NEWS

2019 Investment Accolades

 

 

T. Rowe Price has been named Best Fixed Income Fund House at the 2019 Morningstar Netherland Fund Awards. In 2019, from Thomson Reuters Lipper Fund Awards, we have also been named Emerging Markets Local Currency over 3 years, US Equity over 10 years and US Equities Small & Mid Cap over 5 and 10 years.

 

We believe these awards are testament to the ability of our strategic investing approach, underpinned by the rigour of our independent research and experienced investment teams, to create value for our clients over the longer term.

 

The Morningstar Fund House Awards recognise those fund families that have delivered sustained outperformance on a risk-adjusted basis across their fund line-ups. Only those funds with five-year Morningstar Ratings are eligible for inclusion in the scoring. As at 31 December 2019, over 79% of T. Rowe Price’s SICAV fund range with a five-year track record had outperformed their Morningstar category median over five years.

 

The Thomson Reuters Lipper Fund Awards recognise those fund groups with at least five bond portfolios in the asset class with the lowest average decile ranking of the three years’ Consistent Return measure of the eligible funds in that asset class.

 

At the local level, we continue to strategically assess and expand our investment offerings and research capabilities to deliver investment solutions that meet the needs of investors. As of 31 March 2019, we offer a diversified range of 43 Luxembourg-domiciled SICAV funds in the Netherlands, which invest across multiple asset classes, capitalisations, sectors, styles, and regions.
 

2018 Morningstar Awards

 

T. Rowe Price has been named Best Overall Fund House and Best Fixed Income Fund House at the 2018 Morningstar UK Fund Awards.

 

The Morningstar Fund House Awards recognise those fund families that have delivered sustained outperformance on a risk-adjusted basis across their fund line-ups. Only those funds with five-year Morningstar Ratings are eligible for inclusion in the scoring.

 

Thompson Reuters Lipper Fund Awards

 

The Thomson Reuters Lipper Fund Awards have recognised the following funds:

  • 5 years T. Rowe Price European High Yield Bond A EUR
  • 10 years T. Rowe Price US Large Cap Growth Equity A USD
  • 10 years T. Rowe Price US Smaller Companies Equity A USD

 

Rayner Spencer Mills Highly Commended - Best Equity Group
 

 

T. Rowe Price received a highly commended award for the Best Equity Group, having been voted for by the Rayner Spencer Mills adviser community for having achieved consistent superior results on behalf of investors in 2018.
 

This award recognises those fund managers and fund groups that are most valued by the Rayner Spencer Mills Research (RSMR) community.
 

The Methodology for the RSMR (Rayner Spencer Mills Research) Awards are as follows:

  1. The fund has to be RSMR rated to be in the review.

  2. The fund has to have a three year track record.

  3. The quantitative analysis is based on cumulative and discrete period data with funds scored on their quartile positioning.

  4. Information ratio is also considered as a risk vs return check.

  5. Each of the RSMR investment managers then applies their own individual qualitative perspective on the funds and votes for their top two funds.

  6. The fund with the highest number of votes and quantitative score wins – the highly commended fund is in second position.

 

We believe these awards are testament to the ability of our strategic investing approach, underpinned by the rigour of our independent research and experienced investment teams, to create value for our clients over the longer term.

 

We continue to strategically assess and expand our investment offerings and research capabilities to deliver investment solutions that meet the needs of investors.

 

Our award-winning range of SICAV funds, on which our OEIC range is based, offers clients a diverse array of investment strategies aligned to their needs.

 

As of 31 May 2018, we offer a range of 11 OEIC funds, which invest across multiple asset classes, capitalisations, sectors, styles, and regions.

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. ©2019 Morningstar, Inc.  All Rights Reserved.  The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely.  Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. For more information on the award methodology please see Morningstar website.

For more information on the award methodology for Thomson Reuters Lipper Fund Awards please see the Lipper Fund Awards website.
 

201903-786034

 

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