Success for T. Rowe Price at Morningstar Fund Awards
T. Rowe Price has been named Best Overall Fund House and Best Equity Fund House at the 2018 Morningstar Netherland Fund Awards. In 2018 we have also been named Best Bond Group over 3 years – Large by Thomson Reuters Lipper Fund Awards, having been awarded Best Bond Group over 3 years – Small the previous three years.
We believe these awards are testament to the ability of our strategic investing approach, underpinned by the rigour of our independent research and experienced investment teams, to create value for our clients over the longer term.
The Morningstar Fund House Awards recognise those fund families that have delivered sustained outperformance on a risk-adjusted basis across their fund line-ups. Only those funds with five-year Morningstar Ratings are eligible for inclusion in the scoring. As at 31 December 2017, over 85% of T. Rowe Price’s SICAV fund range with a five-year track record had outperformed their Morningstar category median over five years.
The Thomson Reuters Lipper Fund Awards recognise those fund groups with at least five bond portfolios in the asset class with the lowest average decile ranking of the three years’ Consistent Return measure of the eligible funds in that asset class.
At the local level, we continue to strategically assess and expand our investment offerings and research capabilities to deliver investment solutions that meet the needs of investors. As of 30 April 2018, we offer a diversified range of 43 Luxembourg-domiciled SICAV funds in the Netherlands, which invest across multiple asset classes, capitalisations, sectors, styles, and regions.
Past performance is not a reliable indicator of future performance.
The value of an investment and any income from it can go down as well as up. Investors may get back less than the amount invested. ©2018 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 nor 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].
For more information on the award methodology for Thomson Reuters Lipper Fund Awards please see [http://lipperfundawards.com/Awards/Netherlands/2018/Methodology/112/Lipper_Fund_Awards_Methodology_18.3_Release]