Invest with confidence
Founded in 1937 during the Great Depression, T. Rowe Price has been built on the enduring philosophy of the founder – meeting clients’ individual needs.
Since then, through changing investment and economic environments, the basic principles that guide our business have remained the same.
Our intellectual rigour helps us seek the best ideas for our clients, our integrity ensures that we always put their interests first and our stability lets us stay focused on their goals as we pursue better investment outcomes.
If our clients succeed, our firm will succeed.
– Thomas Rowe Price Jr.
First and foremost, we put our clients first.
Today, clients all over the world rely on our steadfast principles and disciplined investment approach to remain confident in their investments for the long-term.
Watch our film: How we put clients first for the long term
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.
2 As of 31 December 2020. Source & Copyright: Citywire. Group Ratings by Citywire for rolling risk adjusted performance, across all management teams in a sector, over the period 31/12/2013-31/12/2020. Citywire take into account the complete stable of managers a group currently has in a sector. All the individuals’ risk adjusted performance over a seven year period are factored in, as are moves people have made and changes in responsibility. The ratings are calculated over seven years and based on an average of their managers’ three year rolling risk-adjusted returns. Where managers have moved, their track records will follow them. A final score is generated for each group, on a sector by sector basis, with current stable of managers taken into account. Those delivering excellent levels of outperformance are placed in the ratings pool. Ratings are awarded to any group that is at least one third ahead of the average score. Within this top group, 10% receive a platinum rating, the next 20% a gold rating, the next 30% a silver rating, and the remaining 40% a bronze rating. Not all strategies included in the group ratings are available in all jurisdictions. The ratings are provided for information only and are not intended to be an endorsement, offer or solicitation for the sale of any product or service.
3 Source & Copyright: CITYWIRE. T. Rowe Price is awarded Best Overall Service – East & South East, Best Factsheets, Best Product Specialists, Best RFP Responses 2020 by Citywire based on the results of the Citywire UK Wealth Service research, conducted March to June 2020.
4 © 2021 Morningstar. 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 or its content providers are responsible for any damages or losses arising from any use of this information. For more information on the award methodology please see https://go.morningstar.com/Morningstar-Awards.
5 This rating relates to the SICAV fund range. © 2021 FE. All Rights Reserved. The information, data, analyses, and opinions contained herein (1) include the proprietary information of FE, (2) may not be copied or redistributed, (3) do not constitute investment advice offered by FE, (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 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 does not guarantee that a fund will perform in line with its FE Crown Fund Rating as it is a reflection of past performance only. Likewise, the FE 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. https://www.trustnet.com/learn/learnaboutinvesting/FE Crown Fund Ratings.html
6 All data used to compile the FundCalibre Fund Management Equity Index is taken from Financial Express Analytics, five years to 31.12.2020. To read more about the Fund Management Equity Index methodology, visit https://www.fundcalibre.com/about-us/what-is-the-elite-rating. This Equity Index looks at all actively managed equity funds recognised by the Investment Association and compares them with their sector averages over a five year time frame. The award of an Elite Fund rating does not infer suitability or constitute a recommendation to buy or sell. FundCalibre is an authorised representative of Chelsea Financial Services.