GLOBAL EQUITY FUND OVERVIEW
Global Equity Fund
June 2015
WHY THIS GLOBAL EQUITY FUND?
Growth
- Seeks to invest in companies with superior and sustainable growth characteristics.
High conviction
- Best ideas portfolio driven by stock selection not benchmarks.
Truly global
- Offers distinctive investment options with exposure to developed and selective emerging and frontier markets.
World-class research platform
- Leverages the insights of our extensive research platform and our global sector and regional equity strategies.
WHO SHOULD INVEST?
The fund may be a good choice for investors who:
| Seek a core fund for their global equity allocation | Seek a diversified fund typically holding between 90 and 145 securities |
Are willing to accept the risk of a portfolio unhedged for foreign currency exposures |
Source for performance: T Rowe Price. Net of fees performance is based on end of month redemption prices after the deduction of fees and expenses and the reinvestment of all distributions. Daily performance (MTD, QTD, and YTD) data is based on the latest available NAV minus one business day.
The website is maintained by T. Rowe Price Australia Limited (ABN: 13 620 668 895 and AFSL: 503741), Level 50, Governor Phillip Tower, 1 Farrer Place, Suite 50B, Sydney, NSW 2000, Australia.
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 and AFSL: 503741) are, respectively, the responsible entity and investment manager of the T. Rowe Price Australian Unit Trusts. A Target Market Determination for each T. Rowe Price Australian Unit Trust (or class of units in a Trust) is available here (http://www.eqt.com.au/insto). A Target Market Determination is a document which is required to be made available from 5 October 2021. 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.
For Wholesale Clients only.
The fund aims to provide long-term capital appreciation by investing in a portfolio of securities of companies which are traded or listed on exchanges and/or markets throughout the world, including developed, emerging and frontier markets.
RELATED FUND
AUT
Class I
APIR Code ETL0071AU
High conviction, global equity portfolio seeking to invest in companies with above-average and sustainable growth characteristics.
Class S PDS
Class I PDS
Client Fund Profile
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Class S PDS
Class I PDS
Client Fund Profile
PERFORMANCE REPORT
