The YCG Enhanced Fund (YCGEX) is available for purchase at most major brokerage firms, which include: Charles Schwab, Fidelity, E-Trade, Pershing, Vanguard, Wells Fargo Bank, LPL Financial, and others.
You may also purchase shares of the YCG Enhanced Fund directly through the transfer agent, U.S. Bank Global Fund Services, by completing the appropriate application shown below. Please call 1-855-444-YCGF with any questions on purchasing shares.
- New Account Application
- IRA Application
- Minor IRA Application
- IRA Transfer Form
- Coverdell Savings Account Application
- Entity Account Application
- Required Minimum Distribution Form
- IRA/Qualified Plan Distribution Request Form
- IRA Disclosure
- Account Options Form
- Certification of Beneficial Owners
- Privacy Policy
| Type of Account | Minimum Initial Investment | Minimum Subsequent Investments |
|---|---|---|
| Regular | $2,500 | $100 |
| IRA | $1,000 | $100 |
| AIP | $500 | $100 per month |
If you would like information regarding YCG®’s separately managed accounts, please visit www.ycginvestments.com.
Literature
Proxy Voting Information
Annual, Semi-Annual, TSR & Quarterly Reports:
Beginning July 2024, a new U.S. Securities and Exchange Commission (SEC) rule requires that all mutual funds create summary versions of their annual and semiannual reports. These summary reports—called Tailored Shareholder Reports (TSRs) – will replace the full shareholder reports going forward.
- Semi-Annual Report (05/31/2023)
- Quarterly Report (02/28/2023)
- Annual Report (11/30/2022)
- Quarterly Report (08/31/2022)
- Semi-Annual Report (05/31/2022)
- Quarterly Report (02/28/2022)
- Annual Report (11/30/2021)
- Quarterly Report (08/31/2021)
- Semi-Annual Report (05/31/2021)
- Quarterly Report (02/28/2021)
- Annual Report (11/30/2020)
- Quarterly Report (08/31/2020)
- Semi-Annual Report (05/31/2020)
- Quarterly Report (02/29/2020)
- Annual Report (11/30/2019)
- Semi-Annual Report (05/31/2019)
- Annual Report (11/30/2018)
- Semi-Annual Report (05/31/2018)
- Annual Report (11/30/2017)
- Semi-Annual Report (05/31/2017)
- Annual Report (11/30/2016)
- Semi-Annual Report (05/31/2016)
- Annual Report (11/30/2015)
- Semi-Annual Report (05/31/2015)
- Annual Report (11/30/2014)
- Semi-Annual Report (05/31/2014)
- Annual Report (11/30/2013)
- Semi-Annual Report (05/31/2013)
