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

INDEXPLUS Income Fund invests in a diversified portfolio of equity income securities, 50% to 80% of which tracks the S&P/TSX Composite High Dividend Index. The remainder of the portfolio is actively managed to enhance returns and reduce the risks associated with indexing, while maintaining low-cost exposure to the underlying equity income market.

The S&P/TSX Composite High Dividend Index is a strategy index consisting of 50 to 75 stocks selected from the S&P/TSX Composite Index focusing on dividend income. The index is market-capitalization weighted, with stocks capped at 5% and each sector capped at 30%. The index rebalances quarterly on the same schedule as the S&P/TSX Composite Index.

Distribution Frequency Monthly
Inception Date August 15, 2003
Eligibility RRSPs, RRIFs, DPSPs, RESPs and TFSAs
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The New Symbol of Success
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
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Middlefield Market Commentary 
Wealth Professional: Dean Orrico, Why Middlefield Capital is relishing return of volatility 
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 
Top Ten Holdings  (as at March 31, 2017)
1. Bank of Montreal
2. Bank of Nova Scotia
3. Freehold Royalties Ltd.
4. Gibson Energy Inc.
6. National Bank of Canada
7. Pembina Pipeline Corporation
8. Royal Bank of Canada
9. TransCanada Corporation
10. Vermilion Energy Inc.
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