As one of the largest active managers of US equities globally, with over eight decades of experience, we are ideally positioned to deliver opportunities across a range of US equities.
Heritage
Investing in US equities since 1937
Access
$979bn USD* assets under management in US equities
Insights
Breadth and depth of expert research and analysis
Political blog
Read our US political analyst’s blog posts for updates from Washington with an investment slant.
Our funds
We have a comprehensive range of actively managed US equity funds, across style and market cap, available to you and your clients.
US Large Cap Growth Equity Fund
A large cap growth fund seeking firms that demonstrate innovation and change.
Risks - The following risks are materially relevant to the fund: Small and mid-cap risk, Volatility risk.
Past performance is not a reliable indicator of future performance.
Morningstar star rating applies to T. Rowe Price Funds SICAV US Large Cap Growth Equity Fund as at 31 May 2021. Silver ratings as at 27 August 2020.
* The manager is not constrained by the fund’s benchmark, which is used for performance comparison purposes only.
SICAV inception date
31 July 2003
BENCHMARK *
Russell 1000 Growth Index Net 15% withholding tax
Lead Portfolio Manager
Taymour Tamaddon
Morningstar star rating applies to T. Rowe Price Funds SICAV US Large Cap Growth Equity Fund as at 31 May 2021. Silver ratings as at 27 August 2020.
* The manager is not constrained by the fund’s benchmark, which is used for performance comparison purposes only.
US Blue Chip Equity Fund
A large/mid cap core growth fund seeking companies with strong earnings growth and durable free cash flow.
Risks - The following risks are materially relevant to the fund: Style risk, Volatility risk.
Past performance is not a reliable indicator of future performance.
Morningstar star rating applies to T. Rowe Price Funds SICAV US Blue Chip Growth Equity Fund as at 31 May 2021. Silver ratings as at 27 August 2020.
* The manager is not constrained by the fund’s benchmark, which is used for performance comparison purposes only.
SICAV inception date
28 June 2001
BENCHMARK *
S&P 500 Index
Net 30% Withholding Tax
Lead Portfolio Manager
Larry Puglia
Morningstar star rating applies to T. Rowe Price Funds SICAV US Blue Chip Growth Equity Fund as at 31 May 2021. Silver ratings as at 27 August 2020.
* The manager is not constrained by the fund’s benchmark, which is used for performance comparison purposes only.
US Equity Fund
A large cap core fund seeking high-quality secular growth companies, irrespective of style.
Risks - The following risks are materially relevant to the fund: Volatility risk.
Past performance is not a reliable indicator of future performance.
Morningstar star rating applies to T. Rowe Price Funds SICAV US Equity Fund as at 31 May 2021.
* The manager is not constrained by the fund’s benchmark, which is used for performance comparison purposes only.
SICAV INCEPTION DATE
26 June 2009
BENCHMARK *
S&P 500 Net 15% Withholding Tax
LEAD PORTFOLIO MANAGER
Jeff Rottinghaus
Morningstar star rating applies to T. Rowe Price Funds SICAV US Equity Fund as at 31 May 2021.
* The manager is not constrained by the fund’s benchmark, which is used for performance comparison purposes only.
US Large Cap Value Equity Fund
A large cap fund seeking companies undervalued relative to their long‑term economic value.
Risks - The following risks are materially relevant to the fund: Small and mid-cap risk, Volatility risk.
Past performance is not a reliable indicator of future performance.
Morningstar star rating applies to T. Rowe Price Funds SICAV US Large Cap Value Equity Fund as at 31 May 2021.
* The manager is not constrained by the fund’s benchmark, which is used for performance comparison purposes only.
SICAV INCEPTION DATE
28 June 2001
BENCHMARK *
Russell 1000 Value Index Net 15% withholding tax
Co-Portfolio Manager
Heather McPherson
Morningstar star rating applies to T. Rowe Price Funds SICAV US Large Cap Value Equity Fund as at 31 May 2021.
* The manager is not constrained by the fund’s benchmark, which is used for performance comparison purposes only.
US Smaller Companies Equity Fund
A fund seeking attractive companies from across the full US smaller companies universe.
Risks - The following risks are materially relevant to the fund: Small and mid-cap risk, Volatility risk.
Past performance is not a reliable indicator of future performance.
Morningstar star rating applies to T. Rowe Price Funds SICAV US Smaller Companies Equity Fund as at 31 May 2021.
* The manager is not constrained by the fund’s benchmark, which is used for performance comparison purposes only.
SICAV inception date
28 June 2001
BENCHMARK *
Russell 2500 Index Net 15%
Portfolio Manager
Curt Organt
Morningstar star rating applies to T. Rowe Price Funds SICAV US Smaller Companies Equity Fund as at 31 May 2021.
* The manager is not constrained by the fund’s benchmark, which is used for performance comparison purposes only.
General fund risks - to be read in conjunction with the fund specific risks above. Capital risk, Equity risk, ESG and Sustainability risk, Geographic concentration risk, Hedging risk, Investment fund risk, Management risk, Operational risk.
US Equity Strategies
Understanding How our Active Approach Can Benefit Clients
Fundamental analysis, backed by our experienced research teams, is the core of our active investment approach and provides a strong foundation for stock selection. To uncover opportunities for our clients, we constantly analyse markets and the companies within them.
To evaluate our approach, we conducted an annual study of the performance of T. Rowe Price’s U.S. equity strategies over the past 20 years.
Download the report to read our findings.
Our thinking
Want to know more? Get in touch.
If you have questions or would like more information about T. Rowe Price please contact us.
Milan, Italy
Via San Prospero 1
5th floor
20121 Milan
Italy
+ 39 (0)23 0300 200
*All figures are as at 31 December 2020 unless stated otherwise. Total US Equity Assets: US$ 979.0 billion. As of 31 December 2020. US Equity AUM includes assets managed by T. Rowe Price Associates, Inc. and its investment advisory affiliates.
EEA ex-UK and ex-Netherlands – Unless indicated otherwise this material is issued and approved by T. Rowe Price (Luxembourg) Management S.à r.l. 35 Boulevard du Prince Henri L-1724 Luxembourg which is authorised and regulated by the Luxembourg Commission de Surveillance du Secteur Financier. For Professional Clients only.
Switzerland – Issued in Switzerland by T. Rowe Price (Switzerland) GmbH, Talstrasse 65, 6th Floor, 8001 Zurich, Switzerland. First Independent Fund Services Ltd, Klausstrasse 33, CH-8008 Zurich is Representative in Switzerland. Helvetische Bank AG, Seefeldstrasse 215, CH-8008 Zurich is the Paying Agent in Switzerland. For Qualified Investors only.