QV Equities Limited


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/


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

QVE Facts

Portfolio Managers: Anton Tagliaferro and Simon Conn
Benchmark: S&P/ASX 300 Ex20 Accumulation Index
Listed: 22 August 2014
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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