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As of June 5, 2017, the fund was converted to a Mutual Fund.
ACTIVEnergy Income Fund Archive
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.

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
Dean Orrico Rob Lauzon
Dean Orrico
President and Chief Investment Officer
View Bio
Robert F. Lauzon
Deputy Chief Investment Officer
View Bio
Middlefield Market Commentary 
Wealth Professional: Dean Orrico, Where are the attractive opportunities on today's investment landscape? 
Activenergy CEO Luncheon Video 
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 
AAPG EXPLORER: Say It Loud: A few words about peak oil 
Top Ten Holdings  (as at March 31, 2017)
1. Canadian Natural Resources Limited
2. Chevron Corporation
3. Crescent Point Energy Corp.
4. Freehold Royalties Ltd.
5. Marathon Petroleum Corporation
6. PEYTO Exploration & Development Corp.
7. Royal Dutch Shell plc
8. Suncor Energy Inc.
9. Tourmaline Oil Corp.
10. Vermilion Energy Inc.
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