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Highly-Rated Strategies

Award-winning strategies providing access to a wide range of investment opportunities.

CITYWIRE GROUP RATINGS1

T. Rowe Price achieved 25 Group Sector ratings. Of the 2,106 companies tracked by Citywire, T. Rowe Price was ranked 6th according to number of medals awarded and 1st according to number of gold and platinum ratings.
 

FUND CALIBRE ELITE RATINGS2

Best Equity fund management group T. Rowe Price International Ltd has been awarded the Elite Provider for Equities Rating and placed 4th out of 83 groups in FundCalibre’s annual Fund Management Equity Index.
 

T. Rowe Price is one of two companies that have been among the top ten companies in each of the five annual surveys conducted by Fund Calibre. This means that our equity team have outperformed over a period of time spanning almost a decade.

FE CROWN FUND RATINGS3

In the January 2019 FE Crown Fund Rating Rebalance, T. Rowe Price received the following ratings: 

NUMBER OF RATED FUNDS


FE ALPHA MANAGERS

The following T. Rowe Price Portfolio Managers are FE Alpha rated managers: 
 

David J. Eiswert

Larry J. Puglia

Michael Della Vedova

 

The Best US Equities Alpha Manager

Congratulations to Larry J. Puglia for being named the Best US Equities Alpha Manager at the 2019 FE Alpha Manager Awards!4
 



 

CONSISTENTLY MEETING EXPECTATIONS

SICAV Fund Outperformance of Morningstar Category Median as of 31 December 2018.5
 

SICAV Fund Outperformance of Morningstar Category Median as of 31 December 2018

Past performance is not a reliable indicator of future performance.

 1As of 31 January 2019. Source & Copyright: Citywire. Group Ratings by Citywire for rolling risk adjusted performance, across all management teams in a sector, over the period 31/12/2011-31/12/2018. Citywire take into account the complete stable of managers a group currently has in a sector. All the individuals’ risk adjusted performance over a seven year period are factored in, as are moves people have made and changes in responsibility. The ratings are calculated over seven years and based on an average of their managers’ three year rolling risk-adjusted returns. Where managers have moved, their track records will follow them. A final score is generated for each group, on a sector by sector basis, with current stable of managers taken into account. Those delivering excellent levels of outperformance are placed in the ratings pool. Ratings are awarded to any group that is at least one third ahead of the average score. Within this top group, 10% receive a platinum rating, the next 20% a gold rating, the next 30% a silver rating, and the remaining 40% a bronze rating. Not all strategies included in the group ratings are available in all jurisdictions. The ratings are provided for information only and are not intended to be an endorsement, offer or solicitation for the sale of any product or service.


2 FundCalibre: All data used to compile the index is taken from Financial Express Analytics, five years to 31.12.2018. To read more about the Fund Management Equity Index methodology, visit https://www.fundcalibre.com/about-us/what-is-the-elite-rating. This Equity Index looks at all actively managed equity funds recognised by the Investment Association and compares them with their sector averages over a five year time frame.
 

 This rating relates to the SICAV Fund which is managed in the same way as the OEIC Fund but has a longer track record. © 2019 FE. All Rights Reserved. The information, data, analyses, and opinions contained herein (1) include the proprietary information of FE, (2) may not be copied or redistributed, (3) do not constitute investment advice offered by FE, (4) are provided solely for informational purposes and therefore are not an offer to buy or sell a security, and (5) are not warranted to be correct, complete, or accurate. FE shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use. FE does not guarantee that a fund will perform in line with its FE Crown Fund Rating as it is a reflection of past performance only. Likewise, the FE Crown Fund Rating should not be seen as any sort of guarantee or assessment of the creditworthiness of a fund or of its underlying securities and should not be used as the sole basis for making any investment decision. https://www.trustnet.com/learn/learnaboutinvesting/FE Crown Fund Ratings.html
 

4 FE Alpha Managers rate the performance of a fund manager over their career regardless of the number of funds they have managed or number of places worked. They are designed to distinguish fund managers who have consistently performed well over the longer term. Only the top 10% of managers will receive this accolade. Measured from 01/01/2000 the rating considers all fund managers running IA unit trusts and OEICs, Investment Trusts and offshore collectives for sale in the UK, with at least one fund being an IA unit trust or OEIC.
 

 The outperformance figures are based on rankings of our A share classes where available and I share classes for those funds that do not have an A share class. © 2019 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (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.



 

News
2018 Investment Accolades
03-Sep-2018
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