Morningstar Investor users sign in here.

QV Equities Limited QVE Strategy

The fund's primary objective is to achieve long term value through a combination of capital growth and income, by investing in a diversified portfolio of ASX listed entities outside the S&P/ASX 20 Index. The Company aims to achieve net returns over a five-year plus investment horizon that are higher than the S&P/ASX 300 Accumulation Index excluding that part of the return that is generated by the securities comprised in the S&P/ASX 20 Accumulation Index.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.

QV Equities Limited News & Analysis

funds

Why LICs may be close to bottoming

Investor disgust, consolidation, de-listings, price discounts, activist investors entering - it’s what typically happens at business cycle troughs, and it’s happening to LICs now. That may present a potential opportunity.

Markets

Index
Last price
Change
% Change
All Ordinaries 7,808.00 90.90 -1.15%
CAC 40 8,023.26 41.75 0.52%
DAX 40 17,837.40 67.38 0.38%
Dow JONES (US) 37,775.38 22.07 0.06%
FTSE 100 7,877.05 29.06 0.37%
HKSE 16,184.02 201.85 -1.23%
NASDAQ 15,601.50 81.87 -0.52%
Nikkei 225 37,135.73 943.97 -2.48%
NZX 50 Index 11,758.70 77.34 -0.65%
S&P 500 5,011.12 11.09 -0.22%
S&P/ASX 200 7,557.60 84.50 -1.11%
SSE Composite Index 3,062.00 12.23 -0.40%

Market Movers

Name
Last price
Change
% Change
Imugene Ltd IMU 0.07 0.01 -7.69%
Sayona Mining Ltd SYA 0.03 0.00 -4.41%
Pantoro Ltd PNR 0.09 0.00 1.15%
Australian Vanadium Ltd AVL 0.02 0.00 -6.25%
Zip Co Ltd ZIP 1.11 0.03 -2.85%
The Star Entertainment Group Ltd SGR 0.41 0.01 -2.38%
Pilbara Minerals Ltd PLS 3.83 0.09 -2.30%
Alligator Energy Ltd AGE 0.05 0.00 -4.55%
Telstra Group Ltd TLS 3.67 0.01 -0.14%
Red 5 Ltd RED 0.44 0.01 1.74%