Yorkville Asset Management

Investments and Funds

Yorkville Crypto, Blockchain, & FinTech Opportunities Class

Fund Overview

This Fund seeks to provide investors with long-term capital appreciation by investing primarily in a diversified portfolio of global equity securities of issuers in the fintech, blockchain and digital assets industries and issuers which service such industries. It aims to achieve its investment objectives by investing primarily in global equity securities of issuers with business activities focused on fintech, blockchain and digital assets technology, and issuers which service such industries, such as those involved in crypto mining and payment processing. The portfolio manager selects equity securities of companies with proven management, proprietary and strategic advantages, financial strength, earnings growth potential, and favourable valuation levels. The portfolio manager actively manages the Fund’s portfolio and focuses on investing in equity securities with the potential for long term growth at attractive prices.

Who is this fund for?

Investors who:

  • Who have a long-term investment horizon and can tolerate above average volatility
  • Who would like to participate in the upside potential of digital currencies, but would like to lower volatility & increase diversification by also investing in the shares of companies involved in the blockchain and fintech businesses.
  • Who would like to have exposure to the fast growing sectors like fintech, blockchain and digital assets.

The risk compass (if included on this page) uses methodology recommended by the Fund Risk Classification Task Force of the Investment Funds Institute of Canada. The Task Force prescribes risk assessment based on historical volatility risk as measured by the standard deviation of fund performance. The Task Force also acknowledges that other types of measurable and non-measurable risk may exist. The Task Force reminds investors that historical performance may not be indicative of future returns and a fund's historical volatility may not be indicative of future volatility.

Heritage Yorkville Mutual Fund Corporation is managed by Yorkville Asset Management Inc. and available through authorized dealers. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. The Yorkville logo and other trade-marks are property of Yorkville Asset Management Inc.

The indicated rates of return are the historical annual compounded total return including changes in security value and reinvestment of all distributions or dividends (as applicable) and are reported net of management fees and operating expenses. The rates of returns do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. The rates of return are used only to illustrate the effects of the compound growth rate and are not intended to reflect future values or returns on investment in a fund. Funds are not guaranteed, their values change frequently and past performance may not be repeated.

The information contained herein is not an offer to sell nor a solicitation to buy any security. Such an offer can only be made by prospectus or other applicable offering document.