Capital at risk. Past performance is not a reliable indicator of current or 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
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Investment Approach
- Dual mandate simultaneously seeks both benchmark outperformance and positive environmental or social impact by investing in durable growing businesses with measurable impact criteria.
- Strategy is aligned to the UN Sustainable Development Goals (UN SDGs), a globally recognized framework designed to end poverty, protect the planet, and ensure prosperity.
- Pursuing positive impact drives every investment decision, which we assess across three pillars : 1) climate and resource impact; 2) social equity and quality of life; 3) sustainable innovation and productivity
- Strategy applies a high-conviction, impact-oriented approach designed to create a diversified portfolio to balance risk and opportunity.
Portfolio Construction
- Strategy uses a global opportunity set to look across all countries, sectors, and market capitalizations, while actively excluding non-impact areas of the global economy, to find stocks with clear impact and financial return markers
- Leverages integrated fundamental research and ESG resources to systematically and proactively evaluate the quality and long-term sustainability of investment candidates
- Target number of holdings is between 55-85 stocks
- Typical position sizes ranges from 0.5-5.0%
Past performance is not a reliable indicator of future performance.