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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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The Australian Equity Strategy with the World behind it


One local team. Over 380 equity investment professionals around the world.

 

 

Randal Jenneke shares the opportunity for Australian equity investors in 2022

Introducing the T. Rowe Price Australian Equity Strategy

The T. Rowe Price Australian Equity Strategy is an actively managed, Australian equity portfolio seeking to invest in high-quality companies with strong and sustainable growth characteristics.

Australia Market Outlook 2023

Navigating an expected downturn in earnings.

Our Competitive Edge

Our investment advantage

  • Experienced investors who have navigated their way through many market cycles
  • Access to a world class platform – our global perspective provides an information advantage
  • Limited exposure to extreme market movements with a focus on quality companies
  • High conviction portfolio with over 50% active share1
  • ESG integrated-proprietary ESG screening tool provides greater insight into “bad actors”

1 as of 30 September 2022

Our global research ecosystem

As a leading, global active manager, we believe our clients’ portfolios are too important to be on autopilot.

That’s why our team of over 9402 investment professionals globally conduct rigorous research to uncover opportunities for clients, going beyond the numbers, into the field and extracting forward-looking insights.

Our approach to active management is backed by the deep experience of our investment teams and the prudent risk management frameworks we apply.

2 as of 30 September 2022

T. Rowe Price Australian Equity Strategy

The T. Rowe Price Australian Equity Strategy is an actively managed, Australian equity portfolio seeking to invest in high-quality companies with strong and sustainable growth characteristics.

The expected investment parameters for the Australia Equity Strategy are relative to S&P/ASX 200 Total Return Index and represent anticipated ranges of exposure at the time of purchase. Market fluctuations may cause actual exposure to fall outside these ranges.

Benchmark

S&P/ASX 200 Total Return Index

Base currency

AUD

Typical holdings

30-40, ranging across all market capitalisation segments

Minimum suggested time frame

5 years

Individual positions range

+/- 5% relative to benchmark

Cash target range

Cash Reserves are typically less than 5% but will not exceed 10% of the Portfolio’s total market value

Expected turnover range

30-50% per annum

The expected investment parameters for the Australia Equity Strategy are relative to S&P/ASX 200 Total Return Index and represent anticipated ranges of exposure at the time of purchase. Market fluctuations may cause actual exposure to fall outside these ranges.

 

 

Hear from our Head of Research

Ryan Martyn, Head of Research, explains how they choose investments and the role of valuation in the process.

Thinking

More Australian Equity insights

December 2022 / MARKET OUTLOOK

Australia: Market Outlook 2023

Australia: Market Outlook 2023

Australia: Market Outlook 2023

Navigating an expected downturn in earnings.

By Randal S. Jenneke

Randal S. Jenneke Head of Australian Equities

June 2022 / MARKET OUTLOOK

Australia: Midyear Market Outlook

Australia: Midyear Market Outlook

Australia: Midyear Market Outlook

Economies are transitioning from inflation to stagflation to economic slowdown.

By Randal S. Jenneke

Randal S. Jenneke Head of Australian Equity at T. Rowe Price

Want to know more? Get in touch.

If you have questions or would like more information about T. Rowe Price, please contact us.