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

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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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Balanced
QV Canadian Balanced Fund

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Fixed Income
QV Canadian Bond Fund

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QV Money Market Fund

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Equity

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

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

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

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

Balanced

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For long-term growth with moderate risk

Fixed Income

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

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For stability with low risk to principal

Footnotes:

Returns as of June 30, 2024.
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