Middlefield Funds
 
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FE:MID600 | LL:MID649 | DSC:MID650
F Series:MID601
Provides a stable level of income and provides investors with exposure
to the global and Canadian real estate sectors
 
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The Fund’s objectives are to provide a stable level of income and maximize long-term total return.
 
The Fund invests primarily in equities, including real estate investment trusts and common stocks, as well as equity-related and fixed income securities of issuers operating in the real estate sector.
 
The Fund is authorized to issue series of shares designated as Series A and Series F class.
 
FUND CODES: FE:MID600 | LL:MID649
DSC:MID650 | F Series:MID601
INCEPTION DATE: June 9, 2011
ELIGIBILITY: RRSPs, RRIFs, DPSPs, RESPs and TFSAs
SIMPLIFIED PROSPECTUS:
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VIEW PROXY VOTING RECORD      
     
Lead Portfolio Managers   In the Spotlight
     
Dean
Dean Orrico
President and Chief Investment Officer
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Moffat
Robert Moffat
Director, Investments and Portfolio Manager
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Middlefield Market Commentary
Globe & Mail: Real Estate Fund Managers Share Their Investing Strategies
Globe & Mail: Dean Orrico - REITs that can deliver when interest rates begin to rise
Globe & Mail: With limitations of remote work becoming more evident, REITs will be among biggest beneficiaries
Real Estate Update - Canada
Why Blackstone and other private equity giants are gobbling up warehouses
The Wall Street Journal: Stock-Market Titans Amazon, Google and Facebook Are Also Driving Commercial Real Estate
Globe and Mail: Industrial real estate becomes a COVID-era investment darling
Financial Post: Right now, it's big tech's world and everyone else is paying rent
The Wall Street Journal: Warehouses Serve as a Pandemic Haven for Property Investors
Investment Executive: Diversification, Risk Management and Private Equity in Real Assets
Globe and Mail: Dean Orrico, Where to invest in 2020? Three investment firm CIOs share their strategies
Financial Times: Blackstone seals record $18.7bn private real estate deal
 
     
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