Capital at risk. Past performance is not a guarantee or a reliable indicator of future results and should not be the sole factor of consideration when selecting a product or strategy.
The listed funds are not an exhaustive list of funds available. Visit www.funds.troweprice.com to see the full range of funds offered by T. Rowe Price, including those that consider environmental and social characteristics as part of their investment process. For up to date information regarding any T. Rowe Price fund's investment strategy, please see the relevant fund KID and prospectus.
Strategy
Investment Objective
We utilise a disciplined, systematic process that combines insights from our proprietary fundamental research platform with the quantitative, stock specific perspectives of our Integrated Equity team. The fund is designed to add value by investing primarily in those stocks within the investible universe that have the best quantitative ranks as well as a fundamental Buy rating, while our portfolio construction methodology seeks to maintain benchmark-like risk characteristics. 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
The investment manager’s approach is to:
- Use an integrated approach to investing which combines quantitative models and fundamental analysis to identify global companies that pay attractive dividends and/or have potential for dividend growth as well as the potential for capital appreciation.
- Employ quantitative models which have been developed to select stocks in a systematic way based on criteria such as the quality of a company’s management team, profitability, reliability of earnings, valuation, and dividend yield.
- Incorporate fundamental research provided by a proprietary investment platform to select favoured stocks.
- The portfolio is typically constructed in a “bottom up” manner, an approach that focuses more on evaluations of individual stocks than on analysis of overall economic trends and market cycles.
- The fund attempts to create a portfolio with similar risk characteristics to the Benchmark (including sector, industry, region, country) with the potential to provide excess returns relative to the Benchmark by overweighting stocks that are viewed favourably, and underweighting or avoiding stocks that are viewed negatively. The fund is actively managed, and its performance may deviate from the Benchmark’s performance.
- Integrate environmental, social and governance ("ESG") factors into the investment research process for certain investments with particular focus on those factors considered most likely to have a material impact on the performance of the holdings or potential holdings in the fund’s portfolio. Such ESG factors can include but are not limited to climate change, resource depletion, labour standards, diversity, human rights issues, and governance structure and practices. These ESG factors are incorporated into the investment process alongside financials, valuation, macro-economics and other factors. Consequently, ESG factors are not the sole driver of an investment decision but are instead one of several important inputs considered during investment analysis.
Risks
Typical Investor
Investors who typically plan to invest for five years or more years.
The fund may appeal to investors who: