Gold Global Large-Cap Growth Equity Funds
This list highlights the top-performing Global Large-Cap Growth Equity funds, as rated by Morningstar. These funds invest primarily in large-cap growth companies from around the globe, with assets spread across developed markets, including at least 20% in North America and 15% in Greater Europe. They focus on companies defined as large-cap in the top 70% of the capitalisation of each of the seven regional Morningstar style zones. Growth is defined by high growth rates and high valuations. 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
|
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
|
Domicile
|
|---|---|---|---|---|---|---|---|---|---|
| Capital Group New Perspective Fund (LUX) Z
LU1295555210
| $19.56B | 0.00 | 38 | 27 | 19 | $0 | Luxembourg | ||
| T. Rowe Price Funds SICAV - Global Focused Growth Equity Fund Q (GBP)
LU1028172499
| £3.60B | 0.00 | 9 | 9 | 16 | £1,000 | Luxembourg | ||
| WS Blue Whale Growth Fund R Sterling Accumulation
GB00BD6PG787
| £2.52B | 0.00 | 1 | 1 | 1 | £1,000 | United Kingdom | ||
SN18FF6CFZ9555
| $1.37B | 0.00 | 10 | 14 | 5 | $5M | Ireland | ||
MP923V3F12Q596
| €81.31M | — | 39 | 2 | — | €0 | Germany | ||
BV23XB9DKM15
| £382.61M | 0.00 | 7 | 4 | — | £5M | Ireland | ||
SM84FN5M38485
| £443.68M | 0.56 | 38 | 26 | 19 | £1,000 | United Kingdom | ||
ZX27FN4LZQ99
| $516.09M | 0.00 | 7 | 4 | 3 | $5M | Ireland | ||
HJ58BR7BC13156
| $1.10B | 0.00 | 10 | 9 | 3 | $5M | Ireland | ||
QQ29328261734
| $7.22B | 0.00 | 28 | 14 | 12 | $1M | Luxembourg | ||
QL29MC4CZD3328
| $127.82M | 0.00 | 9 | 11 | 4 | $5M | Ireland | ||
ZQ57DZG18K8261
| $5.11B | 0.00 | 15 | 3 | 5 | $1M | Ireland | ||
LN8955147299
| $19.56B | 0.43 | 38 | 27 | 19 | $0 | Luxembourg | ||
DB6419167978
| £16.03B | 0.42 | 9 | 7 | 4 | £3M | United Kingdom | ||
QZ576998265712
| €21.79M | 0.00 | 15 | 20 | — | €0 | Luxembourg | ||
NC66XY871198
| £288.32M | 0.20 | 7 | 9 | 16 | £10,000 | United Kingdom | ||
DM85157418128
| ¥2.38T | 0.00 | 37 | 22 | — | — | Luxembourg | ||
CB26YXGNZP8599
| €3.97B | 0.00 | 14 | 35 | 8 | €10M | Ireland | ||
VZ64YLV4C519
| €3.97B | 0.00 | 15 | 38 | 9 | €5,000 | Ireland | ||
PL98SLLS73295
| €183.72M | 0.00 | 23 | 27 | 15 | €100,000 | Ireland | ||
LC41ZD252S442
| $3.92B | 0.00 | 69 | 57 | 17 | $1M | Ireland | ||
JQ26BJ444V51
| $3.92B | 0.00 | 69 | 57 | 17 | $1,000 | Ireland | ||
MG337627733789
| £322.29M | 0.00 | 25 | 22 | 44 | £1,000 | Luxembourg | ||
BF66613632518
| $4.85B | 0.00 | 8 | 9 | 16 | — | Luxembourg | ||
GD29JPP4PB4256
| £1.22B | 0.00 | 15 | 38 | 9 | £100,000 | United Kingdom |
