Performance since inception as at 30 Jun 24: 5.2% pa

Quality + value = QV Equities

QV Equities (ASX: QVE) delivers a consistent, quarterly income stream for shareholders, while also aiming for capital growth over time.

QVE is a Listed Investment Company (LIC) managed by IML. QVE invests in high-quality, good value companies listed on the ASX outside the top 20.

Recent webinar

The IML’s small-mid cap team recently updated on the current drivers of the small-caps market, and key stock opportunities in the small-mid caps portfolios.

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What should you expect if you invest with QVE?

Consistent income, growing over time1

QVE aims to pay a quarterly fully franked dividend, which gives Australian investors additional income through tax offsets or refunds. QVE shareholders received a gross yield of 7.9%2 for financial year 2023, including franking credits.

Portfolio Diversification

As QVE invests only outside the ASX top 20, it provides diversification benefits for investors who already invest in the largest Australian companies.

Past performance is not a reliable indicator of future performance.
1 Refers to income. More about QVE’s dividends.
2 Calculated on the closing share price on 30 June, 2023

Keep up to date with the latest news and portfolio insights from QV Equities.

Natixis Investment Managers Australia distributes the marketing materials for QVE under an arrangement with Investors Mutual Limited (IML) AFSL 229988, as the Investment manager for, and on behalf of, QV Equities Limited ACN 169 154 858 (QVE). Your subscriber details are being collected by Natixis Investment Managers Australia, a related entity of IML. Please refer to our Privacy Policy. Natixis Investment Managers Australia Pty Limited (ABN 60 088 786 289) (AFSL No. 246830) is authorised to provide financial services to wholesale clients and to provide only general financial product advice to retail clients.