CITYWIRE GROUP RATINGS1
T. Rowe Price achieved 26 Group Sector ratings. Of the 2,122 companies tracked by Citywire in 2020, T. Rowe Price was ranked 1st according to number of medals awarded and 6th according to number of gold and platinum ratings.
CITYWIRE UK WEALTH SERVICE AWARDS2
In July 2020, T. Rowe Price was named the winner in the following four categories at the Citywire UK Wealth Service Awards:
• Best Overall service – East & South East
• Best Product Specialists
• Best RFP Responses
• Best Factsheets
FUND CALIBRE ELITE RATINGS3
Best Equity fund management group.
T. Rowe Price International Ltd has been awarded the Elite Provider for Equities Rating and placed 5th out of 86 groups in FundCalibre’s annual Fund Management Equity Index.
In 2020, T. Rowe Price was named the Best Overall Fund House and the Best Fixed Income Fund House by Morningstar.
FE CROWN FUND RATINGS5
In July 2020 FE Crown Fund Rating Rebalance, T. Rowe Price was ranked 2nd in the table of most successful Crown Rating clients, receiving the following ratings:
FE ALPHA MANAGERS
The following T. Rowe Price Portfolio Managers are FE Alpha rated managers6:
- Ben Griffiths
- David J. Eiswert
- Eric Moffett
- Larry J. Puglia
- Michael Della Vedova
Our investment strategies have on average delivered strong long-term performance.7
SICAV Fund Outperformance of Morningstar Category Median as of 30 June 2020
Past performance is not a reliable indicator of future performance.
1 As of 30 June 2020. Source & Copyright: Citywire. Group Ratings by Citywire for rolling risk adjusted performance, across all management teams in a sector, over the period 30/06/2013-30/06/2020. Citywire take into account the complete stable of managers a group currently has in a sector. All the individuals’ risk adjusted performance over a seven year period are factored in, as are moves people have made and changes in responsibility. The ratings are calculated over seven years and based on an average of their managers’ three year rolling risk-adjusted returns. Where managers have moved, their track records will follow them. A final score is generated for each group, on a sector by sector basis, with current stable of managers taken into account. Those delivering excellent levels of outperformance are placed in the ratings pool. Ratings are awarded to any group that is at least one third ahead of the average score. Within this top group, 10% receive a platinum rating, the next 20% a gold rating, the next 30% a silver rating, and the remaining 40% a bronze rating. Not all strategies included in the group ratings are available in all jurisdictions. The ratings are provided for information only and are not intended to be an endorsement, offer or solicitation for the sale of any product or service.
2 Source & Copyright: CITYWIRE. T. Rowe Price is awarded Best Overall Service – East & South East, Best Factsheets, Best Product Specialists, Best RFP Responses 2020 by Citywire based on the results of the Citywire UK Wealth Service research, conducted March to June 2020.
3 All data used to compile the FundCalibre Fund Management Equity Index is taken from Financial Express Analytics, five years to 31.12.2019. To read more about the Fund Management Equity Index methodology, visit https://www.fundcalibre.com/about-us/what-is-the-elite-rating. This Equity Index looks at all actively managed equity funds recognised by the Investment Association and compares them with their sector averages over a five year time frame. The award of an Elite Fund rating does not infer suitability or constitute a recommendation to buy or sell. FundCalibre is an authorised representative of Chelsea Financial Services.
4 © 2020 Morningstar. Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar or its content providers are responsible for any damages or losses arising from any use of this information. For more information on the award methodology please see https://go.morningstar.com/Morningstar-Awards.
5 This rating relates to the SICAV fund range. © 2020 FE. All Rights Reserved. The information, data, analyses, and opinions contained herein (1) include the proprietary information of FE, (2) may not be copied or redistributed, (3) do not constitute investment advice offered by FE, (4) are provided solely for informational purposes and therefore are not an offer to buy or sell a security, and (5) are not warranted to be correct, complete, or accurate. FE shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use. FE does not guarantee that a fund will perform in line with its FE Crown Fund Rating as it is a reflection of past performance only. Likewise, the FE Crown Fund Rating should not be seen as any sort of guarantee or assessment of the creditworthiness of a fund or of its underlying securities and should not be used as the sole basis for making any investment decision. https://www.trustnet.com/learn/learnaboutinvesting/FE Crown Fund Ratings.html
6 FE Alpha Manager ratings do not constitute investment advice offered by FE and should not be used as the sole basis for making any investment decision. All rights reserved.
7 © 2020 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. The outperfomance figures are based on rankings of our A share classes where available and I share classes for those funds that do not have an A share class.