洞悉先機 . 夥伴同行
駕馭萬變投資世界

憑著敏銳的洞察力及可靠的投資夥伴關係,我們為投資者注入信心。

了解普徠仕的管治原則,如何引領我們為客戶及社區創造價值。

貫徹主動和獨立的投資策略

我們藉著獨立的思維,並以主動及嚴謹的投資策略,洞悉市場風險與機遇,為客戶提供精闢見解及投資優勢。

我們的投資研究著重於第一手資料以及嚴謹的分析

我們定期與所投資公司的管理團隊會面:包括實地考察、面談和線上討論,以及參與有關行業及投資會議。因此,讓我們對所投資公司有更深入的了解,並可為客戶提供適時投資見解,締造理想的長線回報。

 

我們相信實地研究及廣闊的投資視野,可以洞悉投資機遇。普徠仕的投資專家駐足於全球17個市場,從企業、供應商和監管機構取得第一手資訊,令我們可以發掘最佳的投資機會。

管理資產總值達1.57萬億美元1

憑藉卓越的投資策略和管理資產規模,我們成為全球25大資產投資公司之一2

我們在變幻莫測的市況,為您護航

我們的基金經理曾經歷過不少嚴峻的投資環境,就如:科網泡沫、全球金融危機和新冠疫情等,憑藉豐富的經驗為普徠仕帶來優勢,在現任基金經理當中,有57%在全球金融危機期間已於普徠仕擔任投資職務。

在主動型管理策略下,我們的視野不止於單純數據分析。逾525名投資專家在全球進行實地研究,為我們探尋所需答案。 

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Imagine that your disease is going to kill you in less than a year, but a company develops a way to genetically engineer your own blood and your own immune cells to actually recognize the cancer and attack it. Instead of poisoning the cancer cells with toxic chemicals that wreak havoc on the immune system, you tweak the patient’s blood and let the body’s natural immune defense take care of the rest. After medical school in the UK, I worked as an emergency room doctor. What drew me to capital allocation in health sciences was the potential to help many people for years to come through investments that help fund medical innovation. My team and I often choose to invest at the very early stages of human trials, and sometimes when it’s just a concept. It’s exciting to see innovations shift from concept to reality. The human body is made up of proteins. Any disease caused by too much of a bad protein can be controlled or cured by blocking protein production at the cellular level. It’s a priority of mine to go out into the field so I can see firsthand if this is something real. Making the right investment decision is important not only for our investors but for mankind in general—because today’s treatment, which took years to develop, can have long-term future benefits for generations to come. Investing lets me use everything I’ve learned as a doctor, to help make a positive impact on the world. So that’s why I go beyond the numbers.

Risks: All investments are subject to risks, including the possible loss of principal. Health Science stocks face special risks, including adverse legal or regulatory developments, patent expirations, market competition, and rapidly changing industry dynamics .

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. The 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. Australia - Issued by T. Rowe Price Australia Limited (ABN: 13 620 668 895 and AFSL: 503741), Level 28, Governor Phillip Tower, 1 Farrer Place, Sydney NSW 2000, Australia. Canada - Issued in Canada by T. Rowe Price (Canada), Inc. T. Rowe Price (Canada), Inc.’s investment management services are only available to Accredited Investors as defined under National Instrument 45-106. T. Rowe Price (Canada), Inc. enters into written delegation agreements with affiliates to provide investment management services. DIFC - Issued in the Dubai International Financial Centre by T. Rowe Price International Ltd which is regulated by the Dubai Financial Services Authority as a Representative Office. 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. Hong Kong - Issued by T. Rowe Price Hong Kong Limited, 6/F, Chater House, 8 Connaught Road Central, Hong Kong. T. Rowe Price Hong Kong Limited is licensed and regulated by the Securities & Futures Commission. New Zealand - Issued by T. Rowe Price Australia Limited (ABN: 13 620 668 895 and AFSL: 503741), Level 28, Governor Phillip Tower, 1 Farrer Place, Sydney NSW 2000, Australia. No Interests are offered to the public. Accordingly, the Interests may not, directly or indirectly, be offered, sold or delivered in New Zealand, nor may any offering document or advertisement in relation to any offer of the Interests be distributed in New Zealand, other than in circumstances where there is no contravention of the Financial Markets Conduct Act 2013. Singapore - Issued by T. Rowe Price Singapore Private Ltd. (UEN: 201021137E), No. 501 Orchard Rd, #10-02 Wheelock Place, Singapore 238880. T. Rowe Price Singapore Private Ltd. is licensed and regulated by the Monetary Authority of Singapore. Switzerland - Issued in Switzerland by T. Rowe Price (Switzerland) GmbH, Talstrasse 65, 6th Floor, 8001 Zurich, Switzerland. UK - This material is issued and approved by T. Rowe Price International Ltd, 60 Queen Victoria Street, London, EC4N 4TZ which is authorised and regulated by the UK Financial Conduct Authority. USA - Issued in the USA by T. Rowe Price Associates, Inc., and T. Rowe Price Investment Services, Inc., 100 East Pratt Street, Baltimore, MD, 21202, which are regulated by the US Securities and Exchange Commission and Financial Industry Regulatory Authority, Inc., respectively. © 2023 T. Rowe Price. All Rights Reserved. T. ROWE PRICE, INVEST WITH CONFIDENCE, and the Bighorn Sheep design are, collectively and/ or apart, trademarks of T. Rowe Price Group, Inc. 202309- 3094347

堅守原則,追求卓越表現

我們致力為客戶創造佳績,因此我們抱持長線觀點,在任何市況下,旨在為投資者追求卓越的投資表現。

精明的投資決策,由主動型管理策略開始

我們堅守原則,致力為客戶創造佳績,因此在任何市場環境下,都聚焦於持續的長線投資成果,助您實現投資目標。

以客為先是普徠仕的創立宗旨

Thomas Rowe Price, Jr. 於1937年創立普徠仕以來,永遠將客戶利益放在首位,誠信是我們最重要的公司原則。

我們曾在各種市況下為客戶管理投資,深明識別風險和機遇同樣重要。

97%留任率

我們基金經理的平均行業經驗為23年,留任率達97%。我們的豐富知識和經驗為客戶注入信心。

我們的新興市場團隊擁有來自26個地區、通曉28種語言的投資專家。
Samy Muaddi 特許財務分析師 新興市場總監
 現任國際固定收益基金部基金經理,專責新興市場。
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建立深厚的夥伴關係

我們與客戶建立深厚的夥伴關係,透過了解客戶需要,提供適時可行的見解和投資方案,協助他們駕馭萬變投資世界,實現理想成果。

我們服務的客戶遍及超過50個市場,透過一系列主動管理投資策略幫助他們取得成果,並藉著不同的投資工具提供這些策略,以滿足客戶的需求。

我們的員工在社區已參與28,700個小時義務工作

我們的員工重視與社區合作的機會,致力回饋社區。他們的貢獻包括:在全球參與28,700個小時義務工作、368名員工擔任非牟利組織的董事會職務,以及向社區作出2,440萬美元的捐款。

銳意推動創新

為滿足客戶不斷變化的需要,我們以前瞻思維,建構投資方案和服務。

跳過里程碑

今天

現在與未來

我們放眼未來,預測當今投資者的新需求。

2021

另類信貸市場

2021年,我們收購了Oak Hill Advisors (OHA),加快我們拓展另類信貸市場的步伐。此舉反映出我們在提升實力,為客戶創造價值方面採取深思熟慮的策略。

2020

主動型管理交易所買賣基金

2020年,我們推出了首批股票產品,成為主動型管理交易所買賣基金的早期供應商。我們不斷擴大產品範圍,以滿足客戶需要,現時提供一系列股票和固定收益策略。3

 

3 交易所買賣基金由 T. Rowe Price Investment Services, Inc. 經紀自營商交付。

2017

創新數據工具協助投資專家

我們在紐約市開設科技發展中心(TDC),吸納在大數據、機器學習和預測分析方面擁有專長的世界級人才,為我們的投資專家利用數據發掘洞見。

2002

目標日期投資

作為目標日期投資的先驅,我們推出首批目標日期投資方案;20年後的今天,我們仍不斷改善產品,以維持業界領先地位。

1985

新興市場

在MSCI新興市場指數推出超過15年前,我們已開始投資於新興市場。五年後,我們在1990年推出首項專屬新興市場策略。

1960

小型股投資先驅

在羅素2000指數成立之前,普徠仕已向客戶展示其小型股投資實力。普徠仕利用量化分析,專注研究高速增長的小型企業。

1950

增長股投資先驅

我們的創辦人在早期已著重物色長期盈利潛力優厚的企業,推動我們創立首隻美國增長股基金之一。

1937

成立普徠仕

Thomas Rowe Price, Jr.致力創立一家「以最高誠信及最佳投資理念稱譽」的企業。我們不向客戶收取投資佣金,而是根據資產價值收取費用,這種方法確保我們將客戶利益放於首位。

重要資料

(除另有說明外,所有數據均截至 2022 年 12 月 31 日。公司的管理資產規模包括T. Rowe Price Associates, Inc. 及其投資附屬公司的資產。所有金額均以美元顯示。)
1數據截至2025年3月31日,或會有調整。
2以總資產管理規模排名的頂級資產管理公司數據截至2023 年3 月31 日,由ADV Ratings 提供 (https://www.advratings.com/top-asset-management-firms) 。 資料來源:T. Rowe Price 2023 年4 月新聞稿。