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T. Rowe Ins- Amplified US Strc Rsrch Eq I1 USD

Ranked 161 out of 877 in - US over 12 months
All calculations are in USD unless stated

Managed by

Anna M Dopkin

Anna Dopkin is the director of equity research-North America and a member of the Equity Steering Committee at T Rowe Price. She is also lead portfolio manager on the US Structured Research Equity Strategy team, chairman of the US Structured Research Equity Strategies' Investment Advisory Committees, and a vice president of T. Rowe Price Group, Inc. She is also a member of the Investment Advisory Committees for the US Growth Stock, Financial Services Equity, and Real Estate Equity Strategies. Ms. Dopkin has 24 years of investment experience, 17 of which have been with T. Rowe Price. She joined the firm in 1996 as an equity research analyst following financial services stocks. She then went on to manage the firm's Financial Services Equity Strategy and subsequently she managed the firm's US Growth & Income Equity Strategy. Prior to joining T Rowe Price, Ms. Dopkin worked at Goldman Sachs in its Real Estate and Mortgage Securities Department in New York and London. She earned BS, magna cum laude, from The Wharton School, University of Pennsylvania. Ms. Dopkin has earned the Chartered Financial Analyst designation. She presently serves on the Board of Trustees of the Baltimore Urban Debate League.

Paul Wojik

Objective

The Sub-Funds objective is to provide long-term capital appreciation through investment in a widely diversified portfolio of transferable equity and equity related securities of US companies. Total long exposure is expected to be between 115% and 135% of net assets and total short exposure is expected to be between 15% and 35% of net assets. Stock selection will take place within controlled stock, industry and sector limits relative to the S&P 500 index. The Sub-Funds investment strategy is to amplify the U.S. Structured Research Strategy platform to achieve higher excess return with commensurate increase in risk.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 7.2% 5.1% 4.5%
2016 8.1% -0.9% 2.1% 4.7% 2.0%
2015 4.3% 1.6% 1.0% -6.2% 8.4%
2014 -0.2% 4.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Luxembourg

Fund Info

  • Launch date17/04/2014
  • Share Class size550Mn
  • Base currencyUSD
  • ISIN LU1061045495

Purchase Info

  • Min. initial investment10Mn
  • Min. regular additional investment0

Charges

  • Annual management0.00%
  • Initial investment0

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).