QV Equities Limited

Overview

QV Equities Limited (QVE) is a listed investment company that provides investors exposure to a diversified, carefully selected portfolio of quality entities outside of the S&P/ASX 20 Index.

To learn more about QVE, please visit the website http://qvequities.com/

Videos

QV Equities Limited

Anton Tagliaferro and Simon Conn provide an overview of QVE, a listed investment company managed by Investors Mutual Limited, and the opportunities in the Ex20 space

Livewire's Fund in Focus

Simon discusses how IML selects companies for the QVE portfolio using IML’s quality and value investment philosophy. He also outlines why IML believes these companies will deliver long term value to investors through a combination of capital growth and income

QVE Facts

Portfolio Managers: Anton Tagliaferro and Simon Conn
Benchmark: S&P/ASX 300 Ex20 Accumulation Index
Listed: 22 August 2014
ASX Code: QVE
Distribution Frequency: Generally Semi-Annually
Performance fee: nil
Management fee: Management fee: 0.90% p.a. of the NAV up to $150m
0.75% p.a. over $150m

Investment Objective

QVE’s investment objective is to provide long-term capital growth over a five-year plus investment horizon and aims to generate higher returns than the S&P/ASX 300 Accumulation Index excluding the S&P/ASX20 Accumulation Index.

Investment Strategy

QVE will invest in a diversified portfolio of quality, undervalued ASX listed Australian & NZ equities outside the S&P/ASX20 Accumulation Index


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