Yorkville Asset Management

Morneau Shepell: Performance Universe of Pension Managers Pooled Funds

Morneau Shepell is a very well-respected survey that ranks investment funds quarterly. Yorkville ranked very highly in Q1 with the following funds:

 

  • Yorkville Global Opportunities Class ranked #1 in the Diversified Funds category
  • Yorkville Optimal Return Bond Class ranked #1 in the Canadian Bonds category
  • Yorkville Optimal Return Bond Class ranked #1 in the Canadian Bonds Universe Mandate category (Across all time periods)
  • Yorkville Enhanced Protection Class ranked #1 in the Canadian Equity category
  • Yorkville Canadian QVR Enhanced Protection Class ranked #2 in the Canadian Equity category (only after the Enhanced!)
  • Yorkville International QVR Enhanced Protection Class ranked in the top quartile of all funds in the International Equity category.

 

Click here to read the full survey.