Gold Global Large-Cap Blend Equity Funds

This list highlights the top-performing Global Large-Cap Blend Equity funds, as rated by Morningstar. These funds invest primarily in large-cap companies from around the globe, dividing assets across developed markets with at least 20% in North America and 15% in Greater Europe. They focus on large-cap companies, defined as those in the top 70% of the capitalisation of each of the seven regional Morningstar style zones (Europe, US, Canada, Latin America, Japan, Asia ex-Japan, and Australia/New Zealand). At least 75% of their assets are invested in equities.

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 ISIN	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	Domicile
Cardano ESG Transition Enhanced Index Equity Global - C1 Inc EUR NL0011309349	€4.60B	1.23	26	15	15	€0	Netherlands
UBS (CH) Institutional Fund 2 - Equities World ex CH Index NSL I-X-acc CH0046164783	CHF 5.97B	—	31	10	7	CHF 0	Switzerland
Fidelity Index World Fund P Accumulation GB00BJS8SJ34	£16.18B	1.16	35	15	13	£500	United Kingdom
LOCK\|Mvv$v D%#v! %> !#Q^xPx?!lM cBBnYn ?gC<<B?w ?qTC#! ?<^md #%xY @? qYPB? CN763886474289	CHF 1.12B	—	29	10	7	CHF 0	Switzerland
LOCK\|Mvv$v D%#v! %> !#Q^xPx?!lM cBBnYn ?gC<<B?w ?qTC#! ?<^md #%xY @? qYPB? DQ47MSZ41K972	£1.34B	0.00	24	13	13	£30M	Ireland
LOCK\|Mvv$v D%#v! %> !#Q^xPx?!lM cBBnYn ?gC<<B?w ?qTC#! ?<^md #%xY @? qYPB? PK2652XX46W187	€4.73B	0.00	1	3	—	—	Ireland
LOCK\|Mvv$v D%#v! %> !#Q^xPx?!lM cBBnYn ?gC<<B?w ?qTC#! ?<^md #%xY @? qYPB? KJ97ZNQBFX96	CHF 48.60M	0.00	36	22	9	CHF 100,000	Ireland
LOCK\|Mvv$v D%#v! %> !#Q^xPx?!lM cBBnYn ?gC<<B?w ?qTC#! ?<^md #%xY @? qYPB? PL88436454815	CHF 2.04B	—	30	8	6	CHF 0	Switzerland
LOCK\|Mvv$v D%#v! %> !#Q^xPx?!lM cBBnYn ?gC<<B?w ?qTC#! ?<^md #%xY @? qYPB? CV5653488119	€190.89M	1.54	1	1	1	—	Luxembourg
LOCK\|Mvv$v D%#v! %> !#Q^xPx?!lM cBBnYn ?gC<<B?w ?qTC#! ?<^md #%xY @? qYPB? HZ39927K4FK595	€177.36M	0.00	11	4	—	€1M	Ireland
LOCK\|Mvv$v D%#v! %> !#Q^xPx?!lM cBBnYn ?gC<<B?w ?qTC#! ?<^md #%xY @? qYPB? VT71T59PZ718	£2.00B	1.19	15	9	9	£1M	United Kingdom
LOCK\|Mvv$v D%#v! %> !#Q^xPx?!lM cBBnYn ?gC<<B?w ?qTC#! ?<^md #%xY @? qYPB? LM25JD8BCT646	£277.91M	1.08	7	3	2	£500	United Kingdom
LOCK\|Mvv$v D%#v! %> !#Q^xPx?!lM cBBnYn ?gC<<B?w ?qTC#! ?<^md #%xY @? qYPB? PN6865179734	CHF 1.11B	—	33	12	8	CHF 20M	Switzerland
LOCK\|Mvv$v D%#v! %> !#Q^xPx?!lM cBBnYn ?gC<<B?w ?qTC#! ?<^md #%xY @? qYPB? JZ265795777749	$1.98B	—	32	11	7	—	Switzerland
LOCK\|Mvv$v D%#v! %> !#Q^xPx?!lM cBBnYn ?gC<<B?w ?qTC#! ?<^md #%xY @? qYPB? VY81VJFMV21886	€281.31M	0.00	32	12	8	€30M	Ireland
LOCK\|Mvv$v D%#v! %> !#Q^xPx?!lM cBBnYn ?gC<<B?w ?qTC#! ?<^md #%xY @? qYPB? HX36XV7SJ141	€570.43M	0.00	1	1	3	€25M	Ireland
LOCK\|Mvv$v D%#v! %> !#Q^xPx?!lM cBBnYn ?gC<<B?w ?qTC#! ?<^md #%xY @? qYPB? NQ93323677735	€1.21B	0.00	12	5	5	€0	Netherlands
LOCK\|Mvv$v D%#v! %> !#Q^xPx?!lM cBBnYn ?gC<<B?w ?qTC#! ?<^md #%xY @? qYPB? VJ28HFGQL53945	£1.40B	0.00	23	12	13	£30M	Ireland
LOCK\|Mvv$v D%#v! %> !#Q^xPx?!lM cBBnYn ?gC<<B?w ?qTC#! ?<^md #%xY @? qYPB? NV3259B214K83	$87.88M	0.00	68	18	—	$5M	Ireland
LOCK\|Mvv$v D%#v! %> !#Q^xPx?!lM cBBnYn ?gC<<B?w ?qTC#! ?<^md #%xY @? qYPB? CG63753326775	€245.11M	1.38	7	3	3	€0	Luxembourg
LOCK\|Mvv$v D%#v! %> !#Q^xPx?!lM cBBnYn ?gC<<B?w ?qTC#! ?<^md #%xY @? qYPB? GZ3723842657	€245.11M	0.00	6	2	3	€10M	Luxembourg
LOCK\|Mvv$v D%#v! %> !#Q^xPx?!lM cBBnYn ?gC<<B?w ?qTC#! ?<^md #%xY @? qYPB? CT42PVG89P954	£339.57M	1.32	4	1	2	£500	United Kingdom
LOCK\|Mvv$v D%#v! %> !#Q^xPx?!lM cBBnYn ?gC<<B?w ?qTC#! ?<^md #%xY @? qYPB? KR77324223575	€1.22B	0.00	28	9	8	€0	Luxembourg
LOCK\|Mvv$v D%#v! %> !#Q^xPx?!lM cBBnYn ?gC<<B?w ?qTC#! ?<^md #%xY @? qYPB? JZ712322476463	CHF 1.86B	—	35	13	11	CHF 0	Switzerland
LOCK\|Mvv$v D%#v! %> !#Q^xPx?!lM cBBnYn ?gC<<B?w ?qTC#! ?<^md #%xY @? qYPB? NB96541842468	$451.48M	0.00	35	16	11	$1M	Ireland