Impact Investing
An impact-focused strategy with high-conviction global equity exposure and a dual mandate which aims to create positive social and/or environmental impact as well as seeking to provide financial return.
Investors can play a role in the global reallocation of capital to help address rising environmental and social pressures and contribute to more sustainable solutions.
We believe financial returns and enhanced sustainability can coexist, creating value for both stakeholders and shareholders.
Our fundamental research platform and dedicated Responsible Investing team provide the breadth of resources and global perspective necessary in building a positive impact portfolio.
Our latest impact annual report articulates the decisions we have taken in the context of our core investment principles. Specifically, it aims to share with you the impact that those decisions have made on our environment and society.
Hear our take on the outlook for impact investing and how selected stocks within key themes such as decarbonization, financial inclusion and AI impact can affect an investment portfolio.
We discuss how we can improve best practice, enhance corporate disclosures, respond to accelerating global regulation and still maintain positive momentum.
I Class
Go to the fund details page to find out more about Global Impact Equity Fund.
Dual mandate portfolio which seeks both long-term capital growth as well as seeking to have a positive impact on the environment and society by investing in companies whose current or future business activities are expected to generate a positive impact under one of the following two impact pillars (“Impact Pillars”):
| Inception date | 29 March 2021 |
| Base currency | AUD |
| Management fee & costs^ | 0.85% p.a. |
| APIR code | ETL6342AU |
| Benchmark | MSCI All Country World ex Australia Index (net of withholding tax) |
^The Management Fee for the T. Rowe Price Global Impact Equity Fund - I Class is 0.85% p.a. and the Indirect Cost is 0.00% p.a. Full details of other fees and charges are available within the Fund's Product Disclosure Statement and Reference Guide.
Past performance is not a reliable indicator of future performance.
Explore our full range of investment capabilities.
Discover the fundamentals of impact investing and explore how it can help clients pursue both financial returns and measurable outcomes.
For further information or to arrange a meeting to discuss ESG investments, please contact the Relationship Management Team.
5777227