QV Equities

What is QV Equities about?
QV Equities (ASX:QVE) is a listed investment company (LIC) that provides investors with access to a diversified portfolio of high-quality, value companies listed on the Australian Securities Exchange, outside the top 20. The company's objective is to generate net returns higher than the S&P/ASX 300 Accumulation Index, excluding the S&P/ASX20 Accumulation Index (the top 20 stocks), over a 4+ year investment horizon. QV Equities is managed by IML, an experienced and qualified investment management team. The team has a proven track record of generating superior returns for investors over the long term.
QV Equities company media
Company Snapshot
ownership
Ownership
Public
employees
Employees
5
sector
Sector
Financial Services
headOffice
Head Office
New South Wales, Australia
yearFounded
Year Founded
2014
What does QV Equities specialise in?
/LICs /Investment /Fund /Managed fund /Wealth /Financials
Icon representing a globe with map pin
Where does QV Equities operate? Locations of QV Equities global operations

Locations

  • Map pin icon
    Global view
  • Map pin icon
    Sydney, Australia
Global operations world map
Leaflet
What are QV Equities’s services?
Overview of QV Equities offerings
Access to a diversified portfolio of high-quality, good value companies listed on the ASX outside the top 20: QV Equities provides investors with access to a diversified portfolio of companies that are not included in the top 20 of the ASX. This allows investors to invest in a wider range of companies and reduce their risk.
Objective to generate net returns higher than the S&P/ASX 300 Accumulation Index, excluding the S&P/ASX20 Accumulation Index (the top 20 stocks), over a 4+ year investment horizon: QV Equities' objective is to generate net returns that are higher than the S&P/ASX 300 Accumulation Index, excluding the S&P/ASX20 Accumulation Index, over a 4+ year investment horizon. This means that the company aims to deliver superior returns to investors over the long term.
Managed by IML, an experienced and qualified investment management team with a proven track record of generating superior returns for investors over the long term: QV Equities is managed by IML, an experienced and qualified investment management team with a proven track record of generating superior returns for investors over the long term. This means that investors can be confident that their money is being managed by a team of experts.
Consistent income, growing over time: QV Equities 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% for financial year 2023, including franking credits.
Portfolio diversification: As QVE invests outside the ASX Top 20, it provides diversification benefits for investors who already invest in the largest Australian companies.
Sustainable investment approach: QV Equities takes a sustainable investment approach, considering environmental, social and governance (ESG) factors when making investment decisions. This means that the company invests in companies that are well-managed and have a positive impact on the community and the environment.
Who is in the QV Equities executive team?
QV Equities leadership team
  • Mr. Zac Azzi
    Mr. Zac Azzi
    COO & Company Sec.
  • Mr. Anton Tagliaferro
    Mr. Anton Tagliaferro
    Non-Independent Director
  • Mr. Wayne McGauley
    Mr. Wayne McGauley
    Head of Retail