Strategy
Investment Objective
The fund is managed to combine fundamental research insights with a highly structured portfolio construction process. Participating analysts make buy and sell decisions for their individual portions of the portfolio, subject to the oversight and discretion of the portfolio managers. The fund is designed to add value from our analysts’ stock-specific insights, and our approach to portfolio construction minimises style, sector, and industry exposures versus its benchmark. The promotion of environmental and/or social characteristics is achieved through the fund's commitment to maintain at least 10% of the value of its portfolio invested in Sustainable Investments, as defined by the SFDR. Additionally, we apply a proprietary responsible screen (exclusion list). The manager is constrained by the benchmark due to its use in portfolio construction - please see the prospectus for further information. The benchmark can also be used for performance comparison purposes.
Investment Approach
- Leverage the sophisticated research capabilities of T. Rowe Price.
- Combine fundamental research with highly structured portfolio construction to isolate stock selection skills.
- A team of industry-focused T. Rowe Price analysts is responsible for selecting stocks for the portfolio, subject to the oversight and discretion of the portfolio managers who work closely with the analysts.
- Approximately 30+ analysts are allocated capital in proportion to the weight of the stocks they follow within the S&P 500 Index.
Past performance is not a reliable indicator of future performance.
Risks
Typical Investor
Designed for Investors who plan to invest for the medium to long term.
The fund may appeal to investors who: