFICER
View Bio
Shane Obata
Shane Obata
EXECUTIVE DIRECTOR, INVESTMENTS AND PORTFOLIO MANAGER
View Bio
 
Robert Moffat
Michael Bury
MANAGING DIRECTOR AND PORTFOLIO MANAGER
View Bio

 
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Middlefield Market Commentary 
BNN Bloomberg: Nestle Introduces Plant-Based Milk Brand to Rival Oatly, Alpro 
Financial Times: Nestlé in talks to buy Bountiful Company 
Bloomberg: Climate-Saving ‘Organic’ May Be Food Industry’s Next Moneymaker 
 
 
 
     
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