QVE

This asset is not currently listed on any markets available through Pearler. The information on this page may be inaccurate or out of date.

Asset Logo

QV Equities Investment Portfolio

πŸ‡¦πŸ‡Ί ASX

πŸ’° HIGH DIVIDEND

πŸ‘‘ Overview

πŸ“ˆ Performance

πŸ’° Dividends

πŸ’΅ Cost

πŸ€“ Advanced

πŸ‘¨β€πŸ‘©β€πŸ‘§β€πŸ‘¦ Community

πŸ“ˆ

-2.02%
Annual Growth

5 years average annual growth

πŸ’°

5.36%
Annual dividend yield

Based on the most recent dividend

πŸ’΅

$ 500
Minimum Order

Due to regulatory requirements

🌏

32
Pearlers Invested

Since January 2020

πŸ‘‘ Overview

Key information
πŸ”Ž Fund Overview

QV Equities Ltd is a AU-based company operating in industry. The company is headquartered in Sydney, New South Wales. The company went IPO on 2014-08-22. QV Equities Limited is an Australia-based investment company. The principal activity of the Company is making investments in a diversified portfolio of entities listed on the Australian Securities Exchange, which are not included in the S&P/ASX 20 Index. The Company’s primary objective is to deliver long-term value to shareholders through a combination of capital growth and income by investing in a diversified portfolio of ASX-listed entities outside the S&P/ASX20 Index. The firm aims to achieve after-fee returns over a five-year-plus investment period higher than the S&P/ASX300 Accumulation Index, excluding that part of the return generated by S&P/ASX20 Accumulation Index securities. The company invests in various sectors, such as financials, materials, healthcare, utilities, industrials, energy, communication services, consumer staple and information technology. The firm's investment manager is Investors Mutual Limited.

πŸ“ˆ Performance

Price History

-6.50%

1M

1Y

All Time

Graph

Table

Unsure how much or often to invest?
πŸ—“οΈ Investing frequency calculator

Determine the investment frequency needed to reach your goals

Try it out β†’
πŸ’΅ Investing amount calculator

Determine the recurring investment needed to reach your goals

Try it out β†’
⏱️ Investing duration calculator

Determine how long you will need to invest to reach your goals

Try it out β†’

πŸ’° Dividends

Payouts

πŸ’° Annual Dividend Yield*

5.36%

πŸ’° Annual Dividend Earnings Per $1,000 invested**

$53.61

πŸ’° Most Recent Dividend Franked Percentage Estimate

100.00%

πŸ’° Average Dividend Franked Percentage Estimate

100.00 %

πŸ’° Dividend reinvestment

Learn more

* Based on the most recent dividend

** Calculated by multiplying the most recent dividend yield by $1,000

Estimate your dividend

If you held

$

of QVE, your last dividend payment(s) would have been:

$ 188.54

on Fri May 31 2024

$ 193.45

on Fri Mar 01 2024

*Disclaimer: The information provided in this calculator is only a model to show you how long you need to invest for to achieve your goal, based on several factors, including past performance which is not an indicator of future performance. It is not a prediction and relies on assumptions, such as interest rates, that may vary and change the actual outcome. The results shown are only estimates and are not intended to be relied on when making a financial decision. Consider whether to get advice from a licensed financial adviser before making any financial decision.

Dividend History

1Y

5Y

10Y

Graph

Table

Year
Yearly Dividend Earnings Per Share
Franking Estimate

2024

$0.03

100.00%

2023

$0.05

33.33%

2022

$0.05

33.33%

2021

$0.04

33.33%

2020

$0.06

50.00%

2019

$0.04

100.00%

2018

$0.04

100.00%

2017

$0.04

100.00%

2016

$0.03

100.00%

2015

$0.02

50.00%

πŸ’΅ Costs

πŸ’΅

6.50 AUD*
Purchase Fee

*$5.50 with Pearler Prepay

πŸ’Ό

N/A
Management Fee

Included in unit price, not charged by Pearler

πŸ’Έ

Want to know the long term costs?
Calculate the historic long term costs to hold your investments
πŸ’Έ Net fee calculator

πŸ€“ Advanced information

Technical Info

πŸ’° Price*

$0.94

*Price may be up to 24 hours old

πŸ‘©β€πŸ‘©β€πŸ‘¦ Community Insights

How our community is investing

🌏 Pearlers invested in QVE

0

πŸ“Š Total Capital Earnings

$102K

πŸ”ƒ Average investment frequency

34 weeks

πŸ’΅ Average investment amount

$2,859

⏰ Last time a customer invested in QVE

166 days
QVE investor breakdown
πŸ’΅ Income of investors

More than 200k

150k - 200k

100k - 150k

50k - 100k

Less than 50k

πŸ‘Ά Age of investors

18 - 25

26 - 34

35 - 90

πŸ™‹ Legal gender of investors

Female

Male

Pearlers who invest in QVE also invest in...

Vanguard Australian Shares Index ETF

VAS

VAS.AX was created on 2009-05-04 by Vanguard. The fund's investment portfolio concentrates primarily on total market equity. Vanguard Australian Shares Index ETF seeks to track the return of the S&P/ASX 300 Index before taking into account fees, expenses and tax.

πŸ™Œ Performance (5Yr p.a)

3.62%

πŸ“Š Share price

$102.10 AUD

πŸ‡¦πŸ‡Ί AUSTRALIA

⛳️ DIVERSIFIED

🧱 MATERIALS

πŸ’Έ FINANCIALS

Find Out More

VGS.AX was created on 2014-11-18 by Vanguard. The fund's investment portfolio concentrates primarily on total market equity. Vanguard MSCI International Shares Index ETF seeks to track the return of the MSCI World ex-Australia Index (with net dividends reinvested) in Australian dollars before taking into account fees, expenses and tax.

πŸ™Œ Performance (5Yr p.a)

14.02%

πŸ“Š Share price

$140.20 AUD

⛳️ DIVERSIFIED

πŸ“ˆ HIGH PRICE GROWTH

🌏 GLOBAL

πŸ€– TECHNOLOGY

Charter Hall Long WALE REIT engages in the operation of real estate investment trust companies. The company is headquartered in Sydney, New South Wales. The company went IPO on 2016-11-08. The principal activity of the REIT is property investment. The REIT is focused on investing in Australasian real estate assets that are predominantly leased to corporate and government tenants on long-term leases. The REIT focuses on providing investors with stable and secure income and the potential for both income and capital growth through exposure to long WALE properties. The REIT is actively managed to grow the portfolio through direct and indirect investments across multiple real estate sectors. The REIT is managed by Charter Hall Group, which is a fully integrated property investment and fund management group. The company manages approximately 1,641 properties across the office, industrial and logistics and retail sectors. Its properties include The Glasshouse; 242 Exhibition Street, Melbourne; 28 MacGregor Street, 12-26 Franklin Street, and Louisa Lawson Building.

πŸ™Œ Performance (5Yr p.a)

-5.90%

πŸ“Š Share price

$3.81 AUD

🌳 ENVIRONMENTAL

πŸ’° HIGH DIVIDEND

🏠 REAL ESTATE

πŸ•ŠοΈ SOCIALLY AWARE

Centuria Office REIT engages in the investment in office and industrial assets in metropolitan markets of Australia. The company is headquartered in Sydney, New South Wales and currently employs 0 full-time employees. The company went IPO on 2014-12-10. The Trust owns a portfolio of quality office assets situated in core submarkets throughout Australia. The Trust specializes in the real estate sectors, including decentralized office, industrial, agriculture, real estate finance, healthcare, large format retail and daily needs retail. Its suite of investment products includes listed and unlisted real estate funds across debt and equity markets. Additionally, it provides investment bond options. Its geographically diversified office portfolio has 21 assets. The portfolio is predominantly exposed to metropolitan and near city office markets that are well-connected to transport and lend themselves to affordable rents. Its property portfolio includes 8 Central Ave, Eveleigh, 203 Pacific Hwy, St Leonards, 9 Help St, Chatswood, 201 Pacific Hwy, St Leonards and 77 Market St, Wollongong. Its manager is Centuria Property Funds Limited.

πŸ™Œ Performance (5Yr p.a)

-12.30%

πŸ“Š Share price

$1.13 AUD

πŸ’° HIGH DIVIDEND

🏠 REAL ESTATE

Argo Investments Ltd is a AU-based company operating in industry. The company is headquartered in Adelaide, South Australia. Argo Investments Limited is an Australia-based listed investment company (LIC). The firm manages a diversified portfolio of Australian shares with an internally managed business model. The principal activities of the Company include the investment of funds in Australian listed securities and short-term interest-bearing securities. Its investment objective is to maximize long-term shareholder returns through reliable fully franked dividend income and capital growth. Its investment portfolio comprises approximately 90 Australian companies from across a range of industries. Its portfolio includes investments in various sectors, such as materials, other financials, banks, healthcare, consumer staples, industrials, energy, consumer discretionary, property, utilities, listed investment companies, and others. Its subsidiary, Argo Service Company Pty Ltd, is engaged in providing investment management and administration operations for the Company.

πŸ™Œ Performance (5Yr p.a)

0.57%

πŸ“Š Share price

$8.95 AUD