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Indexplus Income Fund
Profile   Highlights

INDEXPLUS Income Fund invests in a diversified portfolio of equity income securities of which a portion tracks the S&P/TSX Composite High Dividend Index. The remainder of the portfolio is actively managed to enhance returns and reduce the risks associated with indexing, while maintaining low-cost exposure to the underlying equity income market.

The S&P/TSX Composite High Dividend Index is a strategy index consisting of 50 to 75 stocks selected from the S&P/TSX Composite Index focusing on dividend income. The index is market-capitalization weighted, with stocks capped at 5% and each sector capped at 30%. The index rebalances quarterly on the same schedule as the S&P/TSX Composite Index.

The Fund is authorized to issue series of units designated as Series A or Series F.

 
Fund Codes: FE: MID435 / LL: MID437
DSC: MID440 / F Series: MID436
Inception Date: August 15, 2003
Eligibility: RRSPs, RRIFs, DPSPs, RESPs and TFSAs
See Simplified Prospectus ( English  / French  )
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Lead Portfolio Managers   In the Spotlight
Dean Orrico
Dean Orrico
PRESIDENT AND
CHIEF INVESTMENT OFFICER
View Bio
 
Rob Lauzon
Robert F. Lauzon
MANAGING DIRECTOR AND DEPUTY CHIEF INVESTMENT OFFICER
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Corporate Update 
Middlefield Market Commentary 
Wealth Professional: Dean Orrico, Where are the attractive opportunities on today's investment landscape? 
Video: Corporate Update: Dean Orrico and Rob Lauzon 
 
   
   
   
   
   
   
   
   
   
   
     
 
     
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