Yorkville Introduces EAFE QVR Enhanced Protection Equity Class
Yorkville Asset Management is pleased to announce the launch of the EAFE QVR Enhanced Protection Equity Class - a new fund designed to provide investors access to select investment opportunities in Europe, Australia, Asia and the Far East. Yorkville, a pioneer in utilizing Quality, Value and Risk metrics in its investment approach strongly advocates that Canadian investors consider prudently diversifying into these markets. Utilizing a value investment approach, the Fund is well positioned to immediately build upon the opportunities the Manager sees in these markets.
“International (EAFE) equities are great diversifiers for balanced mandates and for those seeking exposure to Europe, and developed Asian economies, like Singapore, Hong Kong and Japan. They represent 30% of the world large cap market and have historically outperformed Canadian equities.” Hussein Amad President and CEO of Yorkville Asset Management.
In addition to Mr. Amad, acting as the Fund’s lead Portfolio Manager, Yorkville has brought onboard additional talent with Polina Markova joining as Associate Portfolio Manager. Ms. Markova holds an Honours Bachelor of Administrative Studies degree from York University and is a CFA charterholder. She previously worked at a boutique investment firm, managing investments and constructing portfolios for high-net-worth individuals.
The Fund is available dealers as both an A and F Series
|
Series |
Fund Code |
Initial Investment |
Additional Investments |
PAC Plans |
|
Front End Load - Series A |
YAM700 |
$1,000 |
$100 |
$100 |
|
Deferred Sales Charge (DSC) – Series A |
YAM705 |
$1,000 |
$100 |
$100 |
|
Low Load (LL) – Series A |
YAM710 |
$1,000 |
$100 |
$100 |
|
F – Series |
YAM715 |
$1,000 |
$100 |
n/a |
For additional information please contact Polina Markova at 416-504-0411 or visit www.yorkvilleasset.com for additional information and regulatory documents.
Yorkville Fund Fact Sheets for CRM-2 Requirements
The Canadian Securities Administrators have implemented amendments to mutual fund prospectus disclosure rules for pre-sale delivery of Fund Facts. Under the amendments, the most recently filed Fund Facts will have to be delivered to a purchaser before a dealer accepts an instruction for purchase. This delivery requirement will apply to all initial purchases, including both full service accounts and order execution-only accounts.
Advisors can click the link here to access all Yorkville Fund Fact Sheets and print the appropriate documents as required.
Yorkville Asset Management joined almost 1,000 other supporters, on Saturday February 27th , as the VIP reception sponsor for the Trillium Health Partners Foundation’s annual Gala in Mississauga.
This is Yorkville’s 4th consecutive year sponsoring the foundation gala, dating back to 2013, when Yorkville became the VIP Reception Sponsor for Trillium’s Laugh Out Loud event. This year’s event was hosted by acclaimed hometown comedian Russell Peters and Jessica Holmes who managed to lead a successful night of laughter and music. The event raised almost $950,000 for the Mental Health Program at Trillium Health Partners. To date, the Laugh Out Loud event has raised over $7.5 million in support of Trillium Health Partners Foundation.
To find out more about Trillium Health Partners Foundation, the work they are doing to improve health care in Mississauga and the surrounding area, please visit trilliumgiving.ca
To see more photos of the evening please visit LOL Flickr gallery.
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.
Yorkville's Chief Investment Strategist, Hussein Amad, comments on the uneasy beginning to 2016 in his commentary titled 'Worst Week in Wall Street History'. Please click here to read his market update.
Yorkville's Deputy Chief Investment Strategist, Raphael Aronowicz, discusses the equity selloff in September and recent volatility in the markets. Please click here to read his report titled 'Volatility Monitor'.
Yorkville's Deputy Chief Investment Strategist, Raphael Aronowicz, expresses Yorkville's views on the markets, economy and our portfolios. Please click here to read his intriguing report.
Yorkville's Fixed Income Portfolio Manager, Robert Feathery, discusses if the Fed will ever raise rates and what comes after QE. Please click here to read his article titled 'Choppers!'.
More...
Yorkville's Fixed Income Portfolio Manager, Robert Featherby, discusses credit markets. Please click here to see his piece titles 'Cracks in the Ice'.
Yorkville's Fixed Income Portfolio Manager, Robert Featherby, gives his opinion on the ongoing debate regarding rate hikes. Please click here to see his piece titled 'December rate hikes back on... maybe'.
Celebrating Yorkville's 5th Anniversary in the Nation's Capital
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.
Celebrating Five Years at Yorkville's Third Annual Wine Tasting
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.
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