Middlefield Funds
 
1.888.890.1868   Home   Contact   UK Site   Site Index
 
Site Search
TSX-Listed Funds
Yieldplus Income Fund
Profile   Highlights

YIELDPLUS Income Fund invests in a diversified portfolio comprised primarily of equity income securities and remains focused on enhancing long-term total return through capital appreciation.

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

 
TSX Symbol YP.UN
Distribution Frequency Monthly
Inception Date September 15, 2004
Eligibility RRSPs, RRIFs, DPSPs, RESPs and TFSAs
See Prospectus 
View Proxy Voting Record 
YIELDPLUS Income Fund - Board of Directors 
Lead Portfolio Managers   In the Spotlight
Dean Orrico Rob Lauzon
Dean Orrico
President and Chief Investment Officer
View Bio
Robert F. Lauzon
Deputy Chief Investment Officer
View Bio
Co-Advisor
Guardian Capital
 
Middlefield Market Commentary 
Wealth Professional: Dean Orrico, Where are the attractive opportunities on today's investment landscape? 
Investment Executive: Dean Orrico, Best opportunities for growth are outside Canada 

Yieldplus Income Fund Completes Merger with MINT Income Fund

 
Top Ten Holdings  (as at December 31, 2016)
1. Bank of America Corporation
2. CF Industries Holdings Inc.
3. Chorus Aviation Inc.
4. Crescent Point Energy Corp
5. Killam Apartment REIT
6. Manulife Financial Corporation
7. Pembina Pipeline Corporation
8. Royal Bank of Canada
9. Vermilion Energy Inc.
10. Westshore Terminals Investment Corporation
   
   
   
   
   
 
     
Links
  Mutual Funds
  TSX-Listed Funds
  Resource Funds
  International Funds
  Merchant Banking Prospectuses
  Real Estate Group Disclaimer
  Advisor Login Privacy
     
  Follow us:  Linkedin
   
 
Contact Us
Middlefield Group © 2013. All rights reserved.