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Yorkville Optimal Return Bond Class Series A

Ranked 67 out of 169 in - Global Flexible over 12 months
All calculations are in USD unless stated

Managed by

Rob Featherby

Objective

This Fund seeks to provide investors with long-term capital appreciation by investing primarily in a diversified portfolio of global equity securities.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Global Flexible over : 31/10/2017 - 31/10/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -1.8% -1.8% 0.3%
2017 8.0% 1.4% 3.5% 1.5% 1.3%
2016 3.6% 10.1% 1.8% -1.1% -6.6%
2015 -10.2% -2.9% -2.5% -4.3% -1.0%
2014 -1.2% -1.0% 3.1% -2.9% -0.3%
2013 -8.8% -1.6% -5.8% 0.9% -2.6%
2012 3.3% 1.8% -1.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Canada

Fund Info

  • Launch date30/01/2012
  • Base currencyCAD

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment100

Charges

  • Annual management1.75%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).