Investments and Funds
Yorkville Focused Growth Class
Fund Overview
This Fund seeks to provide investors with long term capital appreciation by investing primarily in a concentrated portfolio of equity securities of North American companies that offer compelling growth opportunities. This Fund aims to provide long-term capital growth by investing primarily in equity securities of growth companies with proven management, proprietary and strategic advantages, financial strength, earnings growth potential, and favourable valuation levels. The Fund intends to invest in a concentrated portfolio of between 15-20 issuers.
Who is this fund for?
Investors who:
- seek long-term capital appreciation;
- are looking for exposure to growth companies in North America;
- have a long term investment horizon (5 – 7 years);
- and are looking for medium to high investment risk.
The risk compass (if included on this page) uses methodology recommended by the Fund Risk Classification Task Force of the Investment Funds Institute of Canada. The Task Force prescribes risk assessment based on historical volatility risk as measured by the standard deviation of fund performance. The Task Force also acknowledges that other types of measurable and non-measurable risk may exist. The Task Force reminds investors that historical performance may not be indicative of future returns and a fund's historical volatility may not be indicative of future volatility.
Yorkville Mutual Fund Corporation is managed by Yorkville Asset Management Inc. and available through authorized dealers. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. The Yorkville logo and other trade-marks are property of Yorkville Asset Management Inc.
The indicated rates of return are the historical annual compounded total return including changes in security value and reinvestment of all distributions or dividends (as applicable) and are reported net of management fees and operating expenses. The rates of returns do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. The rates of return are used only to illustrate the effects of the compound growth rate and are not intended to reflect future values or returns on investment in a fund. Funds are not guaranteed, their values change frequently and past performance may not be repeated.
The information contained herein is not an offer to sell nor a solicitation to buy any security. Such an offer can only be made by prospectus or other applicable offering document.