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Global Equity
OEIC
Global Focused Growth Equity Fund
Concentrating high conviction positions in leading global investment prospects.
3YR Return Annualised
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Total Assets
(GBP)
1YR Return
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Manager Tenure
Information Ratio
(3 Years)
Tracking Error
(3 Years)
Inception Date 30-May-2017
Performance figures calculated in GBP
OEIC
Global Natural Resources Equity Fund
Seeking to identify long-term global winners in the arena of natural resources extraction and production.
3YR Return Annualised
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Total Assets
(GBP)
1YR Return
(View Total Returns)
Manager Tenure
Inception Date 27-Mar-2017
Performance figures calculated in GBP

Shawn Driscoll is the portfolio manager of the Global Natural Resources Equity Strategy, including the New Era Fund, in the U.S. Equity Division. He is chairman of the Investment Advisory Committee of the Global Natural Resources Equity Strategy and a vice president and an Investment Advisory Committee member of the US Capital Appreciation, US Large-Cap Core Equity, US Growth Stock, US Large-Cap Core Equity, US Mid-Cap Growth Equity, US Multi-Cap Growth Equity, and Real Assets Equity Strategies. Shawn also is a vice president of T. Rowe Price Group, Inc.
OEIC
Global Technology Equity Fund
To provide long-term capital growth by investing mainly in technology companies, and companies enabled by technology.
3YR Return Annualised
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Total Assets
(GBP)
1YR Return
(View Total Returns)
Manager Tenure
Information Ratio
(3 Years)
Tracking Error
(3 Years)
Inception Date 27-Mar-2017
Performance figures calculated in GBP

Alan Tu is the portfolio manager for the Global Technology Equity Strategy in the U.S. Equity Division. He also is chairman of its Investment Advisory Committee. Alan is a vice president and an Investment Advisory Committee member of the US Small-Cap Growth II Equity, Science & Technology Equity, US Large-Cap Core Growth Equity, Communications and Technology Equity, and US Tax-Efficient Multi-Cap Growth Equity Strategies. In addition, he is an Investment Advisory Committee member of the Global Growth Equity Strategy. Alan also is a vice president of T. Rowe Price Group, Inc.
European Equity
OEIC
Continental European Equity Fund
Style-agnostic, quality-driven European equity investment.
3YR Return Annualised
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Total Assets
(GBP)
1YR Return
(View Total Returns)
Manager Tenure
Information Ratio
(3 Years)
Tracking Error
(3 Years)
Inception Date 26-Sep-2016
Performance figures calculated in GBP

Tobias Mueller is the portfolio manager for the European Select Strategy, effective October 2018. Previously, he covered the technology, medical technology and exchange sectors as a research analyst in the Equity Division. Mr. Mueller is a vice president of T. Rowe Price International Ltd.
Asia Pacific Equity
OEIC
Japanese Equity Fund
Seeking to uncover the best investment opportunities across the Japanese equity spectrum.
3YR Return Annualised
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Total Assets
(GBP)
1YR Return
(View Total Returns)
Manager Tenure
Information Ratio
(3 Years)
Tracking Error
(3 Years)
Inception Date 13-Mar-2017
Performance figures calculated in GBP

Archibald Ciganer is the portfolio manager of the Japan Equity Strategy in the International Equity Division. He is a vice president of T. Rowe Price Group, Inc. and T. Rowe Price Japan, Inc.
U.S. Equity
OEIC
US Equity Fund
Style agnostic investing in larger US companies.
3YR Return Annualised
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(GBP)
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Manager Tenure
Information Ratio
(3 Years)
Tracking Error
(3 Years)
Inception Date 31-Oct-2016
Performance figures calculated in GBP

Jeff Rottinghaus is a portfolio manager in the U.S. Equity Division. He is president of the US Large-Cap Core Equity Strategy and chairman of its Investment Advisory Committee. In addition, he is a vice president and an Investment Advisory Committee member of the US Quantitative U.S. and US Dividend Growth Strategies. Jeff also is a vice president of T. Rowe Price Group, Inc.
OEIC
US Large Cap Value Equity Fund
Invest in large US companies with hidden value and potential overlooked by the market majority.
3YR Return Annualised
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Total Assets
(GBP)
1YR Return
(View Total Returns)
Manager Tenure
Information Ratio
(3 Years)
Tracking Error
(3 Years)
Inception Date 13-Mar-2017
Performance figures calculated in GBP

John D. Linehan is the portfolio manager for the U.S. Large Cap Equity Income Strategy, U.S. Select Value Strategy and co-portfolio manager for the US Large-Cap Value Equity Strategy in the U.S. Equity Division. In addition, he is the chief investment officer of Equity and a member of the firm's U.S. Equity Steering and Equity Brokerage and Trading Control Committees. He also is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc.
OEIC
US Smaller Companies Equity Fund
Seeks capital appreciation using both value and growth approaches.
Important Information: Read the 19/11/2020 press release regarding a proposal to launch a new investment advisor.
3YR Return Annualised
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Total Assets
(GBP)
1YR Return
(View Total Returns)
Manager Tenure
Information Ratio
(3 Years)
Tracking Error
(3 Years)
Inception Date 13-Mar-2017
Performance figures calculated in GBP

Curt Organt is the portfolio manager of the US Smaller Companies Equity Strategy and an associate portfolio manager of the US Small-Cap Core Equity Strategy in the U.S. Equity Division. Curt is a vice president and an Investment Advisory Committee member of the US Small-Cap Core Equity, US Diversified Small-Cap Value Equity, and US Small-Cap Growth Equity Strategies. He also is a vice president of T. Rowe Price Group, Inc.
Global Fixed Income
OEIC
Dynamic Global Bond Fund
Seeks to generate positive returns from global fixed income with a focus on downside risk and diversification from equity markets.
3YR Return Annualised
(View Total Returns)
Total Assets
(GBP)
1YR Return
(View Total Returns)
Manager Tenure
Information Ratio
(3 Years)
Tracking Error
(3 Years)
Inception Date 12-Dec-2016
Performance figures calculated in GBP

Arif Husain is the head of the International Fixed Income Division. He is a co-portfolio manager for the International Bond and Institutional International Bond Strategies and the lead portfolio manager for the Global Aggregate Bond Strategy. Arif also is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price International Ltd.
David Eiswert is a portfolio manager in the U.S. Equity Division of T. Rowe Price. He is the portfolio manager for the Global Focused Growth Equity Strategy, a role he has held since October 1, 2012. Prior to his current role, Mr. Eiswert was the portfolio manager for the Global Technology Strategy from October 2008 until May 2012. He was a technology analyst from 2003 until 2012. Mr. Eiswert is a vice president of T. Rowe Price Group, Inc.