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Celebrating the company’s 5th Anniversary, Yorkville Asset Management wanted to recognize the contribution of its clients in Ottawa. An important market for the company, several Yorkville’s loyal charitable foundation clients call Ottawa their home base.
The prestigious E18hteen Restaurant, located in the Byward Market in downtown Ottawa, created a spectacular pairing menu to be accompanied by fine wines selected from Bordeaux, Burgundy and Champagne. Guests heard Hussein Amad, Yorkville’s CEO, address market conditions and were treated to an exquisite violin performance.
Prominent local members of Yorkville’s Business Advisory Group such as Gary Seveny, Jeffrey Dale and Stephen McDermott were happy to share their thoughts on Yorkville and discuss the charitable contributions the company has made locally. Since 2010 Yorkville's collective national charitable contributions and bursaries have exceeded $500,000.
Hosting its third annual Vintage Wine Tasting at Toronto'a Shangri-La Hotel, Yorkville again created an atmosphere for clients to share, connect and learn more about financial markets, and to celebrate its fifth anniversary. Offering a mid-year update on Yorkville’s Portfolios, CEO Hussein Amad was joined onstage by Fixed Income Portfolio Manager, Robert Featherby, and Investment Analyst, Jillian Wade, in a light-hearted and entertaining panel discussion.
Many special guests such as Dr. Lyle Oberg (past Minister of Finance, Alberta and member of Yorkville's Business Advisory Group) were in attendance, as Yorkville presented its latest approach to investing in healthcare opportunities. In addition to the stunning atmosphere provided by the Shangri-La Hotel, three expert wine hosts were onsite specifically to match food station selections with exclusive vintage wines and to offer food pairing advice. Featured wine included rare “grower-champagnes” and rare single vineyard Burgundy selections. This special evening featured several wines of which only a few cases were imported to Canada.
Yorkville sponsored and attended for the fourth year in a row the West Lincoln Memorial Hospital (WLMH) Foundation's National Philanthropy Day Celebration which took place on Thursday November 12 at the Casablanca Winery Inn in Grimsby, ON. With over 100 guests in attendance the Hospital and Foundation were honoured to pay tribute to the community philanthropists supporting WLMH.
Yorkville also provided the keynote speaker for the evening, Ms. Hélène Campbell. At only 24 years of age, she is a double lung transplant recipient and told the audience her ‘lung story’ and her appreciation and deep gratitude for donors … organ donors but also donors who enable medical research, advanced equipment and technology, and the many tools needed by a healthcare team to save a life such as hers.
To read more about the foundation and ways to donate, please visit http://www.wlmhfoundation.ca/ee/
To read more about Hélène's incredible story and her cause, please visit https://www.facebook.com/alungstory/
And finally, to learn more about how you can register as an organ donor, please visit https://beadonor.ca/
Yorkville's Global Opportunity Class mutual fund was raised to a 5-star rating by the prestigious fund analytics firm Morningstar Inc.
For more details and to read the press release in full click below:
Global Opportunities Class Fund Earns 5-star Morningstar Rating
2024-12-31 - Summary of Investments
2024-09-30 - Interim Management Report of Fund Performance
2024-09-30 - Financial Statements
2024-06-30 - Summary of Investments
2024-06-01 - Simplified Prospectus
2024-03-31 - Financial Statements
2024-03-31 - Annual Management Report of Fund Performance
2023-12-31 - Summary of Investments
2023-09-30 - Interim Management Report of Fund Performance
2023-09-30 - Financial Statements
2023-06-30 - Summary of Investments
2023-06-01 - Annual Management Report of Fund Performance
2023-06-01 - Financial Statements
2023-06-01 - Simplified Prospectus
2023-05-09 - IRC Report to Securityholders (2023)
2022-12-30 - Summary of Investments
2022-09-30 - Interim Management Report of Fund Performance
2022-10-01 - IRC Report to Securityholders (2022)
2022-10-01 - IRC Report to Securityholders (2021)
2022-10-01 - IRC Report to Securityholders (2020)
2022-10-01 - IRC Report to Securityholders (2019)
2022-10-01 - IRC Report to Securityholders (2018)
2022-06-30 - Summary of Investments
2022-06-01 - Simplified Prospectus
2022-03-31 - Financial Statements
2022-03-31 - Annual Management Report of Fund Performance
2021-12-31 - Summary of Investments
2021-09-30 - Interim Management Report of Fund Performance
2021-09-30 - Financial Statements
2021-06-30 - Summary of Investments
2021-06-01 - Simplified Prospectus
2021-06-01 - Annual Information Form
2021-03-31 - Financial Statements
2021-03-31 - Annual Management Report of Fund Performance
2020-12-31 - Summary of Investments
2020-09-30 - Financial Statements
2020-09-30 - Interim Management Report of Fund Performance
2020-06-30 - Summary of Investments
2020-05-25 - Simplified Prospectus
2020-05-25 - Annual Information Form
2020-03-31 - Financial Statements
2020-03-31 - Annual Management Report of Fund Performance
2019-12-31 - Summary of Investments
2019-09-30 - Financial Statements
2019-09-30 - Interim Management Report of Fund Performance
2019-09-30 - Summary of Investments
2019-06-30 - Summary of Investments
2019-05-14 - Simplified Prospectus
2019-05-14 - Annual Information Form
2019-03-31 - Financial Statements
2019-03-31 - Annual Management Report of Fund Performance
2018-12-31 - Summary of Investments
2018-09-30 - Interim Management Report of Fund Performance
2018-09-30 - Financial Statements
2018-09-28 - Summary of Investments
2018-06-29 - Summary of Investments
2018-05-15 - Simplified Prospectus
2018-05-15 - Annual Information Form
2018-05-15 - Material Change Report
2018-03-31 - Financial Statements
2018-03-31 - Annual Management Report of Fund Performance
2017-12-29 - Summary of Investments
2017-09-30 - Interim Management Report of Fund Performance
2017-09-30 - Financial Statements
2017-06-30 - Summary of Investments
2017-05-12 - Simplified Prospectus
2017-05-12 - Annual Information Form
2017-03-31 - IRC Report to Securityholders
2017-03-31 - Financial Statements
2017-03-31 - Annual Management Report of Fund Performance
2016-12-30 - Summary of Investments
2016-09-30 - Financial Statements
2016-09-30 - Interim Management Report of Fund Performance
2016-06-30 - Summary of Investments
2016-05-13 - Simplified Prospectus
2016-05-13 - Annual Information Form
2016-03-31 - IRC Report to Securityholders
2016-03-31 - Annual Management Report of Fund Performance
2016-03-31 - Financial Statements
2016-03-24 - Yorkville Funds - Budget Proposal Material Change Report
2024-12-31 - Summary of Investments
2024-09-30 - Interim Management Report of Fund Performance
2024-09-30 - Financial Statements
2024-06-30 - Summary of Investments
2024-06-01 - Simplified Prospectus
2024-03-31 - Financial Statements
2024-03-31 - Annual Management Report of Fund Performance
2023-12-31 - Summary of Investments
2023-09-30 - Interim Management Report of Fund Performance
2023-09-30 - Financial Statements
2023-06-30 - Summary of Investments
2023-06-01 - Annual Management Report of Fund Performance
2023-06-01 - Financial Statements
2023-06-01 - Simplified Prospectus
2023-05-09 - IRC Report to Securityholders (2023)
2022-12-30 - Summary of Investments
2022-09-30 - Interim Management Report of Fund Performance
2022-10-01 - IRC Report to Securityholders
2022-06-30 - Summary of Investments
2022-06-01 - Simplified Prospectus
2022-03-31 - Financial Statements
2022-03-31 - Annual Management Report of Fund Performance
2021-12-31 - Summary of Investments
2021-09-30 - Interim Management Report of Fund Performance
2021-09-30 - Financial Statements
2021-06-30 - Summary of Investments
2021-06-01 - Simplified Prospectus
2021-06-01 - Annual Information Form
2021-03-31 - Financial Statements
2021-03-31 - Annual Management Report of Fund Performance
2020-12-31 - Summary of Investments
2020-09-30 - Financial Statements
2020-09-30 - Interim Management Report of Fund Performance
2020-06-30 - Summary of Investments
2020-05-25 - Simplified Prospectus
2020-05-25 - Annual Information Form
2020-03-31 - Financial Statements
2020-03-31 - Annual Management Report of Fund Performance
2019-12-31 - Summary of Investments
2019-09-30 - Financial Statements
2019-09-30 - Interim Management Report of Fund Performance
2019-09-30 - Summary of Investments
2019-06-30 - Summary of Investments
2019-05-14 - Simplified Prospectus
2019-05-14 - Annual Information Form
2019-03-31 - Financial Statements
2019-03-31 - Annual Management Report of Fund Performance
2018-12-31 - Summary of Investments
2018-09-30 - Interim Management Report of Fund Performance
2018-09-30 - Financial Statements
2018-09-28 - Summary of Investments
2018-06-29 - Summary of Investments
2018-05-15 - Simplified Prospectus
2018-05-15 - Annual Information Form
2018-05-15 - Material Change Report
2018-03-31 - Financial Statements
2018-03-31 - Annual Management Report of Fund Performance
2017-12-29 - Summary of Investments
2017-09-30 - Interim Management Report of Fund Performance
2017-09-30 - Financial Statements
2017-06-30 - Summary of Investments
2017-05-12 - Simplified Prospectus
2017-05-12 - Annual Information Form
2017-03-31 - IRC Report to Securityholders
2017-03-31 - Financial Statements
2017-03-31 - Annual Management Report of Fund Performance
2016-12-30 - Summary of Investments
2016-09-30 - Financial Statements
2016-09-30 - Interim Management Report of Fund Performance
2016-06-30 - Summary of Investments
2016-05-13 - Simplified Prospectus
2016-03-31 - Annual Management Report of Fund Performance
2016-03-31 - IRC Report to Securityholders
2016-05-13 - Annual Information Form
2016-03-31 - Financial Statements
2016-03-24 - Yorkville Funds - Budget Proposal Material Change Report
2024-12-31 - Summary of Investments
2024-09-30 - Interim Management Report of Fund Performance
2024-09-30 - Financial Statements
2024-06-30 - Summary of Investments
2024-06-01 - Simplified Prospectus
2024-03-31 - Financial Statements
2024-03-31 - Annual Management Report of Fund Performance
2023-12-31 - Summary of Investments
2023-09-30 - Interim Management Report of Fund Performance
2023-09-30 - Financial Statements
2023-06-30 - Summary of Investments
2023-06-01 - Annual Management Report of Fund Performance
2023-06-01 - Financial Statements
2023-06-01 - Simplified Prospectus
2023-05-09 - IRC Report to Securityholders (2023)
2022-12-30 - Summary of Investments
2022-09-30 - Interim Management Report of Fund Performance
2022-10-01 - IRC Report to Securityholders (2022)
2022-10-01 - IRC Report to Securityholders (2021)
2022-10-01 - IRC Report to Securityholders (2020)
2022-10-01 - IRC Report to Securityholders (2019)
2022-10-01 - IRC Report to Securityholders (2018)
2022-06-30 - Summary of Investments
2022-06-01 - Simplified Prospectus
2022-03-31 - Financial Statements
2022-03-31 - Annual Management Report of Fund Performance
2021-12-31 - Summary of Investments
2021-09-30 - Interim Management Report of Fund Performance
2021-09-30 - Financial Statements
2021-06-30 - Summary of Investments
2021-06-01 - Simplified Prospectus
2021-06-01 - Annual Information Form
2021-03-31 - Financial Statements
2021-03-31 - Annual Management Report of Fund Performance
2020-12-31 - Summary of Investments
2020-09-30 - Financial Statements
2020-09-30 - Interim Management Report of Fund Performance
2020-06-30 - Summary of Investments
2020-05-25 - Simplified Prospectus
2020-05-25 - Annual Information Form
2020-03-31 - Financial Statements
2020-03-31 - Annual Management Report of Fund Performance
2019-12-31 - Summary of Investments
2019-09-30 - Financial Statements
2019-09-30 - Interim Management Report of Fund Performance
2019-09-30 - Summary of Investments
2019-06-30 - Summary of Investments
2019-05-14 - Simplified Prospectus
2019-05-14 - Annual Information Form
2019-03-31 - Financial Statements
2019-03-31 - Annual Management Report of Fund Performance
2018-12-31 - Summary of Investments
2018-09-30 - Interim Management Report of Fund Performance
2018-09-30 - Financial Statements
2018-09-28 - Summary of Investments
2018-06-29 - Summary of Investments
2018-05-15 - Simplified Prospectus
2018-05-15 - Annual Information Form
2018-05-15 - Material Change Report
2018-03-31 - Financial Statements
2018-03-31 - Annual Management Report of Fund Performance
2017-12-29 - Summary of Investments
2017-09-30 - Interim Management Report of Fund Performance
2017-09-30 - Financial Statements
2017-06-30 - Summary of Investments
2017-05-12 - Simplified Prospectus
2017-05-12 - Annual Information Form
2017-03-31 - IRC Report to Securityholders
2017-03-31 - Financial Statements
2017-03-31 - Annual Management Report of Fund Performance
2016-12-30 - Summary of Investments
2016-09-30 - Financial Statements
2016-09-30 - Interim Management Report of Fund Performance
2016-06-30 - Summary of Investment Portfolio
2016-05-13 - Simplified Prospectus
2016-03-31 - IRC Report to Securityholders
2016-05-13 - Annual Information Form
2016-05-31 - Annual Management Report of Fund Performance
2016-03-31 - Financial Statements
2016-03-24 - Yorkville Funds - Budget Proposal Material Change Report
A physician by profession, Oberg was first elected to the Legislative Assembly of Alberta as an Progressive Conservative in 1993. He was first appointed to the Alberta Cabinet in 1997 and served numerous posts. Over the next two years, he oversaw the move of children’s services and services for persons with developmental disabilities to community-based delivery. He launched a western Canadian initiative to address Fetal Alcohol Syndrome and implemented an interprovincial strategy to share resources and develop new and better approaches for addressing FAS. In May 1999, Dr. Oberg was appointed Minister of Learning, a post he held until November 2004. He began the second language initiative in Alberta schools to give students an edge in the world marketplace and initiated the development of the daily physical activity program to improve the health of Alberta students. In 2006, Lyle Oberg was named Minister of Finance in Premier Ed Stelmach's cabinet. Oberg opened C2DNA in Edmonton, the first private DNA testing facility in Canada. He founded the lab with his brother and other investors.
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