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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

The fund is actively managed and invests mainly in a diversified portfolio of shares of companies in the United States. The investment manager will focus on companies that it believes have the potential to create positive social or environmental impact through their products or services, and that appear to offer superior growth prospects and investment characteristics.

The fund has sustainable investment as an objective that the fund aims to achieve through its commitment to only invest in sustainable investments (excluding cash and derivatives used for portfolio management techniques for the purpose of hedging, liquidity management and risk reduction). The investment manager implements the following investment strategies: impact exclusions and positive impact inclusion.

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 with 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 portfolio that is diversified and optimally balances risk and opportunity.

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GIPS® Information

T. Rowe Price (“TRP”) claims compliance with the Global Investment Performance Standards (GIPS®).

A complete list and description 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

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