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T. Rowe Price Wholesale Plus Global Equity Fund

About this Fund

Fund Detail

PDS https://informedinvestor.com.au/view/pds/106802-2024-04-05-02:49.pdf
FUND MANAGER T. Rowe Price Australia Limited
ASX Code
APIR BTA0538AU
ASSET CLASS GLOBAL EQUITIES
INVESTMENT STYLE

To provide long-term capital appreciation by investing primarily in a portfolio of securities of companies
which are traded, listed or due to be listed, on recognised exchanges and/or markets throughout the world.
Investment objective
The Underlying Fund’s portfolio may include investments in the securities of companies traded, listed or
due to be listed, on recognised exchanges and/or markets of developing countries.

INVESTMENT PROFILE
CURRENCY MANAGEMENT
INCEPTION DATE 05-11-2014
BENCHMARK MSCI All Country World Index ex-Australia Net (unhedged)
FUND SIZE MSCI All Country World Index ex-Australia Net (unhedged)
DISTRIBUTION FREQUENCY Annually
NO. OF HOLDINGS
FEES 0.89% p.a of NAV
STRUCTURE

Benefits

Benefits

-Exposure to larger capitalisation global equities that are representative of the highest conviction securities held across sector and/or regional portfolios managed by the Manager.
– Access to the expertise of the Manager which has a team of senior investment professionals that have a long track record investing in sector or regional specialty portfolios and that provide investment insights and facilitate the comparison of stocks on a global basis. The extensive experience of the Manager's Investment Team is invaluable in its ability to effectively identify strong investment candidates from the universe of potential mid-to-large cap securities.
– Access to the research of the Manager’s global research platform of regional and sector specialists. The diversity of the team and their involvement in the industries they cover ensure they are experts in their respective sectors.
– Portfolios are constructed from the bottom-up, and the Manager looks for companies with the potential either for growth or relative improvement, located in industries where the outlook is becoming more attractive. The Manager believesbottom-up stock selection supported by proprietary, fundamental research can uncover and exploit anomalies among global equities, and is the key driver of value-added active management. The Manager’s focus and commitmentto fundamental research gives the firm an information edge that is a powerful competitive advantage.

RISK LEVEL 6
INVESTOR SUITABILITY

Risks

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Key Features

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