DYNAMIC GLOBAL BOND FUND OVERVIEW
Dynamic Global Bond Fund
October 2014
The Dynamic Global Bond Fund seeks to provide attractive, stable income and downside risk protection through dynamic, flexible portfolio management:
Dynamic management:
Our experienced team of senior investment professionals reviews the full universe to identify attractive investment ideas, combining them to generate income on a risk-adjusted basis.
Flexible approach:
Our focus is on active allocation to global government bonds and attractive opportunities in credit markets in order to build a solid fixed income portfolio capable of withstanding variable market conditions, irrelevant of any benchmark.
WHY THIS BOND FUND?
Potential for long-term, consistent, sustainable income:
Aims to deliver a 2% return over the Bloomberg AusBond Bank Bill Index on an annual basis over a three- to five-year investment horizon, with income distributions paid quarterly.
Global reach for better income potential:
Exposure to a broad spectrum of investment opportunities with income potential across asset classes; sectors; and, ultimately, issuers, including the full capital structure.
Focus on downside protection:
Active use of different opportunities in countries that issue government bonds as well as in credit markets to build a more robust fixed income portfolio.
Diversified approach to equity market volatility:
Preference for a high-quality, low-risk fixed income portfolio with a duration profile that may benefit during times of equity market volatility.
Team led by Arif Husain:
Head of International Fixed Income with 19 years of investment experience, Arif can draw on a very significant platform involving more than 20 experienced portfolio managers and over 70 credit and quantitative analysts to uncover the best opportunities.
WHO SHOULD INVEST?
The fund may be a good choice for investors who:
| Seek a reliable, sustainable income stream (for instance, retirees) |
Have a conservative risk profile and seek capital preservation |
Want their fixed income portfolio to help smooth total returns in equity down markets |
IMPORTANT INFORMATION
This material is being furnished for general informational and/or marketing purposes only. The material does not constitute or undertake to give advice of any nature, including fiduciary investment advice, nor is it intended to serve as the primary basis for an investment decision. Prospective investors are recommended to seek independent legal, financial and tax advice before making any investment decision. T. Rowe Price group of companies including T. Rowe Price Associates, Inc. and/or its affiliates receive revenue from T. Rowe Price investment products and services. 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.
The material does not constitute a distribution, an offer, an invitation, a personal or general recommendation or solicitation to sell or buy any securities in any jurisdiction or to conduct any particular investment activity. The material has not been reviewed by any regulatory authority in any jurisdiction.
Information and opinions presented have been obtained or derived from sources believed to be reliable and current; however, we cannot guarantee the sources' accuracy or completeness. There is no guarantee that any forecasts made will come to pass. The views contained herein are as of the date noted on the material and are subject to change without notice; these views may differ from those of other T. Rowe Price group companies and/or associates. Under no circumstances should the material, in whole or in part, be copied or redistributed without consent from T. Rowe Price.
The material is not intended for use by persons in jurisdictions which prohibit or restrict the distribution of the material and in certain countries the material is provided upon specific request.
It is not intended for distribution retail investors in any jurisdiction.
2014-GL-148
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.
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