Navigating an expected downturn in earnings.
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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
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
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If you have questions or would like more information about T. Rowe Price, please contact us.