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Closed-end Funds
Overview
Energy and Financial Markets Outlook
 Henry Groppe John Priestman Dean Orrico
Henry Groppe, Principal Groppe, Long & Littell.
John Priestman Managing Director, Guardian Capital LP
Dean Orrico Managing Director and Chief Investment Officer of
Middlefield Capital Corporation

 Royal York Presentation  (November 11, 2008)
 Q4 2008 Update  (December, 2008)
ACTIVEnergy Income Fund  TSX Symbol: AEU.UN
A TSX listed closed-end investment fund that invests in a diversified portfolio of energy companies with an emphasis on oil and gas as well as common shares of Canadian and U.S.-based issuers operating in the energy sector.
 
COMPASS Income Fund   TSX Symbol: CMZ.UN
A TSX listed closed-end investment fund that invests in a diversified portfolio of high yielding equities with an emphasis on business trusts, supplemented by power and pipeline trusts, REITs and oil and gas trusts.
 
INDEXPLUS Income Fund   TSX Symbol: IDX.UN
A TSX listed closed-end investment fund that invests in a diversified portfolio of high yielding equities, 50% to 80% of which tracks the S&P/TSX Capped Income Trust Index. The remainder of the portfolio is actively managed to enhance returns and reduce the risks associated with indexing.
 
MINT Income Fund   TSX Symbol: MID.UN
A TSX listed closed-end investment fund that invests primarily in a diversified portfolio comprised primarily of high yielding equity securities of issuers operating in various industries and geographical regions.
 
OILSANDS Canada Corporation   TSX Symbol: OCF
TSX listed closed-end investment fund created to provide long-term capital appreciation by investing in an actively managed, diversified portfolio comprised primarily of energy-related equity securities of issuers that operate in or have exposure to the Canadian oil sands sector.
 
STaRS Income Fund   TSX Symbol: STZ.UN
A TSX listed closed-end investment fund that invests in a diversified portfolio of high yielding equities with an emphasis on oil and gas trusts, supplemented by REITs and business trusts. To provide downside protection, STaRS has a forward agreement with CIBC pursuant to which CIBC will make a capital support payment of $5.00 per unit to the Fund on the termination date.
 
STRATA Income Fund   TSX Symbol:  Preferred Unit: STW.PR.A    Capital Unit: STW.UN
A TSX listed investment fund that has issued both Preferred Securities and Capital Units. The net proceeds from the offering were used to purchase treasury units of COMPASS Income Fund. The Fund has been created using a dual security structure to provide investors with greater ability to choose the tax characteristics of distributions received from COMPASS.
 
Uranium Focused Energy Fund   TSX Symbol: UF.UN
A TSX-listed fund focused predominantly on the securities of issuers that operate in or have exposure to the uranium sector, supplemented with securities of other energy related issuers. The Fund has been designed to capitalize on the view that the uranium sector will continue to provide attractive opportunities for investment over the next several years. The strong fundamentals underlying the uranium business include rising demand for nuclear power on the back of concerns over carbon emissions from coal-based power generation as well as the high cost of alternative fuels like natural gas.
 
YIELDPLUS Income Fund  TSX Symbol: YP.UN
A TSX listed closed-end investment fund that invests primarily in a diversified portfolio comprised primarily of high yielding equity securities of issuers operating in various industries and geographical regions.

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