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DISCOVERY 2021 SHORT DURATION LP Initial Public Offering –

MIDDLEFIELD CANADIAN INCOME TRUST: Pays 5% dividend

Investment trust Middlefield Canadian Income represents an unusual but attractive proposition for investors looking for a mix of income and capital return.  Although the £108million stock market-listed fund invests ten per cent of its assets in US equities, it is unique among North American funds in having a majority of its stakes in Canadian businesses.  It s an investment strategy that means the trust has missed out on the big gains to be made from holding some of the US s big technology shares. But it s kept many shareholders sweet by continuing to pay a robust dividend throughout the pandemic, equivalent to just below five per cent a year.  

How to play the great reopening: Look to small caps, Canada and away from U S , tech

The Globe and Mail Bookmark Please log in to listen to this story. Also available in French and Mandarin. Log In Create Free Account Getting audio file . This translation has been automatically generated and has not been verified for accuracy. Full Disclaimer The Great Reopening is in the works, and the smart money is getting ready. Economic readings increasingly portend a growth cycle unlike any other in modern history, once the pandemic finally releases its grip on the world. Forecasters and investors are madly revising their estimates, and repositioning portfolios, to keep up with the scope of the economic megaboom that is taking shape. Financial markets are seeing a wholesale rotation out of the stocks and sectors that benefitted from pandemic-fuelled lockdowns, and into those industries that have the most to gain from a burgeoning global economy.

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