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SAGE Income Fund is Middlefield's second closed-end investment trust. Middlefield acts as Advisor to the Trust, responsible for asset mix and security selection. SAGE is invested in a diversified portfolio of income trusts and high yielding debt securities, with emphasis on Royalty Trusts. The objectives of SAGE are to provide unitholders with a high level of sustainable income distributed quarterly over the life of the Fund. Quarterly distributions paid by SAGE provide an attractive cash-on-cash yield and are highly tax efficient

Distribution Frequency Quarterly
Inception Date October 17, 1997
Termination Date October 26, 2007
Eligibility RRSPs, RRIFs, DPSPs and RESPs
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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