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/
Global Opportunities Class Fund Earns 5-star Morningstar Rating
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
Operational Review to March 31, 2023
Operational Review to December 31, 2022
Operational Review to September 30, 2022
Operational Review to September 30, 2022
Operational Review to June 30, 2022
Operational Review to March 31, 2022
Operational Review to December 31, 2021
Operational Review to September 30, 2021
Operational Review to June 30, 2021
Operational Review to March 31, 2021
Operational Review to December 31, 2020
Operational Review to September 30, 2020
Operational Review to June 30, 2020
Operational Review to March 31, 2020
Operational Review to December 31, 2019
Operational Review to September 30, 2019
Operational Review to June 28, 2019
Operational Review to March 29, 2019
Operational Review to December 31, 2018
Operational Review to September 28, 2018
Operational Review to June 30, 2018
Operational Review to March 31, 2018
Operational Review to December 31, 2017
Operational Review to September 30, 2017
Operational Review to June 30, 2017
Operational Review to March 31, 2017
Press Release Re. Acquisition of Provincial Long Term Care's Nursing Home & Retirement Portfolio
Operational Review to December 31, 2016
Operational Review to September 30, 2016
Operational Review to June 30, 2016
Operational Review to March 31, 2016
Operational Review to December 31, 2015
News Release - Southbridge Group of Companies Appoints New CEO
Operational Review to September 30 2015
Operational Review to June 30 2015
Operational Review to March 31, 2015
Operational Review to December 31, 2014
News Release (11/07/2013): Southbridge Health Care Fund Now Available on Canaccord Genuity Platform
News Release (09/04/2013): Southbridge Expands Presence with Eighth Acquisition
News Release (03/01/2013): Southbridge Acquires Seventh Long-Term Care Home in Four Months
News Release (12/05/2012): Southbridge Health Care Fund Acquires Four Additional Homes
News Release (11/13/2012): Southbridge Acquisition of Craiglee and West Park Health Centre Homes
Operational Review to December 31, 2015
News Release - Southbridge Group of Companies Appoints New CEO
Operational Review to September 30 2015
Operational Review to June 30 2015
Operational Review to March 31, 2015
Operational Review to December 31, 2014
News Release (11/07/2013): Southbridge Health Care Fund Now Available on Canaccord Genuity Platform
News Release (09/04/2013): Southbridge Expands Presence with Eighth Acquisition
News Release (03/01/2013): Southbridge Acquires Seventh Long-Term Care Home in Four Months
News Release (12/05/2012): Southbridge Health Care Fund Acquires Four Additional Homes
News Release (11/13/2012): Southbridge Acquisition of Craiglee and West Park Health Centre Homes
Operational Review to March 31, 2023
Operational Review to December 31, 2022
Operational Review to September 30, 2022
Operational Review to June 30, 2022
Operational Review to March 31, 2022
Operational Review to December 31, 2021
Operational Review to September 30, 2021
Operational Review to June 30, 2021
Operational Review to March 31, 2021
Operational Review to December 31, 2020
Operational Review to September 30, 2020
Operational Review to June 30, 2020
Operational Review to March 31, 2020
Operational Review to December 31, 2019
Operational Review to September 30, 2019
Operational Review to June 28, 2019
Operational Review to March 29, 2019
Operational Review to December 31, 2018
Operational Review to September 28, 2018
Operational Review to June 30, 2018
Operational Review to March 31, 2018
Operational Review to December 31, 2017
Operational Review to September 30, 2017
Operational Review to June 30, 2017
Operational Review to March 31, 2017
Press Release Re. Acquisition of Provincial Long Term Care's Nursing Home & Retirement Portfolio
Operational Review to December 31, 2016
Operational Review to September 30, 2016
Operational Review to June 30, 2016
Operational Review to March 31, 2016
Operational Review to December 31, 2015
News Release - Southbridge Group of Companies Appoints New CEO
Operational Review to September 30 2015
Operational Review to June 30 2015
Operational Review to March 31, 2015
Operational Review to December 31, 2014
News Release (11/07/2013): Southbridge Health Care Fund Now Available on Canaccord Genuity Platform
News Release (09/04/2013): Southbridge Expands Presence with Eighth Acquisition
News Release (03/01/2013): Southbridge Acquires Seventh Long-Term Care Home in Four Months
News Release (12/05/2012): Southbridge Health Care Fund Acquires Four Additional Homes
News Release (11/13/2012): Southbridge Acquisition of Craiglee and West Park Health Centre Homes
Operational Review to March 31, 2023
Operational Review to December 31, 2022
Operational Review to September 30, 2022
Operational Review to June 30, 2022
Operational Review to March 31, 2022
Operational Review to December 31, 2021
Operational Review to September 30, 2021
Operational Review to June 30, 2021
Operational Review to March 31, 2021
Operational Review to December 31, 2020
Operational Review to September 30, 2020
Operational Review to June 30, 2020
Operational Review to March 31, 2020
Operational Review to December 31, 2019
Operational Review to September 30, 2019
Operational Review to June 28, 2019
Operational Review to March 29, 2019
Operational Review to December 31, 2018
Operational Review to September 28, 2018
Operational Review to June 30, 2018
Operational Review to March 31, 2018
Operational Review to December 31, 2017
Operational Review to September 30, 2017
Operational Review to June 30, 2017
Operational Review to March 31, 2017
Press Release Re. Acquisition of Provincial Long Term Care's Nursing Home & Retirement Portfolio
Operational Review to December 31, 2016
Operational Review to September 30, 2016
Operational Review to June 30, 2016
Operational Review to March 31, 2016
Operational Review to December 31, 2015
News Release - Southbridge Group of Companies Appoints New CEO
Operational Review to September 30 2015
Operational Review to June 30 2015
Operational Review to March 31, 2015
Operational Review to December 31, 2014
News Release (11/07/2013): Southbridge Health Care Fund Now Available on Canaccord Genuity Platform
News Release (09/04/2013): Southbridge Expands Presence with Eighth Acquisition
News Release (03/01/2013): Southbridge Acquires Seventh Long-Term Care Home in Four Months
News Release (12/05/2012): Southbridge Health Care Fund Acquires Four Additional Homes
News Release (11/13/2012): Southbridge Acquisition of Craiglee and West Park Health Centre Homes
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
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
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
Yorkville's Fixed Income Portfolio Manager, Robert Featherby, gives an update after the FOMC meeting on March 18, 2015. Please click here to see his piece titled The Fed is Letting Go of the Balloon.
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Robert Featherby, Yorkville's Fixed Income Portfolio Manager, gives his comments on the Fixed Income Markets. Please click here to read his piece titled Why did the Fed end QE?
Yorkville's Fixed Income Portfolio Manager, Robert Featherby, gives an update after the FOMC meeting on December 17, 2014. Please click here to see his piece titled Patience.
Yorkville's Fixed Income Portfolio Manager, Robert Featherby, gives an update after the FOMC meeting on June 17, 2015. Please click here to see his piece titled If the Fed ever does hike, expect 'One and Done'.
Yorkville the VIP Reception Sponsor for Trillium Health Partner Foundation's LOL Event
On Saturday, February 28, 2015 Yorkville joined almost 1000 other supporters for Trillium Health Partners Foundation’s third annual Laugh Out Loud Comedy Gala at the International Centre in Mississauga.
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 Alan Thicke, and headlined by the notable Gerry Dee.
Thanks to the support of many, the event was a tremendous success, raising over $1.8 million for the mental health 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.
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