QEP Global Blend Equity

Investment Objective

The QEP Global Blend strategy seeks to produce a long run return of +3% per annum (gross of fees) above the MSCI All Country World Index or comparable global benchmarks.


QEP Global Blend is an active, index-unconstrained strategy seeking to deliver higher long-run returns. Analyzing a universe of over 15,000 companies, the team uses a bottom-up process to construct a highly diversified portfolio of over 400 stocks.

QEP Global Blend invests in stocks on the basis of valuations and business quality. The advantage that we see of combining Value and Quality opportunities is that, while both have tended to outperform, they have delivered their returns at different stages of the economic cycle, offering investors the potential for outperformance across a broad range of market environments.

Management Team

Investment Philosophy

Investment Process

Key Features


Investment Options*