Our base case for a cautious investment stance with a focus on quality defensive stocks remains on track.
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Randal Jenneke shares why it was a solid Q2 2023
July 2023
Introducing the T. Rowe Price Australian Equity Fund
If you're looking for a portfolio of high-quality Australian companies, with the ability and track-record to sustainably and significantly grow, it makes sense to invest in a strategy which is driven by expert local knowledge, supported by a vast global investment ecosystem.
2023 Australia Midyear Outlook
Our Competitive Edge
Our investment advantage
- Experienced investors who have navigated their way through many market cycles
- Access to a world class platform – our global perspective provides an information advantage
- Limited exposure to extreme market movements with a focus on quality companies
- High conviction portfolio with over 50% active share1
- ESG integrated-proprietary ESG screening tool provides greater insight into “bad actors”
1 as of 30 September 2022
Our global research ecosystem
As a leading, global active manager, we believe our clients’ portfolios are too important to be on autopilot.
That’s why our team of over 9402 investment professionals globally conduct rigorous research to uncover opportunities for clients, going beyond the numbers, into the field and extracting forward-looking insights.
Our approach to active management is backed by the deep experience of our investment teams and the prudent risk management frameworks we apply.
2 as of 30 September 2022
T. Rowe Price Australian Equity Fund
I Class
The T. Rowe Price Australian Equity Fund is an actively managed Australian equity portfolio seeking to invest in high-quality companies with strong and sustainable growth characteristics.
Indirect costs are calculated and incorporate estimated amounts with reference to the relevant costs incurred during the previous financial year ended 30 June. Please refer to the Product Disclosure Statement for the Fund for further details.
1 The Management Fee for the T. Rowe Price Australian Equity Fund – I class is 0.60% p.a. and the Indirect Cost is 0.00% p.a
APIR
ETL0328AU
ARSN
155 367 481
Benchmark
S&P/ASX 200 Total Return Index
Base currency
AUD
Minimum investment
$500,000
Minimum suggested time frame
5 years
Management fee
0.60% pa1
Distribution frequency
Annually
Indirect costs are calculated and incorporate estimated amounts with reference to the relevant costs incurred during the previous financial year ended 30 June. Please refer to the Product Disclosure Statement for the Fund for further details.
1 The Management Fee for the T. Rowe Price Australian Equity Fund – I class is 0.60% p.a. and the Indirect Cost is 0.00% p.a
Past performance is not a reliable indicator of future performance.
T. Rowe Price Australian Equity SMA
The T. Rowe Price Australian Equity Model Portfolio (SMA) is an actively managed strategy seeking to invest in high-quality companies with strong and sustainable growth characteristics.
Benchmark
S&P/ASX 200 Total Return Index
Base currency
AUD
Minimum suggested time frame
5 years
Indicative number of securities
25-30
Past performance is not a reliable indicator of future performance.
T. Rowe Price Australian Equity Fund
S Class
The T. Rowe Price Australian Equity Fund is an actively managed Australian equity portfolio seeking to invest in high-quality companies with strong and sustainable growth characteristics.
Indirect costs are calculated and incorporate estimated amounts with reference to the relevant costs incurred during the previous financial year ended 30 June. Please refer to the Product Disclosure Statement for the Fund for further details.
1 The Management Fee for the T. Rowe Price Australian Equity Fund – S class is 0.80% p.a. and the Indirect Cost is 0.00% p.a.
APIR
ETL0493AU
ARSN
155 367 481
Benchmark
S&P/ASX 200 Total Return Index
Base currency
AUD
Minimum investment
$50,000
Minimum suggested time frame
5 years
Management fee
0.80% pa1
Distribution frequency
Annually
Indirect costs are calculated and incorporate estimated amounts with reference to the relevant costs incurred during the previous financial year ended 30 June. Please refer to the Product Disclosure Statement for the Fund for further details.
1 The Management Fee for the T. Rowe Price Australian Equity Fund – S class is 0.80% p.a. and the Indirect Cost is 0.00% p.a.
Past performance is not a reliable indicator of future performance.
Hear from our Head of Research
Ryan Martyn, Head of Research, explains how they choose investments and the role of valuation in the process.
Introducing the T. Rowe Price Australian Equity Fund
Introducing the T. Rowe Price Australian Equity Model Portfolio (SMA)
Latest Australian Equities insights
Want to know more? Get in touch.
If you have questions or would like more information about T. Rowe Price, please contact us.
Important Information
Equity Trustees Limited (“Equity Trustees”) (ABN: 46 004 031 298, AFSL: 240975) is a subsidiary of EQT Holdings Limited (ABN: 22 607 797 615), a publicly listed company on the Australian Stock Exchange (ASX:EQT). Equity Trustees and T. Rowe Price Australia Limited ("TRPAU") (ABN: 13 620 668 895, AFSL: 503741) are, respectively, the responsible entity and investment manager of the T. Rowe Price Australian Unit Trusts. Available in Australia for Wholesale Clients only.
A Target Market Determination for each T. Rowe Price Australian Unit Trust (or class of units in a Trust) is available here (www.eqt.com.au/insto). It describes who the financial product is likely to be appropriate for (i.e. the target market), and any conditions around how the product can be distributed to investors. It also describes the events or circumstances where Equity Trustees Limited, the responsible entity of the T. Rowe Price Australian Unit Trusts may need to review the Target Market Determination for the financial product.
Past performance is not a reliable indicator of future performance. The price of any fund may go up or down. Investment involves risk including a possible loss to the principal amount invested. For general information purposes only, does not take into account the investment objectives, financial situation or needs of any particular investor. For further details, please refer to each fund's product disclosure statement and reference guide which are available from Equity Trustees (www.eqt.com.au/insto) or TRPAU (www.troweprice.com.au).