Gold Global Large-Cap Value Equity Funds
This list highlights the top-performing Global Large-Cap Value Equity funds, as rated by Morningstar. These funds invest primarily in large-cap value companies from around the globe, with assets divided across developed markets, including 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. Value is defined by low valuations and slow growth rates. 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
|
|---|---|---|---|---|---|---|---|---|---|
| UBS FTSE RAFI Developed 1000 Index Fund C Accumulation
GB00BX9C1L56
| £1.17B | 0.78 | 29 | 24 | 8 | £1,000 | United Kingdom | ||
| UBS (CH) Index Fund 3 - Equities World ex CH Value Weighted I-B-acc
CH0214975366
| CHF 216.78M | — | 35 | 29 | 9 | CHF 0 | Switzerland | ||
| GMO Global Equity Allocation Investment Fund A EUR Acc
IE00BRKD2Q77
| €140.74M | 0.00 | 16 | 4 | 4 | — | Ireland | ||
JW4593692346
| €426.32M | 0.00 | 39 | 7 | 13 | €100,000 | Luxembourg | ||
HZ81G2J8VZ288
| €6.35B | 0.00 | 36 | 19 | 14 | €500,000 | Ireland | ||
YY42B8FWST493
| $496.57M | 0.00 | 27 | 31 | 25 | — | Ireland | ||
VS54D97WLC219
| €7.39B | 0.00 | 64 | 63 | 47 | €50,000 | Ireland | ||
VY35T2VZBH341
| $496.57M | 0.00 | 26 | 27 | 14 | — | Ireland | ||
QT92Y64T29172
| £6.36B | 0.00 | 64 | 63 | 48 | £50,000 | Ireland | ||
NH37H26NR272
| €2.24B | 0.00 | 14 | 26 | 8 | €200,000 | Ireland | ||
DP81Z76TCD889
| £1.90B | 1.51 | 16 | 27 | 9 | £100,000 | Ireland | ||
SL2953746891
| £397.63M | 1.61 | 12 | 29 | 16 | £100,000 | United Kingdom | ||
YR85Q5ZTSJ26
| £1.90B | 0.00 | 15 | 27 | 9 | £100,000 | Ireland | ||
SH91F5GRR182
| £5.47B | 0.00 | 36 | 18 | 14 | £500,000 | Ireland | ||
KK18S3264T19
| £631.15M | 1.62 | 31 | 6 | 4 | £500,000 | United Kingdom | ||
TF1523145332
| — | £362.76M | 0.00 | 40 | — | — | £1,000 | Luxembourg | |
NV41848872932
| — | €938.62M | 0.00 | 47 | — | — | — | Luxembourg | |
DW93745241683
| — | £798.67M | — | — | — | — | £0 | Luxembourg | |
FZ92481385435
| — | $1.07B | 0.00 | 47 | — | — | $0 | Luxembourg | |
FX2794941847
| — | €123.67M | — | — | — | — | — | Luxembourg |
