Skip to content
Search
1149049333

T. ROWE PRICE GLOBAL EQUITIES

Discover our global capabilities



We focus on the companies shaping tomorrow’s world

85+
years experience

$695bn 
USD AUM in active equities*

198
Equity investment professionals**

Our thinking

September 2024 / From the Field

Are we partying like it’s 1999 again?

Are we partying like it's 1999 again?

Are we partying like it's 1999 again?

AI versus Dotcom: There are some similarities, yet also key differences.

By Rahul Ghosh

Rahul Ghosh Portfolio Specialist, Global Equities

Inflation, Energy and Market Volatility - Perspectives on Global Equiti...

Inflation, Energy and Market Volatility - Perspectives on Global Equities

Inflation, Energy and Market Volatility -...

What’s in store for global equities? David Eiswert discusses interest rates, energy...

By David J. Eiswert

David J. Eiswert Portfolio Manager

July 2024 / POLICY INSIGHTS

Why balance is important amid equity market volatility

Why balance is important amid equity market volatility

Why balance is important amid equity market...

Geopolitics, sticky inflation, and peaking earnings growth point to elevated volatility

By David J. Eiswert & Nabil Hanano

By David J. Eiswert & Nabil Hanano


3 reasons to choose T. Rowe Price for global equities

Global coverage:​

Our size and resources mean we can secure access to top management and analyse opportunities anywhere in the world, at any time to find the best ideas for our clients’ portfolios.

Differentiated ideas:​

We hire experts with varied backgrounds and experiences who can consistently challenge the consensus and bring unique perspectives to the decision-making process.

Repeatable results:

Our investment process continuously focuses on companies with improving economic returns which we believe outperform over time.

Our funds

Access the global opportunity through our range of specialist actively managed funds

Global Impact Equity

An actively managed, dual mandate portfolio which seeks both long-term capital appreciation

Risks - The following risks are materially relevant to the fund: Country (China) risk, Emerging Markets risk, Currency risk, Small and mid-cap risk, Stock Connect risk

Past performance is not a reliable indicator of future performance.

View the definitions of the risks listed above.

* The manager is not constrained by the fund’s benchmark, which is used for performance comparison purposes only.

OEIC Inception Date

10 December 2021

SICAV Inception Date

8 October 2021

BENCHMARK *

MSCI All Country World Index Net

LEAD PORTFOLIO MANAGER

Hari Balkrishna

* The manager is not constrained by the fund’s benchmark, which is used for performance comparison purposes only.


Global Focused Growth Equity Fund

An unconstrained, high conviction fund seeking companies with a sustainable competitive advantage

Risks - The following risks are materially relevant to the fund: Currency risk, Small and mid-cap risk, Emerging markets risk, Liquidity risk, Style risk, Country (China) risk, Country (Russia and Ukraine) risk

Past performance is not a reliable indicator of future performance.

View the definitions of the risks listed above.

Morningstar star rating applies to T. Rowe Price Funds SICAV Global Focused Growth Equity as at 31 March 2023. 

* The manager is not constrained by the fund’s benchmark, which is used for performance comparison purposes only.

OEIC Inception Date

30 May 2017

SICAV Inception Date

28 March 2003

BENCHMARK *

MSCI World Index Net

LEAD PORTFOLIO MANAGER

David Eiswert

Morningstar star rating applies to T. Rowe Price Funds SICAV Global Focused Growth Equity as at 31 March 2023. 

* The manager is not constrained by the fund’s benchmark, which is used for performance comparison purposes only.


Global Growth Equity Fund

A diversified fund of around 150-200 holdings focused on durable companies with superior growth prospects

Risks - The following risks are materially relevant to the fund: Currency risk, Emerging Markets risk, Small and mid-cap risk, Liquidity risk, Style risk

Past performance is not a reliable indicator of future performance.

View the definitions of the risks listed above.

Morning Star Award Image
Print

Morningstar star rating applies to T. Rowe Price Funds SICAV Global Growth Equity as at 31 March 2023. 

* The manager is not constrained by the fund’s benchmark, which is used for performance comparison purposes only.

SICAV Inception Date

28 August 2013

BENCHMARK *

MSCI World Index Net

LEAD PORTFOLIO MANAGER

Scott Berg

Morning Star Award Image
Print

Morningstar star rating applies to T. Rowe Price Funds SICAV Global Growth Equity as at 31 March 2023. 

* The manager is not constrained by the fund’s benchmark, which is used for performance comparison purposes only.


Global Technology Equity Fund

A fund focusing on innovation and technological change by investing in companies that are ushering in or benefiting from rapid advances in technology

Risks - The following risks are materially relevant to the fund: Country (China) risk, Country (Russia and Ukraine) risk, Issuer Concentration risk, Sector Concentration risk, Small and mid-cap risk, Currency risk, Emerging Markets risk, Stock Connect risk, Style risk

Past performance is not a reliable indicator of future performance.

View the definitions of the risks listed above.

Seal_OverallRating

Morningstar star rating applies to T. Rowe Price Funds SICAV Global Technology Equity as at 31 March 2023.

* The manager is not constrained by the fund’s benchmark, which is used for performance comparison purposes only.

OEIC Inception Date

27 March 2017

SICAV Inception Date

22 July 2016

BENCHMARK *

MSCI All Country World Index Information Technology Net

LEAD PORTFOLIO MANAGER

Alan Tu

Seal_OverallRating

Morningstar star rating applies to T. Rowe Price Funds SICAV Global Technology Equity as at 31 March 2023.

* The manager is not constrained by the fund’s benchmark, which is used for performance comparison purposes only.


Global Value Equity

A conviction-based global portfolio of around 80-100 attractively valued companies. We invest across the value spectrum, from deep value through to higher quality, more defensive companies, seeking to deliver positive excess returns regardless of which value substyle is currently favoured by the market.

Risks - The following risks are materially relevant to the fund:  Currency risk, Small and mid-cap risk, Style risk

Past performance is not a reliable indicator of future performance.

View the definitions of the risks listed above.

Morningstar star rating applies to T. Rowe Price Funds SICAV Global Value Equity Fund as at 31 March 2023. 

* The manager is not constrained by the fund’s benchmark, which is used for performance comparison purposes only.

SICAV INCEPTION DATE

28/11/2012

BENCHMARK *

MSCI World Index Net

LEAD PORTFOLIO MANAGER

Sebastien Mallet

Morningstar star rating applies to T. Rowe Price Funds SICAV Global Value Equity Fund as at 31 March 2023. 

* The manager is not constrained by the fund’s benchmark, which is used for performance comparison purposes only.

General fund risks - to be read in conjunction with the fund specific risks above. Equity risk, ESG and Sustainability risk, Geographic concentration risk, Hedging risk, Investment fund risk, Management risk, Operational risk., Market risk, Counterparty risk

View the definitions of the risks listed above.

Sign up for global equity insights from T. Rowe Price

By providing your contact information and ticking the box below, you agree to subscribe to receive information from T. Rowe Price about its products and strategies as listed above by email or post. For information about how T. Rowe Price processes your personal data, please see the T. Rowe Price privacy notice.

Want to know more? Get in touch.

If you have questions or would like more information about T. Rowe Price please contact us. 

 

*Firmwide equity AUM includes assets managed by T. Rowe Price Associates, Inc. and its investment advisory affiliates. As at 31 March 2023.

** 12 sector portfolio managers, 95 research analysts, 54 associate research analysts, 6 quantitative analysts, and 31 specialty analysts as of 31 March 2023.

 
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 written 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.

It is not intended for distribution to retail investors in any jurisdiction.

The Funds are sub-funds 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 arrangements.

Morningstar star rating applies to T. Rowe Price Funds SICAV – Global Focused Growth Equity Fund, T. Rowe Price Funds SICAV – Global Growth Equity Fund, T. Rowe Price Funds SICAV – Global Technology Equity Fund and T. Rowe Price Funds SICAV – Global Value Equity Fund as at 31 March 2023. The Morningstar Rating is updated on a monthly basis. For the latest ratings information please visit the Morningstar website. 

Square Mile Research. www.squaremileresearch.com

©2023 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

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. First Independent Fund Services Ltd, Klausstrasse 33, CH-8008 Zurich is Representative in Switzerland. Helvetische Bank AG, Seefeldstrasse 215, CH-8008 Zurich is the Paying Agent in Switzerland. For Qualified Investors only.

This rating relates to the SICAV Fund which is managed in the same way as the OEIC Fund but has a longer track record. © 2023 FE fundinfo. All Rights Reserved. The information, data, analyses, and opinions contained herein (1) include the proprietary information of FE fundinfo, (2) may not be copied or redistributed, (3) do not constitute investment advice offered by FE fundinfo, (4) are provided solely for informational purposes and therefore are not an offer to buy or sell a security, and (5) are not warranted to be correct, complete, or accurate. FE fundinfo shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use. FE fundinfo does not guarantee that a fund will perform in line with its FE fundinfo Crown Fund Rating as it is a reflection of past performance only. Likewise, the FE fundinfo Crown Fund Rating should not be seen as any sort of guarantee or assessment of the creditworthiness of a fund or of its underlying securities and should not be used as the sole basis for making any investment decision.

© 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.

202302-2724334 

Open

Audience for the document: Share Class: Language of the document:
Open Cancel

Download

Share Class: Language of the document:
Download Cancel
Sign in to manage subscriptions for products, insights and email updates.
Continue with sign in?
To complete sign in and be redirected to your registered country, please select continue. Select cancel to remain on the current site.
Continue Cancel
Once registered, you'll be able to start subscribing.

By clicking the Continue button, I acknowledge that I have read and accepted the Privacy Notice

Continue Back

Change Details

If you need to change your email address please contact us.
Subscriptions
OK
You are ready to start subscribing.
Get started by going to our products or insights section to follow what you're interested in.

Products Insights

GIPS® Information

T. Rowe Price ("TRP") claims compliance with the Global Investment Performance Standards (GIPS®) and has prepared and presented this report in compliance with the GIPS standards. T. Rowe Price has been independently verified for the 27-year period ended June 30, 2023, by KPMG LLP. The verification report is available upon request. A firm that claims compliance with the GIPS standards must establish policies and procedures for complying with all the applicable requirements of the GIPS standards. Verification provides assurance on whether the firm’s policies and procedures related to composite and pooled fund maintenance, as well as the calculation, presentation, and distribution of performance, have been designed in compliance with the GIPS standards and have been implemented on a firm-wide basis. Verification does not provide assurance on the accuracy of any specific performance report.

TRP is a U.S. investment management firm with various investment advisers registered with the U.S. Securities and Exchange Commission, the U.K. Financial Conduct Authority, and other regulatory bodies in various countries and holds itself out as such to potential clients for GIPS purposes. TRP further defines itself under GIPS as a discretionary investment manager providing services primarily to institutional clients with regard to various mandates, which include U.S, international, and global strategies but excluding the services of the Private Asset Management group.

A complete list and description of all of the Firm's composites and/or a presentation that adheres to the GIPS® standards are available upon request. Additional information regarding the firm's policies and procedures for calculating and reporting performance results is available upon request

Other Literature

You have successfully subscribed.

Notify me by email when
regular data and commentary is available
exceptional commentary is available
new articles become available

Thank you for your continued interest