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

Ranked 592 out of 1886 in - US over 12 months
All calculations are in USD unless stated

Managed by

Ann M. Holcomb

Ann Holcomb was born in Baltimore, Maryland in United States of America. She gained a BA in Mathematics and MS in Finance from Loyola University and Sellinger School of Business. She is a holder of the CFA designation and has seven years of fund management experience. Ann joined T Rowe Price in 1996 where she currently is a fund manager. Her interests outside of work include exercise/fitness, travel and reading.

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 Funds investment strategy is to amplify the U.S. Structured Research Strategy platform to achieve higher excess return with commensurate increase in risk.

Performance

US over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 0.3% 3.4% 6.6%
2017 25.1% 7.2% 5.1% 4.5% 6.2%
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 size542Mn
  • Base currencyUSD
  • ISIN LU1061045495

Purchase Info

  • Min. initial investment10Mn
  • Min. regular additional investment0

Charges

  • Annual management0.00%
  • Initial investment0.00%

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