asset_category:
peer_benchmark:
broad_market_index:
manager_contact_details: Array
ticker: QVE
release_schedule:
structure: Listed Investment Company
commentary_block:
factsheet_url:
fund_features:
QV Equities Limited (QVE) is a listed investment company that listed on the ASX in August 2014. It invests in a diversified portfolio of ASX listed entities outside the S&P/ ASX 20. QVE is managed by Investors Mutual Limited. In October 2017, french based Natixis Investment Managers (NIM) acquired a 51.9% stake in Investors Mutual. QVE’s primary objective is to provide both long term capital growth and income, through investment in a diversified portfolio of quality, undervalued ASX listed equities and other investment securities outside of the S&P/ASX 20 Index. It aims to achieve net returns that are higher than the S&P/ASX 300 Accumulation Index excluding the S&P/ASX 20 Index on a rolling five year basis.
- The Manager has an active, “bottom-up” approach to identifying, researching and valuing quality companies.
- The portfolio is managed according to a fundamentally based, long-only, high conviction and benchmark unaware investment mandate.
- It consists of a concentrated portfolio of 20-50 holdings, drawn from outside the S&P/ASX top 20.