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Middlefield Short Duration Bond Plus ETF

Fund Description

Middlefield Short Duration Bond Plus ETF seeks to provide attractive risk-adjusted returns through interest income and capital appreciation by investing in an actively managed portfolio of short-duration U.S. and Canadian corporate and government fixed income securities. The strategy emphasizes capital preservation, low volatility, and limited interest rate sensitivity through a targeted short portfolio duration and currency hedging.

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

ETF Overview

  • Ticker:
    MSBP
  • Inception Date:
    February 3, 2026
  • NAV/Unit:
    $10
  • Monthly Distribution:
    $0.03
  • Advisor:
    Middlefield Limited
  • Eligibility:
    All Registered and Non-Registered Accounts
  • Management Fee:
    0.50%
  • Risk Rating:
    Low
  • Exchange:
    Toronto Stock Exchange

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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