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.
QVG OPPORTUNITIES
FUND
PERFORMANCE
The QVG Opportunities Fund
| Annualised Net Return Since Inception | 13.23% p.a. |
| Total Net Return Since Inception | 153.76% |
| Benchmark Return Since Inception | 57.99% |
| Net Outperformance Since Inception | 95.77% |
| Inception Date | 1-Sep-17 |
| Status | Closed to New Investors |
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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.
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% | -1.48% | 4.50% | 7.99% | -2.40% | 0.99% | 3.84% | 7.63% | 8.53% |
| 2021 | 1.08% | 2.18% | 0.70% | 9.45% | -3.22% | 7.94% | -0.11% | 10.77% | -1.82% | 4.80% | -2.99% | 1.50% | 33.31% |
| 2022 | -11.29% | -7.64% | 11.5% | -4.71% | -11.04% | -9.71% | 13.49% | 2.35% | -8.9% | 7.47% | 2.54% | -5.97% | -23.41% |
| 2023 | 4.96% | -2.96 | -1.14% | 3.54% | -3.43% | -0.63% | 2.46% | 7.34% | -2.22% | -6.35% | 4.52% | 4.43% | 5.29% |
| 2024 | 2.74% | 3.54% | 5.64% | -4.08% | 0.72% | 1.49% | 1.54% | -1.08% | 4.12% | 3.17% | 6.25% | -4.15% | 21.08% |
| 2025 | 4.98% | -4.05% | % | % | % | % | % | % | % | % | % | % | 0.73% |
Net Return on $100k Invested at Inception
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