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TSX-Listed Funds
As of February 17, 2022, the fund merged with Global Innovation Dividend Fund.
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 


Lead Portfolio Managers
Dean Orrico
Dean Orrico
View Bio
Rob Lauzon
Robert F. Lauzon
View Bio
    In the Spotlight
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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 
Wealth Professional: Dean Orrico, Why Middlefield Capital is relishing return of volatility 
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Inside Ocado's Automated Warehouse 
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