Portfolio Change

Key Growth Model

Portfolio Change

  • Sell: T. Rowe Price Global Equity
  • Buy: T. Rowe Price Global Equity (Hedged)

In April this year, the Financial Keys Investment Committee commenced hedging the currency exposure for our global assets (property and infrastructure) to provide some protection from currency movements.

The Committee now considers it is prudent to increase this protection by hedging currency for the T. Rowe Price Global Equity Fund.

As the underlying holdings remain the same, the transaction has been executed using a method which means investors remain ‘in the market’ during this switch.

Portfolio Change