The QVG Opportunities Fund

Unless otherwise stated, all performance figures are provided net of fees and before tax.

Please note, the QVG Capital Opportunities Fund is closed to new investors.

The QVG Opportunities Fund is a long only, growth focused Australian small cap fund. The Fund typically invests in 30-50 companies listed outside the S&P/ASX 100, providing investors with an exposure to a diversified portfolio of emerging Australian growth businesses.

Annualised Net Return Since Inception 16.96%p.a.
Total Net Return Since Inception 53.7%
Benchmark Return Since Inception 18.2%
Net Outperformance Since Inception 35.5%
Inception Date 1-Sep-17
Status Closed to New Investors

Net Performance History

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec CYTD
2017 3.40% 5.56% 2.56% 5.82% 18.46%
2018 3.68% 2.47% -0.11% 2.78% 8.08% 1.94% 3.66% 4.80% 2.99% -12.19% -1.09% -8.79% 6.52%
2019 5.13% 6.93% 2.39% 5.63% 1.19% 0.17% 4.92% 2.49% 4.18% -1.25% 1.37% -0.62% 37.36%
2020 4.15% -9.90% -29.0% 18.0% 12.86% -11.32%

Net Return on $100k Invested at Inception

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