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Client Work

Middlefield Group completes INDEXPLUS Income Fund and INDEXPLUS Dividend Fund merger

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Confidential Clients

On December 19, 2012, Middlefield Group announced the completion of the merger of INDEXPLUS Income Fund ("IDX") and INDEXPLUS Dividend Fund ("IDF"). Pursuant to the merger, unitholders of IDF received units of IDX based on an exchange ratio reflecting the relative net asset values of IDX and IDF. Following completion of the merger, the total assets of IDX were approximately $200 million. INDEXPLUS Income Fund and INDEXPLUS Dividend Fund were advised by Fasken Martineau with a team led by Stephen Erlichman, John Sabetti, Daniel Fuke (Securities), and Mitchell Thaw (Tax).



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