Meet Your Objectives

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

1YR 3YR 5YR 10YR 20YR FACT SHEET
Equity
QV Canadian Equity Fund

loading...

loading...

loading...

loading...

loading...

PDF link image
QV Canadian Small Cap Fund

loading...

loading...

loading...

loading...

loading...

PDF link image
QV Global Equity Fund

loading...

loading...

loading...

loading...

loading...

PDF link image
QV Global Small Cap Fund

loading...

loading...

loading...

loading...

loading...

PDF link image
Balanced
QV Canadian Balanced Fund

loading...

loading...

loading...

loading...

loading...

PDF link image
Fixed Income
QV Canadian Bond Fund

loading...

loading...

loading...

loading...

loading...

PDF link image
QV Money Market Fund

loading...

loading...

loading...

loading...

loading...

PDF link image

Equity

1YR

3YR

5YR

10YR

20YR

loading...

loading...

loading...

loading...

loading...

For long-term growth, with lower risk than the overall Canadian market

1YR

3YR

5YR

10YR

20YR

loading...

loading...

loading...

loading...

loading...

For long-term growth, with lower risk than the Canadian small cap market

1YR

3YR

5YR

10YR

20YR

loading...

loading...

loading...

loading...

loading...

For long-term growth, with lower risk than the global market

1YR

3YR

5YR

10YR

20YR

loading...

loading...

loading...

loading...

loading...

For long-term growth, with lower risk than the global small cap market

Balanced

1YR

3YR

5YR

10YR

20YR

loading...

loading...

loading...

loading...

loading...

For long-term growth with moderate risk

Fixed Income

1YR

3YR

5YR

10YR

20YR

loading...

loading...

loading...

loading...

loading...

For income and modest long-term growth with low to moderate risk

1YR

3YR

5YR

10YR

20YR

loading...

loading...

loading...

loading...

loading...

For stability with low risk to principal

Footnotes:
Reporting since inception (July 1, 2023) until the fund completes its first year.

Returns as of December 31, 2023.
Returns are stated in Canadian dollars, gross of fees.

 


Net Asset Value (NAV) & Distribution

Download NAV

QV Investors is an independent asset and wealth management firm focused on principles of quality and value. As whole owners of the business, our team is fully invested in growing clients’ capital while minimizing the risk of loss.

#1008 222 - 3rd Ave. SW
Calgary, AB, T2P 0B4
Canada

403.265.7007