T. Rowe Price Global Equity Fund - A Truly Global Portfolio

2016years10month

Scott Berg , 首席基金經理

A truly global opportunity set rolled into one, the T. Rowe Price Global Equity Fund is a high-conviction, global equity portfolio targeting companies with above-average, sustainable growth characteristics.

Its unique differentiator is its ‘go anywhere’ approach as the Fund seeks to provide your clients access to the highest quality growth names across developed, emerging and frontier market regions. For example, the Fund currently invests in 29 countries with 25.5%* exposure to emerging markets – far greater than other competing global equity investments domiciled in Australia which can be around 15 countries and 7.2%* exposure to emerging markets.

Why this Fund?

Actively managed, the portfolio was designed to provide clients with:

High conviction investment ideas

True global exposure

Access to growth companies

Hedged and Unhedged Options

Following client demand and to cater for the varying market conditions, a hedged version of the Fund has been developed to help minimise foreign currency related fluctuations. Your clients, depending on their circumstances, now have the flexibility to invest in the relevant investment vehicle to help address their investment goals and needs.

Following client demand and to help minimise foreign currency related fluctuations, a hedged version of the Fund is also available should your clients require this type of investment capability.

Access to a Specialist Investment Team

The Fund is managed by Scott Berg, a highly respected investment professional who is supported by a world class equity research platform comprising of over 150 research professionals¹. Scott and his team conduct extensive research to ensure that they are adding high quality growth companies into the portfolio whilst leveraging a world class research capability, to invest wherever in the world the best opportunities for growth lie.

Constructing a Portfolio of High – Conviction Global Stock Ideas

*As of 30 September 2016. Other Global Funds are Australian domiciled funds in the Australia OE Equity World Large Growth - Morningstar Category. In total there are 57 funds, of which 47 reported data. Numbers reflect the median of countries and emerging market exposure of these 47 funds.

¹ As of 30 June 2016

2016-GL-5046

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