NEWS

Highly-Rated Strategies


CITYWIRE GROUP RATINGS1

T. Rowe Price achieved 27 Group Sector ratings. Of the 2,111 companies tracked by Citywire, T. Rowe Price was ranked 1st according to number of medals awarded and 2nd according to number of gold and platinum ratings.

 


 

MORNINGSTAR

Our investment strategies have on average delivered strong long-term performance.2


SICAV Fund Outperformance of Morningstar Category Median as of 31 December 2019

 

 



Past performance is not a reliable indicator of future performance.

 1 As of 31 December 2019. Source & Copyright: Citywire. Group Ratings by Citywire for rolling risk adjusted performance, across all management teams in a sector, over the period 31/07/2012- 31/12/2019. Citywire take into account the complete stable of managers a group currently has in a sector. All the individuals’ risk adjusted performance over a seven year period are factored in, as are moves people have made and changes in responsibility. The ratings are calculated over seven years and based on an average of their managers’ three year rolling risk-adjusted returns. Where managers have moved, their track records will follow them. A final score is generated for each group, on a sector by sector basis, with current stable of managers taken into account. Those delivering excellent levels of outperformance are placed in the ratings pool. Ratings are awarded to any group that is at least one third ahead of the average score. Within this top group, 10% receive a platinum rating, the next 20% a gold rating, the next 30% a silver rating, and the remaining 40% a bronze rating. Not all strategies included in the group ratings are available in all jurisdictions. The ratings are provided for information only and are not intended to be an endorsement, offer or solicitation for the sale of any product or service.


© 2020 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (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 for any damages or losses arising from any use of this information. The outperfomance figures are based on rankings of our A share classes where available and I share classes for those funds that do not have an A share class.

 

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RELATED FUND
SICAV
Class I
ISIN LU0382931417
An actively managed, diversified growth portfolio of around 70-100 small- and mid-cap European companies. Environmental, Social and Governance (ESG) considerations are integrated into the investment process as a component of the investment decision. The fund is categorised as Article 8 under Sustainable Finance Disclosure Regulation (SFDR).
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RELATED FUND
SICAV
Class I
ISIN LU0143563046
We look for companies that we believe have the potential for improving economic returns in the future and that we can buy at an attractive price. In a world of secular change, this means understanding the forces enhancing or erasing durable competitive advantage to correctly identify the winners and losers ahead of the market. The manager is not constrained by the funds benchmark, which is used for performance comparison purposes only.
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RELATED FUND
SICAV
Class I
ISIN LU0230817925
An actively managed, diversified all-cap portfolio offering exposure to typically 60-80 of our best growth ideas in Japan. We seek to buy durable companies where we believe we have an insight into the potential for rising shareholder value typically coming from structural changes or fundamental transformation.
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