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T. Rowe Price recognised by Morningstar Awards for “Investing Excellence”

 

 

Our best success is consistency

At the Morningstar Portugal Fund Awards 2020, T. Rowe Price was named Best Fixed Income Fund House for the fourth year running, and Best Overall Fund House for the third consecutive year. 

 

We believe that these awards reflect the value of our strategic investment approach, with our rigorous and independent investment and research teams targeting long-term value for our clients. 

 

The Morningstar Fund House Awards were set up to recognise fund ranges shown to have the ability to earn strong long-term returns without undue risk, across the various fund categories. Only funds with a five-year Morningstar rating track record are eligible. As at 31 December 2019, 82% of the T. Rowe Price SICAV range achieved above-median performance in the relevant Morningstar category over 10 years. This track record means that we are able to ensure a high level of client satisfaction.

 

With more than US $1.2 trillion under management**, we are one of the world’s biggest asset managers. We put everything we’ve learnt in over 80 years of experience at the service of advisors and the financial objectives of their clients. We have one of the biggest buy-side research platforms worldwide, with 608 investment professionals, and analysts from 22 countries** who speak more than 20 languages. These are the resources that enable us to go beyond the numbers. 

 

At local level, we continue to evaluate and develop the supply of investment and research capacity on a strategic basis to offer investment solutions that meet investors’ needs.  

 

Discover the full range of T. Rowe Price funds

 


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.

©2020 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 to 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.


**Figures as of 31 December 2019. Total AUM includes the assets managed by T.Rowe Price Associates, Inc and its investment advisory affiliates. 

 

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