What sets T. Rowe Price apart ?
Since our formation in 1937, we have had one purpose: To meet our clients’ individual needs, helping them achieve their long-term financial goals. We aim to deliver global investment management excellence that you can rely on for the long term.
As a global investment manager with AUD $2,164.2bn in assets under management1, we focus on actively listening and anticipating the types of strategies that respond to our clients’ needs. With clients in 49 countries, we offer a broad range of strategies all powered by one of the largest and most experienced global research platforms in the industry, which helps uncover the most attractive investments worldwide.
Direct access to our managed investment funds
Since 2008, we have been providing Australian clients access to our world class investment capabilities, we are now pleased to provide direct access to individual and SMSF investors to our managed investment funds.
700+ Investment Professionals
Over 700 of our investment professionals go out into the field to see the companies we invest in firsthand2. By meeting with executives and employees, they can ask the right questions to gain a deeper understanding of where a company stands today—and where it could go in the future.
Our skilled portfolio managers average 22 years in the industry and 17 years with T. Rowe Price3. They leverage our firm’s size, resources, and rigorous proprietary research to go deeper for you.
Prudent Risk Management
We understand the geopolitical, market, and economic factors that can affect your investments. We carefully manage risk—while seeking to maximize value for you over longer time horizons.
Our Commitment to ESG
Our Managed Funds
T. Rowe Price Global Equity Fund
High-conviction, global equity portfolio seeking to invest in companies with above-average and sustainable growth characteristics.
Portfolio Manager: Scott Berg
T. Rowe Price Australian Equity Fund
Seeking high-quality Australian companies undervalued by the market.
Portfolio Manager: Randal Jenneke
T. Rowe Price Dynamic Global Bond Fund
A portfolio of fixed-income securities seeking to deliver sustainable income potential and managing downside risk.
Portfolio Manager: Arif Husain
T. Rowe Price Global Equity (Hedged) Fund
High-conviction, global equity targeting companies with above-average, sustainable growth characteristics. Currency hedged (to AUD) aiming to reduce foreign currency-related fluctuations.
Portfolio Manager: Scott Berg
T. Rowe Price Global High Income Fund
A concentrated, high-income portfolio of primarily global high yield corporate bond opportunities. We apply an active management approach to global high yield to capitalise on market inefficiencies, sector positioning and idiosyncratic events while seeking enhanced return potential.
Portfolio Managers: Michael Della Vedova/Samy Muaddi/Michael Connelly
T. Rowe Price Global Impact Equity Fund
Dual mandate portfolio which seeks both long-term capital appreciation as well as seeking to have a positive effect on the environment and society by investing in companies whose current or future business activities are expected to generate a positive impact under one of the following three impact pillars (“Impact Pillars”):
• Climate and resources;
• Social equity and quality of life; and
• Sustainable innovation and productivity.
Portfolio Manager: Hari Balkrishna
T. Rowe Price Concentrated Global Equity Fund
A high conviction, style agnostic, concentrated portfolio, seeking to invest in approximately 30-45 companies with competitive advantages positioned on the right side of secular change. With the flexibility to find opportunities across all styles, sectors, countries, with a strong focus on risk control.
Portfolio Manager: Peter Bates
How to invest?
It's easy to invest directly with T. Rowe Price
You can apply online or by paper with these easy steps:
1. The minimum investment for each fund is AUD $50,000.
2. Read the Product Disclosure Statement (PDS) and the accompanying Reference Guide.
3. Apply online or complete the paper application form (PDF) and provide us with your identification document.
- You must be over 18 years of age
- Read the Product Disclosure Statement and the Reference Guide for the relevant fund.
- Speak to your financial adviser before making an investment decision
What will I need for my application?
You’ll need the following information handy for your application
- A mobile number and email address.
- Identification documents (passport or driving license).
- Your Tax File Number (or ACN, ABN, ARCN).
If you need help, call Client Services on:
02 8667 5700
9am — 5pm AET Monday - Friday
¹ As of 30 June 2021. Firmwide AUM includes assets managed by T. Rowe Price Associates, Inc. and its investment advisory affiliates.
² As of 30 June 2021.
³ As of 30 June 2021.