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Middlefield Short Duration Bond Plus Fund

Fund Description

This fund seeks to provide attractive risk adjusted returns through interest income and capital appreciation by investing primarily in short duration U.S. and Canadian corporate bonds, while maintaining a low volatility profile through limited interest rate sensitivity.

Key Reasons to Invest:

  • exposure to an actively managed, low-cost fund which provides tax-efficient monthly distributions
  • a portfolio focused on short duration U.S. and Canadian corporate bonds designed to generate interest income and capital appreciation
  • an investment strategy characterized by lower volatility and limited interest rate sensitivity through a short duration profile

Please note, this fund will transition to Middlefield Short Duration Bond Plus Fund from INDEXPLUS Income Fund on February 5, 2026. Click here for more information.

Fund Overview

  • Fund Codes:
    A: MID435 | F: MID436
  • Inception Date:
    [February 5, 2026]
  • Monthly Distribution:
    $0.03
  • Advisor:
    Middlefield Limited
  • Eligibility:
    RRSPs, RRIFs, DPSPs, RESPs and TFSAs
  • Management Fee:
    A: 1.00% / F: 0.50%
  • Risk Rating:
    Low

Fixed Income Team

Gordon McKay
Gordon McKay
Senior Portfolio Manager, Fixed Income
Chris McGiffen
Chris McGiffen
Client Portfolio Manager
Sean Irvine
Sean Irvine
Client Portfolio Manager
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