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 | 12.8% p.a. |
| Total Net Return Since Inception | 124.3% |
| Benchmark Return Since Inception | 74.7% |
| Net Outperformance Since Inception | 74.7% |
| Inception Date | 1-Sep-17 |
| Status | Closed to New Investors |
DOWNLOAD LATEST REPORT
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% | 7.78% |
Net Return on $100k Invested at Inception
If you would like to be added to the waitlist or want to receive our Monthly Newsletter please email us via the Contact Us page.
Sign up to our monthly Newsletter
Be the first to receive the QVG Opportunities Fund Monthly newsletter in your inbox. We respect your privacy and email addresses will be solely used by QVG Capital to send the monthly newsletter.