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GIPS® Information

T. Rowe Price ("TRP") claims compliance with the Global Investment Performance Standards (GIPS®) and has prepared and presented this report in compliance with the GIPS standards. T. Rowe Price has been independently verified for the twenty four-year period ended June 30, 2020, by KPMG LLP. The verification report is available upon request. A firm that claims compliance with the GIPS standards must establish policies and procedures for complying with all the applicable requirements of the GIPS standards. Verification provides assurance on whether the firm’s policies and procedures related to composite and pooled fund maintenance, as well as the calculation, presentation, and distribution of performance, have been designed in compliance with the GIPS standards and have been implemented on a firm-wide basis. Verification does not provide assurance on the accuracy of any specific performance report.

TRP is a U.S. investment management firm with various investment advisers registered with the U.S. Securities and Exchange Commission, the U.K. Financial Conduct Authority, and other regulatory bodies in various countries and holds itself out as such to potential clients for GIPS purposes. TRP further defines itself under GIPS as a discretionary investment manager providing services primarily to institutional clients with regard to various mandates, which include U.S, international, and global strategies but excluding the services of the Private Asset Management group.

A complete list and description of all of the Firm's composites and/or a presentation that adheres to the GIPS® standards are available upon request. Additional information regarding the firm's policies and procedures for calculating and reporting performance results is available upon request

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How to contact us

Darren Ross Hall,

Head of Distribution, Australia and New Zealand

Darren Ross Hall

Contact Darren if you are interested in investing with us.

Tel:+61 (0)2 8667 5704

Craig Hurt,

Head of Institutional for Australia and New Zealand

Craig Hurt

Contact Craig if you are interested in investing with us.

Tel:+61 (0)2 8667 5754

David Frazer,

Relationship Management, Australia & New Zealand

David Frazer

Contact David if you are interested in investing with us.

Tel:+61 (0)3 9225 5435

Darren Ho,

Relationship Management, Australia & New Zealand

Darren Ho

Contact Darren if you are interested in investing with us.

Tel:+61 (0)3 9653 7402

Cassandra Crowe, CFA,

Head of Consultants Australia and New Zealand

Cassandra Crowe, CFA

Contact Cassandra for research and investment material

Tel:+61 (0)2 8667 5720

Gemma Banham,

Team Assistant

Gemma Banham

Contact Gemma for assistance in setting up meetings with our relationship managers.

Tel:+61 (0)2 8667 5735

How to find us

Governor Phillip Tower
1 Farrer Place, Suite 50B
Sydney NSW 2000
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Level 31
120 Collins Street
Melbourne VIC 3000
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