Andrew Francis

QI Investors, an active quantitative manager with $34.5 billion under management,^[1] has launched its first ETF, bringing its award-winning Australian value investment capability with an 18-year track record to a broader range of investors.

Established in 2008, RQI Investors’ Australian value strategy has more than $8 billion¹ under management and has delivered top-quartile net excess returns over all time periods relative to peers.^[2] The strategy’s long-term performance and recent award wins (including the Australian Fund Manager Awards 2026 – Golden Bull Award) and ratings from leading research houses^[3] reinforce RQI Investors’ position as one of Australia’s most established active managers.

Building on the same investment approach, RQI Investors has today launched the RQI Australian Value Active ETF (ASX: RQAV), providing investors with access to the firm’s Australian value expertise through an ASX-listed vehicle. First Sentier Group is the ETF’s initial investor, reflecting confidence in RQI Investors’ investment capabilities and long-standing track record.^[4]

Andrew Francis, Chief Executive at RQI Investors said: “RQAV is a new vehicle, but the investment strategy behind it has been delivering strong outcomes for clients for almost two decades. Since RQI was founded in 2008, we’ve built a strong track record in Australian and Global equities through a disciplined, quantitative approach to value investing, earning the trust of clients and recognition from peers and major research houses.”

“The launch of RQAV is the next step in meeting evolving client needs, making our Australian value capability available to a broader range of investors via an easily accessible ASX-listed vehicle.”

Identifying genuinely mispriced, high-quality companies across the ASX

RQAV provides investors with access to Australian companies through an actively managed quantitative strategy that looks beyond traditional valuation metrics. By combining measures of company fundamentals with factors such as quality, momentum and sentiment, the strategy seeks to identify genuinely mispriced, high-quality companies, while avoiding those that are cheap for good reason, to pursue capital and income growth over the long term.

Joanna Nash, Head of Portfolio Management at RQI Investors said: “As Australian share market returns become increasingly concentrated in a small number of stocks, particularly in sectors such as banking and resources, we continue to see attractively valued companies across the broader market”.

“We believe value investing remains a powerful long-term investment philosophy, but identifying genuine value requires looking beyond low valuations alone. RQAV combines company fundamentals with a broad range of research-driven insights to identify mispriced high-quality companies across all sectors, while filtering out companies which may be cheaper for good reason.”

“By combining active management, systematic discipline and deep expertise in value investing, we believe RQAV’s strategy offers investors a compelling way to access a diversified portfolio of Australian shares and the potential for long-term investment returns.”

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Notes:
[1] As at 30 September 2026.
[2] Source: Morningstar – Equity Australia Large Value, Equity Australia Large Growth and Equity Australia Large Blend categories.
[3] See more on award wins. In addition, RQI Investors was awarded the 2026 Golden Bull Award for Best Australian Large Cap Manager in the Australian Fund Manager Awards 2026 held by the Australian Fund Manager Foundation. The reports that included the ratings were published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec) for FSF0974AU and FSF0975AU on 17/04/2026 and FSF0976AU and FSF0978AU on 29/09/2026. Lonsec receives a fee from fund managers for the preparation of reports. The report/rating is general advice only. An investor should be aware that: (a) the advice has been prepared without taking into account an investor’s objectives, financial situation or needs; (b) an investor should consider the appropriateness of the advice having regard to their own objectives, financial situation or needs before acting on the advice; and (c) an investor should obtain a PDS relating to the product, consider the PDS and seek independent financial advice before making any decision about whether to acquire the product. The rating is not a recommendation to purchase, sell or hold any product. Past performance is not a reliable indicator of future performance. Ratings are prepared based on information available at the time of preparation and may be subject to change by Lonsec without notice. Visit lonsec.com.au for important documents (FSG, Conflicts Statement). © 2026 Lonsec. All rights reserved.
[4] RQI Investors is an affiliate investment team of First Sentier Group, which is ultimately owned by Mitsubishi UFJ Financial Group (MUFG).

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