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Whitepaper
There remains a hesitancy on the part of some advisers to engage clients on the topic of impact and responsible investing. Much of this hesitancy - about performance, compliance, or sensitive conversations - can be put down to false perceptions about client sensitivities, performance, and client risks. Choose from the common 7 myths below to see how we might reset your perspective.
Hear from the experts the key differences between impact, ESG and other ethical investing terms. And why impact stands out.
Host: Karen McLeod, Ethical Investment Advisers
Featuring: Hari Balkrishna, T. Rowe Price
Specialist advisers discuss strategies for engaging clients in impact investing discussions and understanding their preferences.
Host: Karen McLeod, Ethical Investment Advisers
Featuring: Justin Medcalf, Ethinvest and Tim Fitzpatrick, Ethical Investment Services
An enlightening adviser discussion on integrating impact investing into an investment philosophy and reporting for clients.
Host: Karen McLeod, Ethical Investment Advisers
Featuring: James Baird, JustInvest
Learn what areas clients can invest in through impact, how it has become investable and which clients resonate with which areas.
Host: Karen McLeod, Ethical Investment Advisers
Featuring: Hari Balkrishna, T. Rowe Price and Chris Lang, Ethical Choice Investments
I Class
Go to the fund details page to find out more about Global Impact Equity Fund.
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 measureable positive impact under one of the following three impact pillars ("Impact Pillars"):
^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 FEE & COSTS^
0.85% p.a.
APIR CODE
ETL6342AU
BENCHMARK
MSCI All Country World ex Australia Index (net of withholding tax)
Past performance is not a reliable indicator of future performance.
Biotech and GLP-1 deep dive
Energy transition is far more than just a "net zero" mission
Are you curious to know what AI means for impact investing?
How innovations in artificial intelligence, health care, and the energy transition can create value.
How impact investing is gaining recognition as a credible way for investors to back companies that deliver positive impact and financial returns
Pursuing social and environmental impact alongside financial returns
Using measurement and engagement to tackle ESG fractures head-on
Hari believes investors are ready to make a more active choice to favor companies that can deliver positive environmental and social impact
GLP-1 treatments are poised to reshape the health care sector
Fill in your details to receive our Impact newsletter.
**The views and opinions expressed in the article are those of the Investment Professional at the time of the interview and are subject to change without notice. It is not intended to be securities recommendation or statement of opinion intended to influence a person or persons in making a decision in relation to investment. The article is used with permission from Forbes Australia.
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.
Additional Disclosures
The trademarks shown are the property of their respective owners. T. Rowe Price is not endorsed, sponsored, or otherwise authorized by or affiliated with any of the trademark owners represented by these trademarks.
The specific securities identified and described are for informational purposes only and do not represent recommendations or statement of opinion intended to influence a person or persons in making a decision in relation to investment. It does not represent all of the securities purchased, sold, or recommended for the portfolio, and no assumptions should be made that the securities identified and discussed were or will be profitable.
Important Information
Equity Trustees Limited (“Equity Trustees”) (ABN: 46 004 031 298, AFSL: 240975), is the Responsible Entity for the T. Rowe Price Australian Unit Trusts ("the Fund"). Equity Trustees is a subsidiary of EQT Holdings Limited (ABN: 22 607 797 615), a publicly listed company on the Australian Securities Exchange (ASX: EQT).
This material has been prepared by T. Rowe Price Australia Limited ("TRPAU") (ABN: 13 620 668 895, AFSL: 503741) to provide you with general information only. In preparing this information, we did not take into account the investment objectives, financial situation or particular needs of any particular person. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. Neither TRPAU, Equity Trustees nor any of its related parties, their employees or directors, provide and warranty of accuracy or reliability in relation to such information or accepts any liability to any person who relies on it.
Past performance is not a reliable indicator of future performance. You should obtain a copy of the Product Disclosure Statement, which is available from Equity Trustees (www.eqt.com.au/insto) or TRPAU (www.troweprice.com.au), before making a decision about whether to invest in the Fund named in this material.
The Fund’s Target Market Determination is available here. It describes who this 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 the Target Market Determination for this financial product may need to be reviewed.
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