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Indexplus Income Fund
812 Memorial Drive NW
Phone: (403) 269-2100p:403 269-2100 CALGARY, AB  T2N 3C8  Canada Fax: (403) 269-2911f:403 269-2911
This company is no longer actively traded on any major stock exchange.
Business Summary
Indexplus Income Fund is a Canada-based closed-end investment fund. The Fund's investment objectives are to provide unitholders with high levels of monthly distributions; to outperform the Standard & Poor's/Toronto Stock Exchange(S&P/TSX) Composite High Dividend Index (the Trust Index) on a total return basis over the life of the Fund, and return at least the original issue price of the Units to Unitholders upon termination of the Fund. It invests in a portfolio of high yielding equities, between 50% to 80% of which tracks the Trust Index. The remainder of the portfolio is managed to enhance returns and reduce the risks associated with indexing. It invests in sectors, including financials, real estate, pipelines, energy, telecommunication service, utilities, materials, industrials, consumer discretionary, consumer staples, and metals and mining. Middlefield Limited is the manager of the Fund. Guardian Capital LP and Middlefield Capital Corporation are the co-advisors to the Fund.

Scores and Ratings
FRISK®
Score		 Z''
Score		 PAYCE®
Score		 DBT
Index		 Moody's
Rating		 Fitch
Rating		 DBRS
Rating
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Financials, News and Filings
Latest
Statement		 Last
Audit
News		 SEC
Filings		 Bankruptcy
Filings		 Suit &
Judgment
Filings		 Tax
Lien
Filings
12/31/201612/31/2016Yes----

Industries
SIC Code Description
6726 Unit investment trusts, face-amount certificate offices

Officers and Directors

Title
Name
Age		 Title
Date		 Start
Date
Chairman of the Board, President of Middlefield Limited Robert F.Lauzon 1/1/2010
Chief Financial Officer, Senior Vice President, Director of Middlefield Limited Francisco Z.Ramirez 1/1/2010
Vice President, Secretary of Middlefield Limited Catherine E.Rebuldela 1/1/2010 1/1/2010
Vice President, Director of Middlefield Limited VinceGreco 1/1/2010 1/1/2010

Subsidiaries
Business Name Address City State/Province Country
Pathfinder Income Fund 812 Memorial Drive NW Calgary AB Canada

Business Names
Business Name
IDX.UN
Indexplus Income Fund
Indexplus Income Fund
Pathfinder Income Fund

General Information
Outstanding Shares: 8,321,173 (As of 4/20/2017)
Stock Exchange: TSE
Fax Number: (403) 269-2911


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Sunday, July 23, 2023