Middlefield Funds
1.888.890.1868   Home   Contact   UK Site   Site Index
Site Search
TSX-Listed Funds
As of March 22, 2017, the fund merged with MINT Income Fund.
Compass Income Fund
Profile   Highlights

COMPASS Income Fund invests in a diversified portfolio comprised primarily of equity income securities.

Over several decades, dividends have benefited investors by accounting for approximately two-thirds of total equity returns and dampening the volatility associated with investing in equities. In addition, dividends from Canadian corporations have become increasingly tax efficient and are now taxed at a lower rate than interest income. We continue to believe that companies offering high levels of sustainable income will attract significant investor interest and receive premium valuations, especially within an environment of relatively low interest rates and a Canadian market with few alternatives for investors seeking yield.

Virtually all income trusts, including oil and gas royalty trusts, have converted to dividend-paying corporations. We believe many of them are well positioned to pay out relatively high and stable levels of income, primarily in the form of tax-efficient dividends.

TSX Symbol Merged with MID.UN
Distribution Frequency Monthly
Inception Date April 16, 2002
Eligibility RRSPs, RRIFs, DPSPs, RESPs and TFSAs
  In the Spotlight
Middlefield Market Commentary 
Wealth Professional: Dean Orrico, Where are the attractive opportunities on today's investment landscape? 
Investment Executive: Dean Orrico, Best opportunities for growth are outside Canada 
Compass Income Fund Celebrates 10 Years on the TSX  

Compass Income Fund Completes Merger with MINT Income Fund

  Exchange-Traded Funds
  Mutual Funds
  TSX-Listed Funds
  Flow-Through LPs
  International Funds
  Merchant Banking Prospectuses
  Real Estate Group Disclaimer
  Advisor Login Privacy
  Follow us:  Linkedin  Facebook  Twitter
Contact Us
Middlefield Group © 2013. All rights reserved.