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Impact Investing

Invest in companies which make an impact

We believe we can generate both compelling investment returns and social and environmental impacts for our investors.

Invest in societal and environmental change

Why should we consider impact investing? We are living in a time of environmental and societal change that is defining a generation. Therefore it is increasingly important to ensure our investments are aligned to changing expectations around sustainability and fairness. 

More and more investors are clearly inclined towards sustainability; but impact investing goes further. It aims to identify companies on the right side of change with the potential to deliver environmental and social impact, as well as positive financial return.

As impact investors, we believe we have a unique opportunity to play a key role in helping deliver positive outcomes that the world is increasingly seeking — partnering with clients, investors, and business interests in the process. 

"Impact is about the present, but includes dimensions of change and persistence. Impact requires conscious action, skilled execution and the commitment of additionality."

Investing in Sustainable Solutions​

  • We align our investments with one or more of the UN Sustainable Development Goals, aiming to direct capital toward specific impact outcomes
  • We integrate ESG factors into our investment analysis and base each investment decision on a material and measurable positive impact thesis under one of the three proprietary pillars: Climate and Resource Impact, Social Equity and Quality of Life, Sustainable Innovation and Productivity.

Forward-looking and Resilient​

  • We apply a forward-looking mindset and a perspective on change, in order to seek positive social and environmental impact and potential financial returns for our clients
  • We identify inefficiencies embedded in markets by combining our active and high conviction approach, with our traditional and responsible investment research capability

Active Engagement

  • We commit to using our scale and resources to promote and progress the impact agenda via active ownership and impact-oriented company engagement
  • We adopt an outcome-oriented approach to active ownership and report on progress regularly

How we view impact investing

Find out how we view impact investing as a way to drive environmental and societal change.

Spotlight on Global Impact Equity

Our Global Impact Equity Strategy has a dual mandate that aims to deliver both long-term capital appreciation and seeking to have positive environmental or social impact

VIDEO

Hear our Portfolio Manager

Hari Balkrishna talks about impact investing and what it means to him.

IMPACT STATEMENT

T. Rowe Price Global Impact Equity Strategy

Strategy Spotlight

T. Rowe Price Strategy Focus on Global Impact Equity

Strategy Summary


Q&A

Meet the Manager

Q&A with Hari Balkrishna, Portfolio Manager on why he believes the market is ready for investors seeking to make a more active and conscious choice to favor companies that can deliver positive environmental and social impact.


IMPACT BEYOND THE OBVIOUS

Global Impact Equity Annual Report

Impact Equity Case Studies

Badger Meter

Hari Balkrishna, Portfolio Manager, Global Impact Equity discusses Badger Meter from the Impact Sub-pillar Promoting Healthy Ecosystems.

Trane Technologies

Hari Balkrishna, Portfolio Manager, Global Impact Equity discusses Trane Technologies from the Impact Sub-pillar Reducing Greenhouse Gases.

Nu Holdings

Hari Balkrishna, Portfolio Manager, Global Impact Equity discusses Nu Holdings from the Impact Sub-pillar Enabling Social Equity.

Spotlight on Global Impact Credit

Our Global Impact Credit Strategy aims to invest in companies that create positive and measurable impact whilst also seeking outperformance 

VIDEO

Hear our Portfolio Manager

Matt Lawton talks about Fixed Income impact investing and the opportunities in this asset class.

Q&A

Meet the manager

Q&A with Matt Lawton, Portfolio Manager on his professional and personal motivations in managing an impact credit strategy. 


ARTICLE

Impact Investing in Credit: Debunking Four Common Misconceptions

We attempt to debunk four popular myths about impact investing, as well as showing how T. Rowe Price’s Global Impact Credit Strategy addresses them.


ANNUAL REPORT

Global Impact Credit Strategy Annual Report

Our inaugural impact annual report articulates the decisions we have taken in the context of our core investment principles. Specifically, it aims to share with you the impact that those decisions have made on our environment and society​.


IMPACT STATEMENT

T. Rowe Price Global Impact Credit Strategy

Impact Credit Case Studies

Wildlife Conservation Bond – the “Rhino Bond”

Matt Lawton, Portfolio Manager, Global Impact Credit discusses Wildlife Conservation Bond – the “Rhino Bond” from the Impact Sub-pillar Promoting Healthy Ecosystems.

CaixaBank

Matt Lawton, Portfolio Manager, Global Impact Credit discusses CaixaBank from the Impact Sub-pillar Enabling Social Equity.

Rady Children's Hospital

Matt Lawton, Portfolio Manager, Global Impact Credit Discusses Rady Children's Hospital from the Impact Sub-pillar Improving Health.

NXP Semiconductors

Matt Lawton, Portfolio Manager, Global Impact Credit discusses NXP Semiconductors from the Impact Sub-pillar Sustainable Technology.

Latest Insights

April 2024 / GLOBAL EQUITIES

How Impact Investing Can Help Address ESG Skepticism

How Impact Investing Can Help Address ESG Skepticism

How Impact Investing Can Help Address ESG...

Using measurement and engagement to tackle ESG fractures head-on

By Harishankar Balkrishna

Harishankar Balkrishna Portfolio Manager, Global Impact Equity Strategy

March 2024 / IMPACT INVESTING

Meet Hari Balkrishna

Meet Hari Balkrishna

Meet Hari Balkrishna

Hari believes investors are ready to make a more active choice to favor companies...

By Harishankar Balkrishna

Harishankar Balkrishna Portfolio Manager

March 2024 / GLOBAL EQUITIES

Global Earnings: Q4 Results Overview

Global Earnings: Q4 Results Overview

Global Earnings: Q4 Results Overview

What next for global equities

By Rahul Ghosh

Rahul Ghosh Portfolio Specialist, Global Equity Strategies

T. Rowe Price Global Impact Equity Fund

I Class

Dual mandate portfolio which seeks both long-term capital appreciation as well as seeking to have a positive impact on the environment and society by investing in companies whose current or future business activities are expected to generate a material and measurable positive impact under one of the following three impact pillars ("Impact Pillars"):

  • Climate and resources impact;
  • Social equity and quality of life; and
  • Sustainable innovation and productivity.

*The Management Fee for the T. Rowe Price Global Impact Equity Fund - I Class is 0.85% p.a. and the Indirect Cost is 0.00% p.a. Full details of other fees and charges are available within the Fund's Product Disclosure Statement and Reference Guide.

INCEPTION DATE

29 March 2021

BASE CURRENCY

AUD

MANAGEMENT FEES & COSTS*

0.85% p.a.

APIR CODE

ETL6342AU

BENCHMARK

MSCI All Country World ex Australia Index (net of withholding tax)

*The Management Fee for the T. Rowe Price Global Impact Equity Fund - I Class is 0.85% p.a. and the Indirect Cost is 0.00% p.a. Full details of other fees and charges are available within the Fund's Product Disclosure Statement and Reference Guide.

Past performance is not a reliable indicator of future performance.

View Important Research House Rating Information

General Portfolio Risks

Capital risk - the value of your investment will vary and is not guaranteed. It will be affected by changes in the exchange rate between the base currency of the portfolio and the currency in which you subscribed, if different. ESG and Sustainability risk - May result in a material negative impact on the value of an investment and performance of the portfolio. Equity risk – in general, equities involve higher risks than bonds or money market instruments. Geographic concentration risk – to the extent that a portfolio invests a large portion of its assets in a particular geographic area, its performance will be more strongly affected by events within that area. Hedging risk – a portfolio's attempts to reduce or eliminate certain risks through hedging may not work as intended. Investment portfolio risk – investing in portfolios involves certain risks an investor would not face if investing in markets directly. Management risk – the investment manager or its designees may at times find their obligations to a portfolio to be in conflict with their obligations to other investment portfolios they manage (although in such cases, all portfolios will be dealt with equitably). Operational risk – operational failures could lead to disruptions of portfolio operations or financial losses.

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

T. Rowe Price Global Impact Equity Fund has been certified by the Responsible Investment Association Australasia according to the strict operational and disclosure practices required under the Responsible Investment Certification Program. See www.responsiblereturns.com.au for details. The Responsible Investment Certification Program does not constitute financial product advice. Neither the Certification Symbol nor RIAA recommends to any person that any financial product is a suitable investment or that returns are guaranteed. Appropriate professional advice should be sought prior to making an investment decision. RIAA does not hold an Australian Financial Services Licence.

Important Information

Equity Trustees Limited (“Equity Trustees”) (ABN: 46 004 031 298, AFSL: 240975) is a subsidiary of EQT Holdings Limited (ABN: 22 607 797 615), a publicly listed company on the Australian Stock Exchange (ASX:EQT). Equity Trustees and T. Rowe Price Australia Limited ("TRPAU") (ABN: 13 620 668 895, AFSL: 503741) are, respectively, the responsible entity and investment manager of the T. Rowe Price Australian Unit Trusts. Available in Australia for Wholesale Clients only.

A Target Market Determination for each T. Rowe Price Australian Unit Trust (or class of units in a Trust) is available here (www.eqt.com.au/insto). It describes who the financial product is likely to be appropriate for (i.e. the target market), and any conditions around how the product can be distributed to investors. It also describes the events or circumstances where Equity Trustees Limited, the responsible entity of the T. Rowe Price Australian Unit Trusts may need to review the Target Market Determination for the financial product.

Past performance is not a reliable indicator of future performance. The price of any fund may go up or down. Investment involves risk including a possible loss to the principal amount invested. For general information purposes only, does not take into account the investment objectives, financial situation or needs of any particular investor. For further details, please refer to each fund's product disclosure statement and reference guide which are available from Equity Trustees (www.eqt.com.au/insto) or TRPAU (www.troweprice.com.au).

202311-3238765

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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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