AUSTRALIAN EQUITY FUND OVERVIEW
Australian Equity Fund
March 2015
Not all active Australian equity funds are created equal. Some managers are highly active, whereas others merely claim to be while staying close to the index. How active a fund is can profoundly impact its ability to outperform the market on an after-fees basis.
At T. Rowe Price, we seek to create the additional value clients require from active management.
WHY THIS AUSTRALIAN EQUITY FUND?
Highly experienced team
- Seasoned team, led by Randal Jenneke, has invested through many different business cycles and events.
- Deep sector thinking is complemented by diverse backgrounds and market knowledge.
Robust and enviable investment process
- A quality growth investor, we seek out quality in the market when it is undervalued.
- Do this through applying a rigorous assessment process that aims to identify the quality of a business.
Global edge
- Global perspective also enables us to spot trends and opportunities in overseas markets, then seek to capitalise on these as they flow through the Australian market.
WHO SHOULD INVEST?
The fund may be a good choice for investors who:
| Want to achieve long-term capital growth by investing in higher quality Australian shares | Are looking for a quality actively managed Australian share fund for their portfolio |
Have a long time horizon and a moderate risk profile |
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.
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