Leading the way in global growth investing

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 AUS $1719.7bn 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.

600+ Investment Professionals

Over 600 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.

Deep Experience

Our skilled portfolio managers average 23 years in the industry and 18 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 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

APIR: ETL7238AU


T. Rowe Price Australian Equity Fund

Seeking high-quality Australian companies undervalued by the market.

Portfolio Manager: Randal Jenneke

APIR: ETL0493AU


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

APIR: ETL2511AU


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

APIR: ETL6472AU


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

APIR: ETL8226AU

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.

Some things to remember
  • 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

  1. A mobile number and email address.
  2. Identification documents (passport or driving license).
  3. Your Tax File Number (or ACN, ABN, ARCN).

Need help?

If you need help, call Client Services on:

02 8667 5700

9am — 5pm AET Monday - Friday

Insights

December 2019 / T. Rowe Price Insights

Finding Sustainable Sources of Excess Returns

Finding Sustainable Sources of Excess Returns

Finding Sustainable Sources of Excess Returns

Adopt a truly global approach, delve deeper, and have high conviction.

By Scott Berg

Scott Berg Portfolio Manager

December 2019 / T. Rowe Price Insights

Australia Market Outlook 2020

Australia Market Outlook 2020

Australia Market Outlook 2020

2019 was a remarkable year for Australian equities despite softening economic conditions. The outlook for 2020 is also relatively optimistic.

By Randal Jenneke

Randal Jenneke Head of Australian Equities

December 2019 / Market Outlook

2020 Global Market Outlook

2020 Global Market Outlook

2020 Global Market Outlook

Investors will need to be “comfortable with the uncomfortable” to seek out potential opportunities in 2020.

By T. Rowe Price

T. Rowe Price

¹ As of 31 December 2019. Firmwide AUM includes assets managed by T. Rowe Price Associates, Inc. and its investment advisory affiliates.
² As of 31 December 2019.
³ As of 31 December 2019

T. Rowe Price Account Access

We are now directing you through to our secure client portal which is administered by Link Fund Solutions.