Actively Investing In Quality Growth Companies Is What We Do Best
The combination of our quality growth approach, team and real-time access to global research allows us to get better outcomes for our investors.
WE LOOK FOR OPPORTUNITIES IN QUALITY GROWTH COMPANIES
The fund invests in quality growth companies as investing in these companies has shown to provide higher returns with lower volatility.
To us, quality growth companies are those that are attractively priced, have strong competitive positions, operate in growing industries and generate superior returns and compound value at faster rates.
We look to identify high quality stocks using our proprietary Business Quality Assessment Framework. This framework enables us to rank the quality of companies in the Australian market from highest to lowest.
OUR BUSINESS QUALITY ASSESSMENT
The T. Rowe Price proprietary Business Quality Assessment Framework groups companies into six categories based on return on capital and future growth prospects.
WE ACCESS GLOBALLY INTEGRATED RESEARCH IN REAL TIME
Our globally integrated research platform gives us access to the knowledge and insights of a global team of 216 equity professionals, including 60 portfolios managers, based in Baltimore, London, Hong Kong, Singapore and Sydney.*
Global research has become increasingly important for Australian equity funds, given that a large percentage of profits generated by Australian companies is sourced from overseas. It allows us to gain unique insights when analyzing the offshore operations of Australian businesses, as well as identifying global trends that could impact local Australian companies.
WE HAVE THE RIGHT MIX OF PEOPLE, SKILLS AND EXPERIENCE
The fund is managed by a dedicated and locally based investment team of investment professionals with an average of 14 years’ investment experience. Lead portfolio manager, Randall Jenneke, has 22 years’ experience, most recently at Schroder Investment Management where he worked as a senior portfolio manager of Australian equities before joining T. Rowe Price in 2010.
Each team member has been carefully selected based on their cultural fit and ability to bring diverse perspectives to the team. Team members come from a range of diverse backgrounds, such as geology, engineering and accounting. This ensures that the team thinks differently but works together well, identifying investment opportunities that others may miss.
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重要情報
当資料は、ティー・ロウ・プライス・アソシエイツ・インクおよびその関係会社が情報提供等の目的で作成したものを、ティー・ロウ・プライス・ジャパン株式会社が翻訳したものであり、特定の運用商品を勧誘するものではありません。また、金融商品取引法に基づく開示書類ではありません。当資料における見解等は資料作成時点のものであり、将来事前の連絡なしに変更されることがあります。当資料はティー・ロウ・プライスの書面による同意のない限り他に転載することはできません。
資料内に記載されている個別銘柄につき、売買を推奨するものでも、将来の価格の上昇または下落を示唆するものでもありません。また、当社ファンド等における保有・非保有および将来の組入れまたは売却を示唆・保証するものでもありません。投資一任契約は、値動きのある有価証券等（外貨建て資産には為替変動リスクもあります）を投資対象としているため、お客様の資産が当初の投資元本を割り込み損失が生じることがあります。
当社の運用戦略では時価資産残高に対し、一定の金額までを区切りとして最高1.265%（消費税10%込み）の逓減的報酬料率を適用いたします。また、運用報酬の他に、組入有価証券の売買委託手数料等の費用も発生しますが、運用内容等によって変動しますので、事前に上限額または合計額を表示できません。詳しくは契約締結前交付書面をご覧ください。
「T. ROWE PRICE, INVEST WITH CONFIDENCE」および大角羊のデザインは、ティー・ロウ・プライス・グループ、インクの商標または登録商標です。
ティー・ロウ・プライス・ジャパン株式会社
金融商品取引業者関東財務局長(金商)第3043号
加入協会：一般社団法人日本投資顧問業協会/一般社団法人投資信託協会
