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MIDDLEFIELD®
Mutual Fund Family  |
| Key Tax Advantages of Middlefield's Corporate Class
Funds |
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| Fund
codes: FE: MID325 / LL: MID327 / DSC: MID330 / F Series: MID326 |
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Invests in dividend-paying securities of global issuers that derive a
significant portion of their revenue or earnings from products or services
related to healthcare. |
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| Fund codes: FE: MID
435 / LL: MID 437 / DSC: MID 440 / F Series: MID 436 |
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| INDEXPLUS Income Fund invests in a diversified portfolio
of equity income securities of which a portion 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. |
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| Fund
codes: FE:MID 510 / LL:MID 519 / DSC:MID 520 / F Series:MID 501 |
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| Maximizes long-term total return by investing in a
diversified portfolio of companies that own, develop, maintain or are involved
in the global infrastructure sector. |
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| (formerly ActivEnergy
Income Fund) Fund codes: FE: MID
235 / LL: MID 237 / DSC: MID 240 / F Series: MID 236 |
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| Invests
in a diversified portfolio of dividend paying resource companies. |
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| Fund codes:
FE:MID 800 / LL:MID 849 / DSC:MID 850 / F Series:MID 801 |
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| Provides stable income and capital preservation through a
diversified portfolio of equity and fixed-income securities. |
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| Fund
codes: FE:MID 710 / LL:MID 719 / DSC:MID 720 / F Series:MID 701 |
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| Invests
primarily in dividend paying equity and fixed income securities of U.S.
issuers. |
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| Fund
codes: FE:MID 181 / LL:MID 183 / DSC:MID 186 / F Series:MID 182 |
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| Invests
primarily in dividend paying equity and fixed income securities of global
issuers. |
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| Fund
codes: FE:MID 600 / LL:MID 649 / DSC:MID 650 / F Series:MID 601 |
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| Provides a stable level of income and provides investors
with exposure to the global and Canadian real estate sectors. |
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| Fund codes: FE:MID 148 / LL:MID 449 / DSC:MID 450 / F
Series:MID 149 |
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| Invests
in Canadian equity income securities with high growth potential. |
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| (formerly
Middlefield Global Energy Class) Fund codes: FE:MID 125 / LL:MID 127 / DSC:MID 130 / F
Series:MID 126 |
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| Invests
in securities of issuers that operate in or have exposure to the sustainable
energy sector. |
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| Fund
codes: FE:MID 161 / LL:MID 163 / DSC:MID 166 / F Series:MID 162 |
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| Invests
in securities with high growth potential operating in the agricultural sector
and employs a value-oriented strategy. |
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| (formerly
Middlefield Short-Term Income Class) Fund codes: FE:MID 400 / LL:MID 424 / DSC:MID 425 |
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| Provides interest income, while capital preservation and
liquidity by investing in high quality fixed-income securities. |
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