American Fund – where we invest

The Skandia American Fund is sub advised by T. Rowe Price (TRP). Before selecting TRP, our investment selection team carried out an extremely rigorous interview and analysis process. We believe that in TRP we are able to offer one of the most stable and experienced investment teams in the world.

T. Rowe Price is a large US fund manager with over $235.2bn assets under management, $154.6bn in US equities*. They are known as the ‘grandfather of growth investing’ and are a household name in the US. In 2002 they were rated number two in the Global Investor and Morningstar’s Transatlantic All Stars survey.

T. Rowe Price has a highly disciplined, risk controlled investment process, with a commitment to in-house fundamental research.
*as at 31.12.04

TRP believes active management, driven by bottom-up, fundamental research, can uncover and exploit anomalies among large-cap US stocks. They seek to invest in companies with a sustainable competitive advantage as they believe such companies can successfully weather economic cycles. By making long-term investments in companies that are attractively priced and fundamentally sound, they believe they can add value to their clients’ performance benchmarks over time. The T. Rowe Price investment approach is driven by the following underlying tenets:

• Companies with sustainable and durable earnings, revenue, and cash flow growth drive shareholder value
  
  
• Fundamental research is key to identifying long-term winners

• Valuation matters

• Diversification helps to control portfolio risk.

 

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Issued by Skandia Investment Management Limited, a member of the Skandia group of companies. Authorised and regulated by the Financial Services Authority. FSA Register number 208543. www.fsa.gov.uk/register/. Registered number: 4227837 England. Registered Office: Skandia House, Portland Terrace, Southampton, SO14 7EJ, United Kingdom.