T. Rowe Price Global Allocation Fund Series F (CAD)

  • Number of Holdings: 860
  • Total Net Assets: C$122 M

REASONS TO OWN

The T. Rowe Price Global Allocation Fund invests in a broadly diversified global portfolio of investments, including U.S. and international stocks, bonds and alternatives. The Fund uses an active asset allocation strategy in conjunction with fundamental research to select individual securities. T. Rowe Price allocates the Fund among the various asset classes and market sectors based on its assessment of global economic and market conditions, interest rate movements, industry and issuer considerations, business cycles and other relevant factors. Under normal conditions, the Fund will consist of approximately 60% stocks; 28% bonds, money market securities and other debt instruments; and 12% in alternative investments. The foreign currency exposure of the bond and alterative investments is typically fully hedged back to the Canadian dollar. T. Rowe Price may adjust the Fund’s investments and overall risk profile by making tactical decisions to overweight or underweight particular asset classes or sectors based on its outlook for the global economy and securities markets, as well as adjusting the Fund’s allocations to alternatives.

Features

  • Global diversification across regions, asset classes, capitalizations, currencies and alternative strategies
  • Combines fundamental bottom-up security selection with expert top-down analysis
  • Experienced PMs supported by a team of more than 80 multi-asset investment professionals
  • Provides exposure to the best investment ideas from over 410 T. Rowe Price research analysts worldwide

Benefits

  • Can invest confidently alongside a manager with over 30 years of multi-asset experience
  • Prudently adjusts allocations as markets shift and evolve in seeking to deliver a more consistent risk return profile
  • Less correlated, non-traditional strategies are used to help mitigate risk and seek additional sources of returns
  • Provides exposure to a world of opportunities in one fund

All figures above are as of 31 December 2022 unless otherwise stated.
15 Sector portfolio managers, 209 investment analysts, 85 associate analysts, 41 specialty analysts, 59 quantitative analysts, and 4 economists.

Portfolio Sub-Advisors

  • T. Rowe Price

    T. Rowe Price Investment Team

Fundserv : BIP

Fund Number
SeriesC$US$
A 106 -
F 516 -