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Holland Capital Featured Funds: Innovation, Energy, and Real Estate
Explore four distinct investment products from Holland Capital (via Middlefield) designed for varied investor goals, from exposure to Global Innovation Growth to focused Canadian Energy and Diversified Real Estate Income.
An actively managed ETF focusing on global dividend-paying companies engaged in the commercialization of technological products or services, such as AI, Cloud Computing, and E-commerce.
Key Features
Ticker: MINN. Distributions: $0.033 monthly. Risk: Medium to High. Provides a blend of global growth and consistent income from innovation leaders.
A mutual fund structure with the same high-conviction, global innovation strategy as the ETF. Major exposure to the U.S. (76.70%) market. Distributions are monthly.
Key Features
Fund Code (F Series): MID926. Distributions: $0.02 monthly. Management Fee (F Series): 1.00%. Risk: Medium. Tax-efficient vehicle for long-term growth.
A Split Share Fund focused entirely on Enbridge Inc., offering a choice between Class A (growth/monthly income) and Preferred Shares (priority quarterly income).
Key Features
Fund is 100% Canadian Pipelines. Class A pays $0.13 monthly. Preferred Shares target 7.0% yield on issue price. Leveraged exposure to a single stock.
A Split Share Fund investing in a diversified, actively managed portfolio of Real Estate Issuers across multi-family, industrial, retail, and healthcare sectors.
Key Features
Class A Shares target 8.0% annual yield on issue price ($0.13 monthly). Preferred Shares pay a quarterly distribution of $0.1313. Exposure is 86.80% Canadian Real Estate.
Strategy Comparison Summary
| Metric | Innovation Dividend ETF (MINN) | Innovation Dividend Class (MID926) | E Split Corp. (Energy) | Real Estate Split Corp. |
|---|---|---|---|---|
| Investment Vehicle | Exchange Traded Fund (ETF) | Mutual Fund (F Series) | Split Share Fund (Exchange Traded) | Split Share Fund (Exchange Traded) |
| Core Strategy | Global Dividend-Paying Innovation Leaders | Global Dividend-Paying Innovation Leaders | Single-Stock Exposure to Enbridge Inc. | Diversified Portfolio of Real Estate Issuers |
| Primary Focus Sectors | Technology, Communication Services (AI, Software, E-commerce) | Technology, Communication Services (AI, Software, E-commerce) | Pipelines (100%) | Real Estate (94.20%) across multi-family, industrial, retail, etc. |
| Primary Geographic Focus | U.S. (76.70%), International | U.S. (76.70%), International | Canada (100%) | Canada (86.80%), U.S. (13.20%) |
| Distribution Frequency & Target | Monthly ($0.033/unit) | Monthly ($0.02/unit) | Class A: Monthly ($0.13/unit); Preferred: Quarterly | Class A: Monthly ($0.13/unit); Preferred: Quarterly ($0.1313/unit) |
General Investment FAQs
- What are the key benefits of an Innovation-focused fund?
- How do the two Split Share Funds differ?
- Why are these funds considered "Dividend" strategies?
