2025-03-31 - Financial Statements
2025-06-01 - Simplified Prospectus
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
2016-03-31 - 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
2025-03-31 - Financial Statements
2025-06-01 - Simplified Prospectus
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
2016-03-31 - 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
Yorkville Asset Management Inc. has added two new equity products to its investment solution suite. The Yorkville Canadian QVR Enhanced Protection Class and Yorkville American QVR Enhanced Protection Class expand Yorkville’s core mutual fund offerings to include geographically specific equity exposure for its clients.
For more deatils, and to read this press release in full please click below:
Enhance your portfolio with Yorkville’s two new equity solutions
Yorkville’s 2nd Annual Golf Invitational
Yorkville prides itself on providing an exceptional customer experience to all of its clients. We like to think of every client as an extended part of the Yorkville family. All the events we host are planned with the purpose of ensuring all our clients are given the opportunity to get to know the individuals within the firm who are part of the day-to-day management of their portfolios.
This summer, one such event took the form of our 2nd Annual Golf Invitational at Magna Golf Club in Aurora on August 5, 2014. As Magna is a famed golf and social club usually reserved exclusively for members, invitations were extended as a gesture of appreciation to those select individuals in our community who have been clients and supporters of Yorkville and its staff through its growth over the past four years.
Magna offers a 7300 yard course that has been played by some of the world’s most revered players including Tiger Woods, Sergio Garcia and Mike Weir. Yorkville staff, clients and close friends were treated to a full round of golf, personal caddy per foursome and a fantastic dinner in the course’s European-style club house. Regardless of skill level, to play the course was an experience for experienced and novice golfers alike. Thank you again for all those who joined us; without your unwavering support Yorkville would not be the fast growing company it is now.
Yorkville goes Tuscan at its 2nd Annual Wine Tasting
After the success of last year’s summer wine event, Yorkville hosted its 2nd annual wine tasting at the Shangri-La Hotel on September 11, 2014. Located in downtown Toronto in the midst of the Toronto International Film Festival, the event brought together over 120 of Yorkville’s clients and friends for a tutored wine tasting featuring wines from the esteemed Antinori Winery in Tuscany.
The tasting was led by the head of exports for Antinori, Mr. Niccolo Maltinti, and introduced guests to some of the most sought after Italian wines, including the Tiganello and a rare sparkling rose wine; this rose was so limited that only eight bottles were available in Canada at the time.
Guests were also treated to musical entertainment courtesy of Bellosound and violin soloist Sarah Davidson Gurney. Yorkville President Hussein Amad also made a brief presentation on the challenges faced in the markets in the first half of 2014, as well as what the company hopes to achieve as we embark on the close of summer and enter the fourth quarter of 2014.
Thank you to all those who joined and made it such a special and successful event; we hope to see you all next year as we venture into yet another wine country. Perhaps Spain next?
Yorkville Sponsors Drinks on the Links Golf Classic
On Wednesday, June 25th, Yorkville sponsored West Lincoln Memorial Hospital Foundation's Annual Drinks on the Links Golf Classic. Yorkville's sponsorship included Tournament Sponsor, Drinks on the Links Sponsor, and also having the very enjoyable task of manning a wine and cheese table at one of the holes.
The West Lincoln Memorial Hospital Foundation operates exclusively as a non-profit, charitable foundation, raising funds to support the hospital’s medical programs and health services. Their goal is to enable West Lincoln Memorial Hospital to provide quality healthcare services to the 65,000 residents of west Niagara and to meet west Niagara’s changing health care needs now and in the future.
For more information on this foundation and ways to donate, please visit http://www.wlmhfoundation.ca/ee/.
YAM News - March 2014
The March 2014 Newsletter is now available. Enclosed within you will find an interview with Yorkville President & CEO Hussein Amad as he discusses the power of word-of-mouth and strong client relationships in the business development of a boutique. Also discussed is Yorkville's new product development in the upcoming 2014 Calendar year.
A bed of roses: Yorkville’s first annual Ottawa Investment Forecast at the Museum of Nature
This February 26, 2014 marked Yorkville’s first annual Ottawa Investment Forecast, held at the renowned Museum of Nature. Yorkville has been busy working diligently to build a reputation for investment and client service excellence in the Ottawa community since the opening of our office there in 2012.
The evening was a testament to the incredible strides we have made in the area, and to the extraordinary calibre of clients and friends we are fortunate enough to have attracted. Individuals in the room included team members of such invaluable organizations as United Way Ottawa and Algonquin College of Applied Arts and Technology and Queensway Carleton Hospital Foundation.
The night included presentations President & CEO Hussein Amad, Deputy Chief Investment Strategist Raphael Aronowicz and Southbridge Capital Inc’s President Mike Petersen. These discussions covered our overarching investment goals in 2014 and addressed specifically four investment themes Yorkville is positioning to take advantage of:
1. US Banks
2. The US Consumer
3. Luxury Goods
4. Health Care
For a more in-depth review of the core investment themes covered in Yorkville’s 2014 Investment Forecast, please click below to read Yorkville’s March 2014 Perspective by Raphael Aronowicz.
Yorkville celebrates its fourth annual Toronto Investment Forecast at the Gardiner Museum
On February 6, 2014, over 120 influential members of the Ontario community including clients, friends and family of Yorkville gathered at the Gardiner Museum on Queens Park for Yorkville’s fourth annual Investment Forecast.
With a menu designed by the well-known Chef Jamie Kennedy, the evening was one with superior food, libations and live entertainment accompanied by a presentation of Yorkville’s core investment strategies by our portfolio management team. These included discussions by President & CEO Hussein Amad, Deputy Chief Investment Strategist Raphael Aronowicz and Southbridge Capital Inc’s President Mike Petersen. The evening included a market review of 2013 and an insightful examination of Yorkville’s investment focus and plans as we proceed into 2014.
For a more in-depth review of the core investment themes covered in Yorkville’s 2014 Investment Forecast, please click below to read the most recent issue of Yorkville Perspective, by Raphael Aronowicz.
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Yorkville the title sponsor for Toronto Rehab Foundation’s On Track to Cardiac Recovery
On Saturday February 22, 2014, Yorkville’s staff, friends and family arrived at Toronto Rehab’s Rumsey Centre in Toronto to sponsor the Foundation’s 11th Annual On Track to Cardiac Recovery walk.
With a welcoming atmosphere and host of activities for children, including face painting and a magician, the event was truly a family affair. Almost $150,000 was raised to contribute to funding Canada’s first Cardiac College– An educational curriculum for those living with Heart Disease at Toronto Rehab’s Cardiovascular Prevention and Rehabilitation Program.
Toronto Rehab Foundation’s aim is to raise funds to support research and inter-professional education for adult rehabilitation in the Canadian Community. For more information on the foundation and how you can support, please visit their website.
Yorkville the VIP Reception Sponsor for Laugh Out Loud
On Saturday, February 8, 2014 Yorkville joined almost 1000 other supporters for Trillium Health Partners Foundation’s Laugh Out Loud Comedy Gala at the International Centre inMississauga.
Yorkville, the proud supporter of numerous organizations across Ontario, committed in July 2013 to becoming the VIP Reception Sponsor for Trillium’s Laugh out Loud event for the next three years, ending 2016.
Yorkville staff, clients and friends gathered for a night of laughter and music, emceed by “Mr. D” star and comedian Gerry Dee, and headlined by the notable Martin Short.
Thanks to the support of many, the event was a tremendous success, raising almost $2.9 million for the Emergency and Urgent Care Program at Trillium Health Partners.
For photos of the evening and for more information on Trillium Health Partners Foundation and the work they are doing to improve health care in Mississauga and the surrounding area, please click here.
For more details on Yorkville’s commitment to Trillium and for commentary by Yorkville President CEO Hussein Amad on Yorkville’s dedication to charitable giving, please see the 2013 announcement here.
Hussein Amad and Yorkville Featured in the Canadian Business Journal
Hussein Amad and Yorkville Asset Management is featured in February's issue of Canadian Business Journal. To see the article, please click here.
Yorkville Asset Management Inc. solidifies its support of the Credit Valley Hospital Foundation
Yorkville Asset Management Inc., a proud supporter of numerous organizations across Ontario, formalized its support of Trillium Health Partners Foundation (formerly The Credit Valley Hospital Foundation and Trillium Health Centre Foundation) this week. Over the next three years, Yorkville has committed to becoming the VIP reception sponsor at Credit Valley Hospital Foundation’s five-star Laugh out Loud event, ending 2016.
For more information, and to view this announcement in full, please click below:
Yorkville Asset Management Inc. solidifies its support of the Credit Valley Hospital Foundation
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