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What is US Structured Research Equity?
US Structured Research Equity is actively managed and seeks to add value via stock selection with benchmark-like volatility and characteristics.
It offers clients a core, low cost allocation to US equities benchmarked to the S&P 500 Net 30% Withholding Tax.
Our analyst-driven approach is designed to add value through the fundamental stock selection skills of the equity research team.
Reasons to consider
Lower cost, active, and provides clients with core exposure to US large cap equities.
Draws on fundamental stock selection skills of c. 30 participating analysts from our 150+ strong US team.
Rules-based approach limits active risk and isolates the stock-picking strength of our analyst team.
US Structured Research Equity
A core, low cost allocation to US Equities based on fundamental stock selection skills of our analysts combined with disciplined rules-based portfolio construction oversight.
Risks - The following risks are materially relevant to the fund: ESG and sustainability, Market, Small/ mid cap risk.
Past performance is not a reliable indicator of future performance.
* The manager is not constrained by the fund’s benchmark, which is used for performance comparison purposes only.
SICAV Inception Date
15 December 2023
BENCHMARK *
S&P 500 Net 30% Withholding Tax
PORTFOLIO MANAGER
Alexa Gagliardi
* The manager is not constrained by the fund’s benchmark, which is used for performance comparison purposes only.
VIDEO
Introduction to US Structured Research Equity
Hear from Alexa Gagliardi, Portfolio Manager, on the strategy approach, and how the fund offers a core, active allocation to US equities harnessing the best ideas of our analyst team. Alexa will also discuss the strategy’s 25 year history and long term outperformance.
Our thinking
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Important Information
This material is being furnished for general informational and/ or marketing purposes only. The material does not constitute or undertake to give advice of any nature, including fiduciary investment advice, nor is it intended to serve as the primary basis for an investment decision. Prospective investors are recommended to seek independent legal, financial and tax advice before making any investment decision. T. Rowe Price group of companies including T. Rowe Price Associates, Inc. and/or its affiliates receive revenue from T. Rowe Price investment products and services. 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.
T. Rowe Price Funds SICAV – US Structured Research Equity Fund is a sub-fund of the T. Rowe Price Funds SICAV, a Luxembourg investment company with variable capital which is registered with Commission de Surveillance du Secteur Financier and which qualifies as an undertaking for collective investment in transferable securities (“UCITS”). Full details of the objectives, investment policies and risks are located in the prospectus which is available with the key investor information documents (KIID) and/or key information document (KID) in English and in an official language of the jurisdictions in which the Funds are registered for public sale, together with the articles of incorporation and the annual and semi-annual reports (together “Fund Documents”). Any decision to invest should be made on the basis of the Fund Documents which are available free of charge from the local representative, local information/paying agent or from authorised distributors. They can also be found along with a summary of investor rights in English at www.troweprice.com. The Management Company reserves the right to terminate marketing arrangementsThe material does not constitute a distribution, an offer, an invitation, a personal or general recommendation or solicitation to sell or buy any securities in any jurisdiction or to conduct any particular investment activity. The material has not been reviewed by any regulatory authority in any jurisdiction.
Information and opinions presented have been obtained or derived from sources believed to be reliable and current; however, we cannot guarantee the sources’ accuracy or completeness. There is no guarantee that any forecasts made will come to pass. The views contained herein are as of the date noted on the material and are subject to change without notice; these views may differ from those of other T. Rowe Price group companies and/or associates. Under no circumstances should the material, in whole or in part, be copied or redistributed without consent from T. Rowe Price.
The material is not intended for use by persons in jurisdictions which prohibit or restrict the distribution of the material and in certain countries the material is provided upon specific request.
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EEA – Unless indicated otherwise this material is issued and approved by T. Rowe Price (Luxembourg) Management S.à r.l. 35 Boulevard du Prince Henri L-1724 Luxembourg which is authorised and regulated by the Luxembourg Commission de Surveillance du Secteur Financier. For Professional Clients only.
Switzerland – Issued in Switzerland by T. Rowe Price (Switzerland) GmbH, Talstrasse 65, 6th Floor, 8001 Zurich, Switzerland. For Qualified Investors only.
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