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Indexplus 2 Income Fund Archive
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INDEXPLUS 2 is a closed-end investment trust managed by Middlefield and Guardian Capital Inc., who act as Co-Advisors to the Trust, responsible for determining the allocation of the Fund's assets to the actively managed portion of the portfolio as well as asset mix and security selection within the actively managed portion of the portfolio. The objectives of INDEXPLUS 2 are to provide unitholders with high levels of monthly distributions; to outperform the S&P® / TSX Capped Income Trust Index on a total return basis over the life of the Fund; and to return the original issue price of the units upon termination on December 31, 2015. The Fund intends to achieve these objectives by investing at least 50% and up to 80% of its assets in a portfolio which will track the S&P® / TSX Capped Income Trust Index. The remainder of the Funds assets will be actively managed within the income trust sector in order to enhance returns and mitigate the risks associated with indexing, such as excessive sectoral or security concentrations. In addition, at least 50% of the total portfolio will be invested in business trusts.

Distribution Frequency Monthly
Inception Date November 18, 2003
Termination Date December 31, 2015
Eligibility RRSPs, RRIFs, DPSPs and RESPs
See Prospectus 
INDEXPLUS 2 Income Fund - Board of Directors 
Garth Jestley  
March 28, 2005
Garth Jestley

Leaders in Big-Five Sectors
National Post, February 14, 2005
Dean Orrico   Advisor.ca - Advisor Forum
October 22, 2004
Dean Orrico
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