Why we have an investment edge
Experienced investors who have navigated their way through many market cycles

Access to a world class platform – our global perspective provides an information advantage

Limited exposure to extreme market movements with a focus on quality companies
High conviction portfolio with over 50% active share1
1 as of 30 June 2020

Watch our film: Ryan Martyn, Head of Research, explains how they choose investments and the role of valuation in the process.

T. Rowe Price Australian Equity proprietary investment process
Our proprietary fundamental research and analysis enables us to group companies into six categories based on a company’s return on capital and future growth prospects with a 3–5 year time horizon. Currently, 96% of our Australian Equity Fund is rated in A and B stocks.

A

+ -
Highest Quality - Generate superior returns with above market earnings growth

B

+ -
Generate superior returns with market earnings growth

C

+ -
Generate superior returns with sub-market earnings growth

D

+ -
Generate returns in line with cost of capital with positive earnings growth

E

+ -
Generate inferior returns with market or lower earnings growth

F

+ -
Lowest quality - generate inferior returns with above market earings growth
Within each category we further refine the rating with a “ + “ or “ – “ to indicate whether the direction of change is positive or negative.
For illustrative purposes. As at 30 June 2020.
Responsible investing at T. Rowe Price
Watch our film: Our approach to ESG integration
Integrating ESG considerations into our fundamental research has helped the firm identify well-managed companies that are leaders in their industries, more forward-thinking, better at anticipating and mitigating risk, and focused on the long term.
Bill Stromberg, CEO

Our capabilities

Our thinking
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Evolution of Australian banks

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5 reasons to be bullish on Aussie equities

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A global investment ecosystem