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TORONTO, Nov. 06, 2025 (GLOBE NEWSWIRE) — Middlefield is pleased to announce that it has been recognized as a LSEG Lipper Fund Awards Canada 2025 Winner for the exceptional performance of two of its core mutual fund strategies: Middlefield Real Estate Dividend Class and Middlefield U.S. Equity Dividend Class.
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Middlefield Real Estate Dividend Class Series F was awarded Best Real Estate Equity Fund over three and five years, while Middlefield U.S. Equity Dividend Class Series F received the Best U.S. Dividend & Equity Income Fund award over three years. These awards highlight the funds’ consistent ability to deliver superior, risk-adjusted performance relative to peers.
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The LSEG Lipper Fund Awards are recognized globally for identifying top-performing funds and investment firms based on independent research and rigorous methodology. With over five decades of fund data and proprietary analysis, LSEG Lipper serves as a trusted benchmark of excellence in the investment management industry.
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“We are honoured to receive this recognition from LSEG Lipper Fund Awards Canada. These awards underscore our longstanding and disciplined process as well as our ongoing commitment to delivering outstanding returns for investors,” said Dean Orrico, President and CEO of Middlefield. “Being recognized for our Real Estate Dividend and U.S. Equity Dividend funds highlights the depth and diversity of our investment expertise. Whether through high-quality, publicly-listed real estate or growth-oriented U.S. equities, our focus remains on generating reliable income and long-term capital growth for investors.”
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“The 2025 LSEG Lipper Fund Awards are recognizing perhaps the most dramatic three-year period that the markets have seen in decades,” said Otto Christian Kober, Head of Lipper Research at LSEG Data & Analytics. “We applaud the 2025 LSEG Lipper Fund Award winners such as Middlefield for delivering outperformance and the accompanying comfort of consistency to investors’ portfolios through a cross-current of global market disruptions.”
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About the Award-Winning Funds
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Middlefield Real Estate Dividend Class is designed to provide investors with stable monthly income and long-term capital appreciation by investing in a diversified portfolio of high-quality global real estate companies. Since its launch in 2011, the Fund has taken an active management approach, leveraging Middlefield’s real estate expertise to identify leading real estate businesses with growing cash flows and increasing dividends.
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Middlefield U.S. Equity Dividend Class is an actively managed, high conviction portfolio of leading U.S. companies that pay stable and growing dividends. Since its inception in 2014, the Fund has offered investors a combination of income and growth while tapping into opportunities in the world’s largest and most dynamic economy.
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For any questions or media requests, please contact Cassandra Coleman at [email protected].
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About Middlefield
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Founded in 1979, Middlefield is a Toronto-based asset manager specializing in innovative investment solutions. Over the past 45 years, we have developed a disciplined investment process across six core equity income mandates: Real Estate, Healthcare, Innovation, Infrastructure, Energy, and Diversified Income. We focus on high-quality companies with strong cash flow and dividend growth potential.
Our investment solutions include award-winning ETFs and Mutual Funds, designed to meet the needs of advisors, institutional investors, and individual investors. Backed by a dedicated team, we strive to deliver superior returns through expertise and disciplined portfolio management.
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