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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

MSBP 

Closing price  Ways To Invest Fact Sheet Press Releases Prospectus (English) Prospectus (French) All Fund Documents

ETF Overview

  • Ticker:
    MSBP/59635A106
  • Inception Date:
    February 3, 2026
  • NAV/Unit:
    $10
  • Monthly Distribution:
    $0.029
  • 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

Distributions

Total NAV & Distributions (since inception)  
RECORD DATE PAYMENT DATE PAYMENT AMOUNT
March 31, 2026 April 15, 2026 0.029
February 28, 2026 March 13, 2026 0.029
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