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Middlefield Alternative Global Fixed Income Fund

Fund Description

Middlefield Alternative Global Fixed Income Fund seeks to maximize risk-adjusted total returns while generating income and preserving capital through an actively managed, globally diversified portfolio of fixed income securities. The strategy employs a flexible, benchmark-agnostic approach across the global fixed income spectrum. It uses long and short credit positions, derivatives and leverage to pursue relative-value opportunities, hedge macroeconomic risks and access differentiated sources of return.

Key Reasons to Invest:

  • Exposure to an actively managed, benchmark-agnostic global fixed income strategy with expanded flexibility across the fixed income spectrum
  • Ability to use long and short credit positions, leverage and derivatives to broaden the fund’s alpha-generating opportunity set
  • Active management of portfolio duration and macroeconomic risks as market conditions change
  • Access to relative-value opportunities and differentiated sources of return that may have lower correlation to traditional fixed income markets

Fund Overview

  • Fund Codes:
    Coming Soon
  • Inception Date:
    -
  • Monthly Distribution:
    -
  • Advisor:
    Middlefield Limited
  • Eligibility:
    RRSPs, RRIFs, DPSPs, RESPs, FHSAs, RDSPs and TFSAs
  • Management Fee:
    A: 1.30% / F: 0.80% / I: 0.40%
  • Performance Fee:
    10%*
  • Hurdle:
    3-month Government of Canada Treasury Bill rate (GCAN3M Index) + 2%
  • Risk Rating:
    Low to Medium

Fund Managers

Alexandre Cousineau
Head of Fixed Income
Gordon McKay
Senior Portfolio Manager, Fixed Income
Michael O’Donnell
Portfolio Manager
Karen Ko
Investment Strategist & Portfolio Manager 
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