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T. Rowe Price

US Structured Research Equity

 A core, low-cost allocation to US Equities

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 strengths 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.

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.

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.

Introductory webinar

Join Portfolio Manager, Alexa Gagliardi, to find out more about US Structured Research, including current positioning and performance. There will be an opportunity to put forward your questions.

Date: 29th February

Time: 2pm

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Sign up to receive insights on US Equities from our investment experts. 

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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.

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

UK - This material is issued and approved by T. Rowe Price International Ltd, Warwick Court, 5 Paternoster Square, London EC4M 7DX which is authorised and regulated by the UK Financial Conduct Authority. For Professional Clients only.

 

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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

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