2019 Investment Accolades
March 2019
For the second consecutive year, T. Rowe Price has been named Best Fixed Income Fund House at the 2019 Morningstar Switzerland Fund Awards.
We believe these awards are testament to the ability of our strategic investing approach, underpinned by the rigour of our independent research and experienced investment teams, to create value for our clients over the longer term.
The Morningstar Fund House Awards recognise those fund families that have delivered sustained outperformance on a risk-adjusted basis across their fund line-ups. In terms of the Morningstar Best Fixed-Income Fund House Award: only fund houses with at least five fixed-interest funds with Morningstar Ratings available for sale in a given market are eligible. Additionally, only those funds with five-year Morningstar Ratings are eligible for inclusion in the scoring. As at 31 December 2018, over 79% of T. Rowe Price’s SICAV fund range with a five-year track record had outperformed their Morningstar category median over five years.
At the local level, we continue to strategically assess and expand our investment offerings and research capabilities to deliver investment solutions that meet the needs of investors. As of 31 March 2019, we offer a diversified range of 43 Luxembourg-domiciled SICAV funds in Switzerland, which invest across multiple asset classes, capitalisations, sectors, styles, and regions.
Past performance is not a reliable indicator of future performance.
The value of an investment and any income from it can go down as well as up. Investors may get back less than the amount invested. ©2019 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. For more information on the award methodology please see Morningstar website.
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