Targeting high levels of stable income and capital growth,
this Trust invests in Canada’s highest quality, large capitalization
businesses. Middlefield Limited, the Trust’s investment manager, is a
private and independent firm located in Toronto, Canada.
Who
this Fund is for?
This
Trust is for long term investors seeking cash flow from a diversified portfolio
of stable, profitable businesses primarily domiciled in Canada
Reasons to Buy
Unique
Proven
Diversification
High Income
Stability
The
UK’s only listed Canadian equity fund focused on high income –
admitted to the FTSE UK All-Share Index in 2011
+14 year
track record of outperformance since inception, delivered by a private and
independent investment manager based in Toronto, Canada
UK
investors are underexposed to Canadian equities – Canada is one of the
largest investable economies in the developed world
Canadian
equities offer high yields compared to other developed markets and MCT has
consistently paid in excess of 5p per annum since 2017
Canada
is a member of the G7 and offers one of the most stable political and financial
systems in the world
What does this Fund invest in?
Larger capitalization Canadian and U.S. high yield
equities with a focus on companies that pay and grow dividends
Exposure to Key Canadian Themes &
Industries
Real Estate
Financials
Renewables
Canada’s real estate market is underpinned by
low-interest rates, a stable economy and a relatively low unemployment rate.
Immigration and a highly educated workforce support ongoing demand and growth
in foreign investment
One of the world’s most sophisticated and
well-capitalized banking systems. Canada’s banks consistently paid
dividends without cuts or suspensions through the Global Financial Crisis and
the COVID-19 pandemic
Canada is a global leader in the production and use of
energy from renewables. Canadian companies that focus on wind and solar are
benefiting from increasing demand for clean power from governments and
corporations
The
Manager
Middlefield is a specialty investment manager focused on
global equity income with over CAD$4 billion in total assets under management.
The firm has a strong client and partner-centric culture, having recently
celebrated 40 years as a private and independent investment manager.
Middlefield is also a member of Canada's Responsible Investment
Association
This financial promotion is meant only for
UK residents and was approved by Middlefield International Ltd, a firm
authorised and regulated by the Financial Conduct Authority.
In accordance with standard market
practices, Middlefield Limited has a risk management function which will
monitor Middlefield Canadian Income PCC's compliance with its risk profile. The
risk management function involves risk management systems as appropriate in
order to identify, measure, manage and monitor appropriately all risks relevant
to the Fund's investment strategy and to which it may be exposed.
It is important that you read the relevant
documentation before you invest in a MIDDLEFIELD® product to
ensure you understand the specific risks involved and to determine whether it
is a suitable product for you. Estimates of future returns or indications of
past performance on this site are for information purposes and should not be
construed as a guarantee of future performance. The value of investments and
income from them may fall as well as rise and investors may not get back the
full amount invested. Exchange rate changes may cause the value of underlying
investments to go down as well as up. The Fund may utilize gearing, which will
exaggerate market movements both down and up.
