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T Rowe Price Life Plan Income A

Ranked 153 out of 357 in - US Dollar over 12 months
All calculations are in USD unless stated

Managed by

David Tiberii

David Tiberii graduated from the College of the Holy Cross with a BA in physics and Duke University Fuqua School of Business with an MBA in finance. David was vice president in corporate bonds at Goldman Sachs until 2002 and went on to join GE Aset Management where he spent a year as a fund manager. He is currently a vice president at T Rowe Price based in Baltimore and manages the US Investment Grade Corporate Bond and US Long Duration Credit Bond strategies using a fundamental bottom-up investment style.

Objective

The objective is to provide high income and some capital appreciation. At least 70% of the Fund's securities must be rated within the four highest credit categories (AAA, AA, A, BBB)

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

Performance

US Dollar over : 31/08/2016 - 31/08/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 1.9% 2.4%
2016 5.3% 2.0% 4.1% 2.3% -3.1%
2015 -2.5% 2.2% -2.3% -1.5% -0.8%
2014 6.5% 2.7% 3.3% -0.3% 0.7%
2013 -2.1% 0.2% -4.4% 1.1% 1.1%
2012 10.8% 2.9% 2.0% 4.0% 1.5%
2011 7.1% 1.7% 2.0% 1.3% 2.0%
2010 9.2% 2.9% 2.8% 5.1% -1.8%
2009 18.5% -2.9% 9.9% 9.6% 1.3%
2008 -10.0% -0.2% -1.0% -5.5% -3.6%
2007 3.6% 1.5% -0.5% 1.4% 1.3%
2006 3.6% -1.4% -1.3% 4.9% 1.5%
2005 1.9% -1.3% 3.1% -0.6% 0.7%
2004 5.3% 2.8% -3.6% 4.5% 1.6%
2003 11.4% 3.0% 6.7% -0.7% 2.0%
2002 5.3% 0.6% 0.7% 1.0% 3.0%
2001 8.2% 3.5% 1.5% 2.1% 1.0%
2000 7.5% 2.0% 0.3% 2.8% 2.2%
1999 -3.7% -0.9% -2.8% -0.1% 0.1%
1998 -1.4% -2.6% 2.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Japan
  2. Luxembourg

Fund Info

  • Launch date27/03/1998
  • Share Class size30Mn
  • Base currencyUSD
  • ISIN LU0087758347

Purchase Info

  • Min. initial investment15,000
  • Min. regular additional investment0

Charges

  • Annual management0.90%
  • Initial investment5

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