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/
|Portfolio Managers:||Anton Tagliaferro and Simon Conn|
|Benchmark:||S&P/ASX 300 Ex20 Accumulation Index|
|Listed:||22 August 2014|
|Distribution Frequency:||Generally Semi-Annually|
|Management fee:||Management fee: 0.90% p.a. of the NAV up to $150m
0.75% p.a. over $150m
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.
QVE will invest in a diversified portfolio of quality, undervalued ASX listed Australian & NZ equities outside the S&P/ASX20 Accumulation Index