Impact Investing

More Meaningful Returns*


Seeks to invest in quality companies that are creating a positive impact on the world

As our world evolves, the opportunities to own businesses that create a positive impact on society and the planet is broader than it has ever been in equity markets. Now, more than ever, investing successfully doesn’t have to be just about making financial returns.

The T. Rowe Price Global Impact Equity Fund targets specific companies that not only make good economic sense, but also focus on improving the world we live in.

And, it's one of only five Global Equity impact funds certified by Responsible Investment Association Australasia (RIAA). Learn more about the RIAA certification.
 

Invest in companies which make an impact1

280,000

METRIC TONS OF PLASTIC DISPOSAL

diverted by waste management systems3

Trex and Waste Connection

4.7 billion

CUBIC METERS OF WATER SAVED

by firms' products2,3

Ecolab and Mueller Water

57 million

SMALL AND MEDIUM BUSINESSES

enabled by digital solutions2

Block, Shopify, Intuit, Mercadolibre and Hubspot

Take positive action and we’ll do our part

Fill in your details to receive our extensive Client Engagement Toolkit and we'll donate A$5 to a good cause which is having positive impact.

Watch our ESG & Impact videos

The story of impact investing at T. Rowe Price

Introducing the T. Rowe Price Global Impact Equity Fund

Meet the Portfolio Manager - Hari Balkrishna

Impact investing - a year in perspective

Impact Investing Explained

Watch our series of videos where Hari Balkrishna explains the meaning of impact investing and elaborates on our impact charter, philosophy and measurements.

How we think about impact

MATERIAL

We base our stock inclusion criteria on a corporation's activities and their alignment with clearly defined impact pillars, always accounting for dimensions of positive future change.

MEASUREABLE

We quantify outcomes individually and collectively as we translate impact intentionality into a measurement framework.

ADDITIONAL

We aim to capture positive environmental and social outcomes on a global basis, but we also commimt to using our scale and resources to promote and progress the impact agenda.

RESILIENT

In an era of disruption and extreme outcomes, positive change has to be durable. Patience and collaboration will be key in pursuing good client outcomes.

T. Rowe Price 

Global Impact Equity Fund

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 appreciation as well as seeking to have a positive effect 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 three impact pillars ("Impact Pillars"):

  • Climate and resources;
  • Social equity and quality of life; and
  • Sustainable innovation and productivity.

^The Management Fee for the T. Rowe Price Global Impact Equity Fund - I Class is 0.99% 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.

Inception Date

29 March 2021

Base currency

AUD

Management Fee & Costs^

0.99% p.a.

APIR Code

ETL6342AU

Benchmark

MSCI All Country World ex Australia Index (net of withholding tax)

Past performance is not a reliable indicator of future performance.

View Important Research House Rating Information

What is ESG & Impact investing?

Impact investing is a natural extension of ESG integration

ESG integration

Incorporating environmental, social and governance factors into investment analysis for the purpose of maximising investment performance. Fiduciary duty remains top priority.

SRI strategies

Values-based investment strategies that consider not only the financial return potential of an investment, but also its impact on environmental or social change.

Impact strategies

Investments made with the intention to generate positive, measurable, environmental or social impact alongside a financial return.

 

Embedding values

Aligning ownership

Quantifying impact

ESG and Impact Investing insights

May 2022 / GLOBAL EQUITIES

Impact Investing: Why It Matters Now More Than Ever

Impact Investing: Why It Matters Now More Than Ever

Impact Investing: Why It Matters Now More...

Equity markets are vital for driving environmental and social change.

By Hari Balkrishna

Hari Balkrishna Portfolio Manager, Global Impact Equity Manager

May 2022 / INVESTMENT INSIGHTS

Impact Investing in an era of change

Impact Investing in an era of change

Impact Investing in an era of change

Impact investing lives in a complex world of risk and opportunity—one of great change...

By Hari Balkrishna

Hari Balkrishna Portfolio Manager, Global Impact Equity Strategy

June 2021 / INVESTMENT INSIGHTS

What Makes an “Impact” Investment Manager?

What Makes an “Impact” Investment Manager?

What Makes an “Impact” Investment Manager?

Understanding the required foundation to build, manage, and measure an impact portfolio

By Hari Balkrishna

Hari Balkrishna Portfolio Manager, Global Impact Equity Strategy

Want to know more? Get in touch.

If you have questions or would like more information about T. Rowe Price, please contact us.

*Investment returns are not guaranteed

1 For illustrative purposes only. The impact outcomes provided here can be susceptible to potential inconsistencies due to lack of precise information. Companies do not measure or report in a consistent or uniform way. Where information is not available we have not included a company’s contribution within the impact outcome. This means that these estimates may actually be conservative, but as company’s get better at measuring impact we expect these data points to become even more precise.

We present the estimation of short-term outcomes as well as long-term impact delivered by a sample of companies we invest in (approximately 65% of assets under management), using annual reports as well as third-party impact estimations. These contributions are based on companies’ financial year (FY) 2020, given that FY 2021 reports have not been released for all holdings at the date of writing.

Individual company results may vary significantly and may not achieve the same level of impact in the future.

2 2020 company annual report

3 Net Purpose estimate. 

T. Rowe Price Global Impact Equity Fund has been certified by the Responsible Investment Association Australasia according to the strict operational and disclosure practices required under the Responsible Investment Certification Program. See www.responsiblereturns.com.au for details. The Responsible Investment Certification Program does not constitute financial product advice. Neither the Certification Symbol nor RIAA recommends to any person that any financial product is a suitable investment or that returns are guaranteed. Appropriate professional advice should be sought prior to making an investment decision. RIAA does not hold an Australian Financial Services Licence.

Additional Disclosures

The trademarks shown are the property of their respective owners. T. Rowe Price is not endorsed, sponsored, or otherwise authorized by or affiliated with any of the trademark owners represented by these trademarks.

The specific securities identified and described are for informational purposes only and do not represent recommendations.

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).

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