Middlefield Launches ETF Series for Income Plus and ActivEnergy Dividend Classes

Executive Summary

• Middlefield Limited launched two new exchange‑traded fund (ETF) series that replicate its Income Plus and ActivEnergy Dividend mutual funds, with units beginning to trade on the Toronto Stock Exchange today.
• The Income Plus ETF trades under ticker TSX:MIPC and the ActivEnergy Dividend ETF under TSX:MAEC, expanding Middlefield’s ETF platform and providing investors with liquid, transparent access to these long‑standing income strategies.
• Both ETFs retain the underlying funds’ investment mandates – a low‑to‑medium risk equity income focus for Income Plus and a high‑risk exposure to dividend‑paying energy companies for ActivEnergy – and aim to deliver ongoing monthly (Income Plus) or quarterly (ActivEnergy) distributions.

Key Details

• ETF Launch Dates: Trading commenced on 18 March 2026.
• Tickers & Risk Ratings:
• Income Plus ETF – TSX:MIPC, Low to Medium risk.
• ActivEnergy Dividend ETF – TSX:MAEC, High risk.
• Underlying Strategies:
• Income Plus Class – 25‑year equity income mandate with uninterrupted monthly distributions; high‑conviction, active management of companies delivering sustainable income.
• ActivEnergy Dividend Class – Actively managed exposure to dividend‑paying energy sector firms (production, services, infrastructure); positioned to benefit from long‑term global energy demand and geopolitical dynamics.
• President & CEO Quote: Dean Orrico stated the launch “further expands Middlefield’s ETF platform and reflects growing investor demand for flexible ways to access our investment strategies.”
• Product Offering Expansion: The new ETFs join existing Mutual Fund series (Series A & F) for each strategy, providing investors with both mutual fund and ETF options.
• Distribution Outlook: Forward‑looking statements note that future distributions will depend on portfolio composition, issuer dividend policies, market conditions, and fund borrowing levels.

Notable Quotes

“This launch further expands Middlefield’s ETF platform and reflects growing investor demand for flexible ways to access our investment strategies,” – Dean Orrico, President and CEO, Middlefield Limited.