Middlefield Funds
 
1.888.890.1868   Home   Contact   UK Site   Site Index
 
Site Search
TSX-Listed Funds
ActivEnergy Income Fund
Profile   Highlights

ACTIVEnergy Income Fund invests in a diversified portfolio of dividend paying energy companies operating in Canada and the U.S. To provide further diversification, the Fund also invests in oil and gas exploration and development companies as well as oil sands common stocks.

Assisted by the research of our Special Advisor, Groppe, Long and Littell of Houston, Texas, we remain very positive on the oil and gas sector and continue to hold the view that global oil and North American natural gas production has peaked. The Fund maintains an exposure to oil and gas companies that possess high quality assets, attractive yields, low payout ratios, modest levels of third party debt, proven management teams and the ability to build value through internal operations.

 
TSX Symbol AEU.UN
Distribution Frequency Monthly
Inception Date November 16, 2004
Eligibility RRSPs, RRIFs, DPSPs, RESPs and TFSAs
See October 26, 2011 Short-Form Rights Prospectus 
See IPO Prospectus 
View Proxy Voting Record 
Lead Portfolio Managers   In the Spotlight
John G. Priestman
John G. Priestman
Managing Director - Canadian Equity, Guardian Capital Group Limited
View Bio
Rob Lauzon
Robert F. Lauzon
Managing Director and Deputy Chief Investment Officer
View Bio
 
Middlefield Market Commentary 
Globe & Mail: Rob Lauzon sees values getting better every day 
Globe & Mail: Henry Groppe, long-time adviser to Middlefield, Oil sector looking in wrong place for coming seismic shift 
Investment Executive: Dean Orrico, Best opportunities for growth are outside Canada 
Globe and Mail: Andy Nasr, AltaGas poised for strong dividend growth 
AAPG EXPLORER: Say It Loud: A few words about peak oil 
 
 
 
 
 
 
Top Ten Holdings  (as at September 30, 2014)
1. ARC Resources Ltd.
2. Canadian Natural Resources Limited
3. Crescent Point Energy Corp.
4. Encana Corporation
5. Enerplus Corporation
6. Freehold Royalties Ltd.
7. Mullen Group Ltd.
8. Peyto Exploration & Development Corp.
9. Trilogy Energy Corp.
10. Vermilion Energy Inc.
   
   
   
   
   
 
     
Links
  Mutual Funds
  TSX-Listed Funds
  Resource Funds
  International Funds
  Merchant Banking Prospectuses
  Real Estate Group Disclaimer
  Advisor Login Privacy
     
  Follow us:  Linkedin
   
 
Contact Us
Middlefield Group © 2013. All rights reserved.