Transcription of FACT SHEET - Middlefield
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FACT SHEET - Middlefield
Quick Facts Inception: March 13, 1997 Distributions: $ per month Management Fee: Advisor: Middlefield Capital Corporation Eligibility: RRSPs, RRIFs, DPSPs, RESPs, RDSPs, TFSAs TSX Symbol / CUSIP: / 60446Q108 PORTFOLIO MANAGERS ROB LAUZON, CFA MANAGING DIRECTOR AND DEPUTY CHIEF INVESTMENT OFFICER EDMUN TSANG, CFA DIRECTOR, INVESTMENTS AND PORTFOLIO MANAGER INVESTMENT OBJECTIVE The investment objectives of MINT Income Fund are to provide monthly distributions, return to unitholders upon termination of at least the original issue price ($ per unit) and to enhance long-term return through capital appreciation. WHY YOU SHOULD OWN THIS FUND x Proven success - excellent track record since launch in 1997 x Gain access to a diversified portfolio of dividend paying, equity income securities and non-dividend paying securities with capital appreciation potential x Attractive monthly distributions of $ TOP 10 HOLDINGS (listed alphabetically) SECTOR ALLOCATION (as at June 30, 2018) Apple Inc.
MIDDLEFIELD GROUP ® PERFORMANCE. ONE STEP AT A TIME. Invest in Middlefield’s Core Strengths: Global Equity Income, Real Estate and Natural Resources.
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