Gold Global Equity Funds
This list highlights the top-performing Global Equity funds, as rated by Morningstar. These funds invest in securities from across the globe, with an emphasis on large-cap companies. They have a broad geographic exposure, investing more than 10% and less than 90% of their equity holdings in Canada or the U.S.
Gold-rated funds are expected to deliver the best results in their category. Actively managed funds aim to outperform their index and rank in the top 15% of their Morningstar Category. Passively managed funds aim to match or slightly exceed their index, also ranking in the top 15% of their Morningstar Category.
|
Name
|
Medalist Rating
Overall
|
Morningstar Rating for Funds
|
Fund Size (Base Currency)
|
12 Month Yield
|
Total Return Rank in Category
1 Year
|
Total Return Rank in Category
3 Year
|
Total Return Rank in Category
5 Year
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|
| Fidelity Global Large Cap Series F | $244.13M | 0.32 | 15 | 9 | 6 | $500 | ||
| Mackenzie GQE Global Equity Fund PWFB | $6.06B | 0.03 | 5 | 3 | 2 | $100,000 | ||
| Fidelity Global Equity Class Portfolio - F5 | $604.74M | 0.37 | 6 | 5 | — | $5,000 | ||
$876.80M | 0.55 | 6 | 5 | — | — | |||
$330.03M | 0.77 | 15 | 9 | 6 | $5,000 | |||
$2.67B | 1.23 | 10 | 8 | 5 | $2,000 | |||
$7.75B | 0.41 | 56 | 11 | 6 | $500 | |||
$44.62M | 0.00 | 44 | 3 | 2 | $250,000 | |||
$604.74M | 0.38 | 6 | 5 | — | $500 | |||
$876.80M | 0.55 | 6 | 5 | — | — | |||
$66.56M | 0.07 | 15 | 9 | 6 | $5,000 | |||
$22.25M | 0.90 | 18 | 14 | 2 | $500 | |||
$38.35M | 0.06 | 15 | 9 | 6 | $5,000 | |||
$244.13M | 0.32 | 15 | 9 | 6 | $5,000 | |||
$6.06B | 0.03 | 5 | 3 | 2 | $500 | |||
$4.14B | 0.05 | 47 | 14 | 6 | $500 | |||
$423.64M | 0.13 | 7 | 5 | 4 | $500 | |||
$509.88M | 0.00 | 3 | 1 | 1 | $500 | |||
$244.13M | 0.32 | 15 | 9 | 6 | $5,000 | |||
$330.03M | 0.76 | 15 | 9 | 6 | $500 | |||
$2.67B | 1.16 | 11 | 8 | 4 | $2,000 | |||
$32.70B | 0.03 | 1 | 1 | 1 | $5,000 | |||
$6.06B | 0.04 | 5 | 3 | 2 | $1,000 | |||
$166.23M | 4.15 | 57 | 21 | 15 | $500 | |||
US$365.69M | 0.00 | 2 | 1 | 1 | US$500 |
