Middlefield Canadian Income Trust | Middlefield Group (2024)

High Income Generated from Great Canadian Businesses

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Middlefield Canadian Income Trust | Middlefield Group (1)

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Fund Description

This fund invests in larger capitalization Canadian and U.S. high yield equities with a focus on companies that pay and grow dividends.

Reasons to Buy

Middlefield Canadian Income Trust | Middlefield Group (2)Unique

The UK’s only listed Canadian equity fund focused on high income – admitted to the FTSE UK All-Share Index in 2011.

Middlefield Canadian Income Trust | Middlefield Group (3)Proven

Outperformance since inception in 2006, delivered by a private and independent investment manager based in Toronto, Canada.

Middlefield Canadian Income Trust | Middlefield Group (4)Diversification

UK investors are underexposed to Canadian equities – Canada is one of the largest investable economies in the developed world.

Middlefield Canadian Income Trust | Middlefield Group (5)High Income

Canadian equities offer high yields compared to other developed markets and MCT has consistently paid in excess of 5p per annum since 2017.

Middlefield Canadian Income Trust | Middlefield Group (6)Stability

Canada is a member of the G7 and offers one of the most stable political and financial systems in the world.

Middlefield Canadian Income Trust | Middlefield Group (7)Governance

Independent Board of Directors re-elected by shareholders annually to protect their interests.

Middlefield Canadian Income Trust | Middlefield Group (8)

Middlefield Canadian Income Trust | Middlefield Group (9)

Exposure to Key Canadian Industries

Canadian companies are amongst the world leaders across the real estate, financial and energy & renewables sectors

Real Estate

Canada’s real estate market is underpinned by a stable economy and a relatively low unemployment rate. Immigration and a highly educated workforce support ongoing demand and growth in foreign investment.

Financials

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.

Energy & Renewables

Canada is a global leader in the production and use of energy from renewables, oil and natural gas. Canadian companies that focus on wind and solar are benefiting from the increasing demand for clean power from governments and corporations while Canadian oil and gas companies are benefiting from sustained demand and constrained supply of oil and natural gas.

Featured Press

Date Source Headline Type
01/23/24 Kepler Trust Intelligence Canada’s time to shine Featured Press
01/12/24 Citywire Middlefield Canadian lifts dividend in anticipation of big year Featured Press
01/08/24 Kepler Trust Intelligence Dividend hike emphasises Middlefield Canadian Income’s attraction Featured Press
12/13/23 Kepler Trust Intelligence On a roll Featured Press
11/10/23 Citywire Middlefield: New Asian deals to shield Canada from US falls Featured Press
11/09/23 Shares O Canada! Use this trust to play the country’s strong economic outlook Featured Press
11/04/23 Citywire Citywire Investment Trust Awards 2023 Featured Press
09/20/23 Kepler Trust Intelligence Results analysis: Middlefield Canadian Income Featured Press
08/22/23 Kepler Trust Intelligence MCT: Stable Income From An Overlooked Equity Market… Featured Press
07/23/23 The Mail on Sunday Trust channels 5% dividends from Canadian oil and banks Featured Press
02/24/23 IGTV The Russian War In Ukraine Has Changed The Markets Featured Press
02/16/23 Shares Buy Canadian Natural Resources: the best oil and gas firm you’ve never heard of Featured Press
01/19/23 Shares This Canada-focused trust has a lot to offer investors Featured Press
12/30/22 Kepler Trust Intelligence They’re coming to…Canada? Featured Press
04/06/22 Citywire Canada offers solutions to Europe’s energy problem, says bullish Middlefield Featured Press
04/21/22 Shares Discover the best and worst performing investment trusts so far in 2022 Featured Press
04/26/22 Master Investor The investment trust that is set to benefit from higher inflation and interest rates Featured Press
04/29/22 Kepler Trust Intelligence O Canada – April 2022 | Investor Featured Press
05/12/22 Kepler Trust Intelligence Middlefield Canadian Income – May 2022 | Investor Featured Press
07/04/22 Investment Week MCT – Middlefield Trust: Oil and gas companies have “unheard of” levels of cash Featured Press
09/16/22 Investec Research MCT (Buy) – Sector Exposure a Key Differentiating Feature Featured Press
11/09/22 Kepler Trust Intelligence Middlefield Canadian Income – November 2022 | Investor Featured Press
11/14/22 Citywire Middlefield Prospect of US “Gridlock” Good for Investors Featured Press

Ways to Invest

Middlefield Canadian Income Trust is available on most online trading platforms in the UK.

Learn More

Middlefield Canadian Income Trust | Middlefield Group (10)

Directors & Portfolio Managers

Michael Phair

Chairman of Middlefield Canadian Income Trust

Kate Anderson

Director of Middlefield Canadian Income Trust

Janine Fraser

Director of Middlefield Canadian Income Trust

Andrew Zychowski

Director of Middlefield Canadian Income Trust

Dean Orrico

Director of Middlefield Canadian Income Trust and Portfolio Manager

Robert Lauzon

Portfolio Manager of Middlefield Canadian Income Trust

Related Insights & Media

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UK Disclaimer

You are now entering Middlefield’s U.K. website. Middlefield International Limited (“MIL”) is a member of the Middlefield Group of companies and acts as the Investment Advisor to Middlefield Canadian Income PCC (the “Company”). MIL performs a variety of financial advisory services, including corporate finance and merchant banking. The breadth of its activities has resulted in an extensive client base of international institutions, corporations and high net worth individuals. The Company is a Jersey incorporated, protected cell company. The Company’s initial cell is Middlefield Canadian Income – GBP PC (the “Fund”) whose shares are traded on the London Stock Exchange’s main market. The Fund has been designed to invest in a broadly diversified, actively managed portfolio of Canadian and U.S. listed equity income securities.

Middlefield Canadian Income Trust | Middlefield Group (2024)
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