Hari Balkrishna, Portfolio Manager, Global Impact Equity discusses Badger Meter from the Impact Sub-pillar Promoting Healthy Ecosystems.
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*Investment returns are not guaranteed.
Impact Investing Case Studies
Badger Meter
Trane Technologies
Hari Balkrishna, Portfolio Manager, Global Impact Equity discusses Trane Technologies from the Impact Sub-pillar Reducing Greenhouse Gases.
Evotec
Hari Balkrishna, Portfolio Manager, Global Impact Equity discusses Evotec from the Impact Sub-pillar Improving Health.
Nu Holdings
Hari Balkrishna, Portfolio Manager, Global Impact Equity discusses Nu Holdings from the Impact Sub-pillar Enabling Social Equity.
Invest in companies which make an impact
Impact investing examples
TOMRA SYSTEMS
Did you know each year, 1.4 trillion beverage containers are used around the world and 500 billion beverage bottles are produced each year?1
Learn how Tomra is helping plastic pollution by promoting waste collection and recycling.
EVOTEC
The UNCTAD estimates that UN SDG 3 (Good Health and Well-Being) is underfunded by USD 140 billion annually.2
Find out how Evotec is helping the world's largest pharmaceutical companies close the gap.
SYNOPSYS
Digitalization is driving global innovation everywhere from healthcare, to financial inclusion, to the climate transition, accelerating the need for more advanced, more efficient semiconductor chips.
Learn how Synopsys are helping design the world’s most advanced semiconductor chips.
Education Series Video 1:
The importance of public markets for impact investing
Portfolio Manager Hari Balkrishna talks about the importance of both public and private market capital going towards delivering on the UN SDGs and how impact investing is helping drive a positive outcome.
This video is part of an Education Series, where Hari Balkrisha and Alexandra Brown, Founder and CEO of Ethical Invest Group, share important tips and insights for having better client conversations around impact and responsible investing.
Watch video: Introducing the T. Rowe Price Global Impact Equity Fund
Investing used to just be about making a meaningful return on your investment. But what if your investment could not only deliver a return on your investment, but also do more good, both environmentally and socially for the world we all live in?
The opportunities now to own quality businesses that create a positive impact on society and the planet are broader than they have ever been in equity markets.
The T. Rowe Price Global Impact Equity Fund targets specific companies that not only make good economic sense, but also focus on making the world a better place for all.
It’s really about pursuing more meaningful returns for investors who care.
All the tools you need, delivered to your inbox.
And we’ll even donate A$5 on your behalf.
Fill in your details to receive our new Impact newsletter and extensive Client Engagement Toolkit and we'll donate A$5 to a good cause which is having positive impact.
Q&A
Meet the Portfolio Manager
Q&A with Hari Balkrishna, Portfolio Manager on why he believes the market is ready for investors seeking to make a more active and conscious choice to favor companies that can delivery positive environmental and social impact.
RESOURCES
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.
Can Impact Investing Tackle ESG Fractures?
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 0.85% 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.
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)
Past performance is not a reliable indicator of future performance.
Global Impact Equity Strategy Annual Report
Our second Global Impact Equity Strategy annual report articulates our impact journey and 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.
In the report we estimate some short-term outcomes, as well as long-term impact delivered by a sample of companies we invest in. We demonstrate how we seek to deliver impact in more ways than simply owning companies whose business activities lead to positive social and environmental outcome.
Global Impact Equity Report Introductory Video
Find out more about our second Global Impact Equity impact annual report.
ESG and Impact Investing insights
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
2 World Investment Report 2020, UNCTAD (United Nations Conference on Trade and Development)
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 or statement of opinion intended to influence a person or persons in making a decision in relation to investment. It does not represent all of the securities purchased, sold, or recommended for the portfolio, and no assumptions should be made that the securities identified and discussed were or will be profitable.
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. 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).
202310-3161928