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TSX-Listed Funds
Global Real Estate & E-Commerce Dividend Fund
Profile   Highlights

Global Real Estate & E-Commerce Dividend Fund will provide a diversified, actively managed portfolio comprised of dividend-paying securities of global real estate issuers that the Advisor believes are well-positioned to benefit from the rapid adoption of e-commerce products and services, as well as securities of issuers operating in or deriving a significant portion of their revenue or earnings from products or services related to the e-commerce industry.

The initial target distribution yield for the Fund is 5% per annum based on the original subscription price (or $0.04167 per unit per month or $0.50 per unit per annum).

Middlefield Funds Update

Distribution Frequency Monthly
Closing Date October 25, 2018
Eligibility RRSPs, DPSPs, RDSPs, RRIFs, TFSAs and RESPs
See Highlight Sheet ( English / French ) 
See Prospectus 
View Proxy Voting Record 
Expands ETF
Lead Portfolio Managers
Dean Orrico
Dean Orrico
View Bio
Rob Lauzon
Robert F. Lauzon
View Bio
    In the Spotlight
Middlefield Market Commentary 
Globe & Mail: Real Estate Fund Managers Share Their Investing Strategies 
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Real Estate Update - Canada 
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Middlefield's Dean Orrico: Winners and Losers in the Post-Pandemic Market - The case for Active Management 
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Financial Post: What Lululemon's $500 million deal to buy Mirror says about the future of exercising at home 
The Wall Street Journal: Warehouses Serve as a Pandemic Haven for Property Investors 
Globe and Mail: Dean Orrico, Where to invest in 2020? Three investment firm CIOs share their strategies 
Wealth Professional: Shane Obata, Embracing the new staples 
Financial Times: Blackstone seals record $18.7bn private real estate deal 
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