
T. Rowe Price Responsible Global Focused Growth Equity Fund
SRI Style:
ESG Plus
SDR Labelling:
Not eligible to use label
Product:
SICAV/Offshore
Fund Region:
Global
Fund Asset Type:
Equity
Launch Date:
22/01/2020
Last Amended:
Dialshifter (
):
Fund Size:
£432.58m
(as at: 31/01/2025)
ISIN:
LU2055195056, LU2102926248, LU2241079941
Sustainable, Responsible
&/or ESG Overview:
Awaiting information from fund manager (August 2024)
Primary fund last amended:
Information directly from fund manager.
Sustainable, Responsible &/or ESG Policy:
Objective
To increase the value of its shares, over the long term, through growth in the value of its investments.
Portfolio securities
The fund is actively managed and invests mainly in a diversified portfolio of shares that have the potential for above average and sustainable rates of earnings growth. The companies may be anywhere in the world, including emerging markets.
Although the fund does not have sustainable investment as an objective, the promotion of environmental and social characteristics (“E & S”) is achieved through the fund's commitment to maintain at least 10% of the value of its portfolio invested in Sustainable Investments. The investment manager implements the following investment strategies: exclusion screen, sustainable investment exposure and active ownership. Details of how E & S are promoted are further explained in the fund's Sustainability annex to the prospectus
The fund may use derivatives for hedging and efficient portfolio management.
Investment process
The investment manager's approach is to:
- Identify “best ideas” by assessing companies in a global sector context, using a bottom-up approach to create a focused high-conviction global portfolio of around 60 to 80 companies.
- Utilise a proprietary global research platform using fundamental analysis to identify companies with improving fundamentals and growth prospects.
- Integrate macroeconomic and local market factors in stock selection decisions.
- Measure valuation appeal against the local market and broad sector opportunity set.
- Invest in a broad range of shares across all capitalisations, incorporating developed and emerging markets.
- Assess environmental, social and governance ("ESG") factors with particular focus on those considered most likely to have a material impact on the performance of the holdings or potential holdings in the funds' portfolio. These ESG factors, which are incorporated into the investment process alongside financials, valuation, macro-economics and other factors, are components of the investment decision. Consequently, ESG factors are not the sole driver of an investment decision but are instead one of several important inputs considered during investment analysis.
SFDR classification Article 8.
Benchmark:
- MSCI All Country World Net Index. The primary benchmark has been selected because it is similar to the investment universe used by the investment manager and therefore acts as an appropriate comparator overall.
- MSCI All Country World Growth Index Net. The secondary benchmark has been selected to reflect the value style of the fund and investors may use it as additional information to compare the fund's performance.
Benchmark use
The fund's benchmark(s), is (are) used for performance comparison purposes only.
(Source: KIID, as at February 2025)
SDR Labelling: Not eligible to use label
Fund Name | SRI Style | SDR Labelling | Product | Region | Asset Type | Launch Date | Last Amended |
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![]() T. Rowe Price Responsible Global Focused Growth Equity Fund |
ESG Plus | Not eligible to use label | SICAV/Offshore | Global | Equity | 22/01/2020 | ||
Fund Size: £432.58m (as at: 31/01/2025) ISIN: LU2055195056, LU2102926248, LU2241079941 |
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Sustainable, Responsible &/or ESG OverviewAwaiting information from fund manager (August 2024) |
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Information received directly from Fund Manager |
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Please select what you would like to read:
Sustainable, Responsible &/or ESG Policy:Objective To increase the value of its shares, over the long term, through growth in the value of its investments.
Portfolio securities The fund is actively managed and invests mainly in a diversified portfolio of shares that have the potential for above average and sustainable rates of earnings growth. The companies may be anywhere in the world, including emerging markets. Although the fund does not have sustainable investment as an objective, the promotion of environmental and social characteristics (“E & S”) is achieved through the fund's commitment to maintain at least 10% of the value of its portfolio invested in Sustainable Investments. The investment manager implements the following investment strategies: exclusion screen, sustainable investment exposure and active ownership. Details of how E & S are promoted are further explained in the fund's Sustainability annex to the prospectus The fund may use derivatives for hedging and efficient portfolio management.
Investment process The investment manager's approach is to:
SFDR classification Article 8.
Benchmark:
Benchmark use The fund's benchmark(s), is (are) used for performance comparison purposes only. (Source: KIID, as at February 2025)
SDR Labelling: Not eligible to use label |