INVEST IN VALUE, NOT HYPE
QV POOLED FUNDS
EQUITY, FIXED INCOME & BALANCED STRATEGIES
Use our pooled funds individually or in combination to meet your objectives. All funds employ our quality and value-based philosophy to achieve long-term growth without sacrificing downside protection.
Our funds are actively managed and serve as the models for our segregated bond, balanced and equity mandates.
Explore Our Funds
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| Equity | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| QV Canadian Equity Fund |
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| QV Canadian Small Cap Fund |
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| QV Global Equity Fund |
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| QV Global Small Cap Fund |
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| QV Canadian Balanced Fund |
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| QV Canadian Bond Fund |
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| QV Money Market Fund † |
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Equity
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3YR
5YR
10YR
20YR
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For long-term growth, with lower risk than the overall Canadian market
1YR
3YR
5YR
10YR
20YR
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For long-term growth, with lower risk than the Canadian small cap market
1YR
3YR
5YR
10YR
20YR
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For long-term growth, with lower risk than the global market
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3YR
5YR
10YR
20YR
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For long-term growth, with lower risk than the global small cap market
Balanced
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3YR
5YR
10YR
20YR
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For long-term growth with moderate risk
Fixed Income
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3YR
5YR
10YR
20YR
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For income and modest long-term growth with low to moderate risk
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5YR
10YR
20YR
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For stability with low risk to principal
Footnotes:
† Reporting since inception (July 1, 2023) until the fund completes its first year.
Returns as of March 31, 2024.
Returns are stated in Canadian dollars, gross of fees.
Net Asset Value (NAV) & Distribution
Net Asset Value
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Latest Distribution
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