NEWS

Investment Accolades

Capital-Fonds-Kompass 2021


T. Rowe Price has received the highest rating “5 stars” at Fonds-Kompass 2021 from Capital (magazine) in Germany for the third time.


 

We believe these awards are testament to the ability of our strategic investing approach, underpinned by the rigour of our independent research and experienced investment teams, to create value for our clients over the longer term.

 

Capital determined the best fund company in cooperation with the rating agency Scope Analysis and the consulting firm Tetralog Systems. The analysis, which covered a total of 4546 individual funds from 100 companies in 2021, is being carried out by Capital for the 19th time. Capital recognises those fund groups with “5 stars” ratings that manage at least 31 funds (“Universalists”), have a long-term above-average performance and an experienced management for many asset classes.

 


2020 Morningstar Awards 

March 2020

T. Rowe Price has been named “Best Overall Fund House” and “Best Fixed Income Fund House” at the 2020 Morningstar Germany Fund Awards. 
 

The Morningstar Fund House Awards recognise those fund families that have delivered sustained outperformance on a risk-adjusted basis across their fund line-ups. Only those funds with five-year Morningstar Ratings are eligible for inclusion in the scoring. 

 

Best Overall Fund House

Best Fixed Income Fund House




“Best foreign fund management company Austria 2019”

December 2019

About the rankings: The distinction “Best finance company Austria 2019” is awarded by finance magazine Börsianer on the basis of qualitative and quantitative methods using a three-pillar scoring model and evaluated by BDO Austria. The aim of the golden rankings is to give clients of banks, insurance companies, fund management companies and pension and provident funds an overview of the best companies in Austria. Awards are given to a total of 13 overall and category winners, as well as special awards for sustainability and innovation. Börsianer is regarded in industry circles as a key source of information and its rankings are a recognised benchmark in the national finance industry.

 



Fonds-Kompass 2019

 

 

T. Rowe Price has received the highest rating “5 stars” at Fonds-Kompass 2019 from Capital (magazine) in Germany for the third consecutive year.

 

We believe these awards are testament to the ability of our strategic investing approach, underpinned by the rigour of our independent research and experienced investment teams, to create value for our clients over the longer term.

 

Capital recognises those fund groups with “5 stars” ratings that manage at least 34 funds (“Universalists”), have a long-term above-average performance and an experienced management for many asset classes.

 

At the local level, we continue to strategically assess and expand our investment offerings and research capabilities to deliver investment solutions that meet the needs of investors. As of 31 March 2019, we offer a diversified range of 43 Luxembourg-domiciled SICAV funds in Germany and Austria, which invest across multiple asset classes, capitalisations, sectors, styles, and regions.


 

2018 Morningstar Awards

T. Rowe Price has been named Best Overall Fund House and Best Fixed Income Fund House at the 2018 Morningstar UK Fund Awards.

The Morningstar Fund House Awards recognise those fund families that have delivered sustained outperformance on a risk-adjusted basis across their fund line-ups. Only those funds with five-year Morningstar Ratings are eligible for inclusion in the scoring.

 


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. For more information on Fonds-Kompass please see the Capital website.

 

201903-786034

 

 

Global Equities
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