Gold UK Large-Cap Equity Funds
This list highlights the top-performing UK Large-Cap Equity funds, as rated by Morningstar. These funds stand out as top-tier investment options, recognized for their strong potential to outperform their peers. They primarily invest in large-cap UK companies, defined as those in the top 70% of the European equity market by size, with at least 75% of assets in equities, mostly focused on UK stocks.
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
|
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
|
|---|---|---|---|---|---|---|---|---|---|
| JPM UK Equity Plus Fund S1 - Net Accumulation
GB00BYMFGF73
| £671.38M | 2.15 | 6 | 2 | 5 | £2M | United Kingdom | ||
| Dimensional UK Value Fund GBP Accumulation
GB0033771766
| £342.91M | 2.83 | 2 | 1 | 1 | £100,000 | United Kingdom | ||
| Dimensional UK Value Fund GBP Income
GB0033771659
| £342.91M | 2.90 | 1 | 1 | 1 | £100,000 | United Kingdom | ||
ZP36DBRYRJ965
| £148.43M | 2.95 | 46 | 38 | 26 | £10M | United Kingdom | ||
LR53JQL7Y78515
| £17.14B | 2.80 | 9 | 18 | 38 | £100M | United Kingdom | ||
XW44GDV2S919
| £17.14B | 2.72 | 10 | 18 | 37 | £100M | United Kingdom | ||
ZS33J59T9K531
| £15.35B | 3.12 | 17 | 34 | 24 | £10M | United Kingdom | ||
NF71Z7Y995612
| £15.35B | 3.04 | 17 | 34 | 24 | £10M | United Kingdom | ||
QY15YBWHYD621
| £15.35B | 3.09 | 18 | 35 | 26 | £100,000 | United Kingdom | ||
PT29SK72NG4718
| £15.35B | 3.02 | 18 | 35 | — | £100M | United Kingdom | ||
GG39BRSRVT2698
| £15.35B | 3.01 | 18 | 35 | 25 | £50M | United Kingdom | ||
PL93V9H92S789
| £15.35B | 3.01 | 19 | 35 | 27 | £100,000 | United Kingdom | ||
LV84YVVFG731
| £7.41B | 2.86 | 21 | 18 | 27 | £100,000 | United Kingdom | ||
MM38L8N2SJ137
| £17.14B | 2.71 | 10 | 18 | 38 | £1M | United Kingdom | ||
ZS2588774265
| £1.93B | 2.24 | 13 | 16 | 25 | £50,000 | United Kingdom | ||
WG69PZ4XG8166
| £2.19B | 2.87 | 23 | 20 | 28 | £10M | United Kingdom | ||
YK59955953236
| £2.19B | 2.81 | 23 | 20 | 27 | £10M | United Kingdom | ||
TP51245139334
| £839.55M | 2.90 | 19 | 28 | 36 | £10M | United Kingdom | ||
CL12SKH3M77187
| £17.14B | 2.80 | 10 | 19 | 38 | £1M | United Kingdom | ||
ZY76CT3FCD8689
| — | £4.83B | — | — | — | — | — | United Kingdom | |
VW26CP18BG572
| — | £15.35B | 0.03 | 60 | — | — | £10M | United Kingdom | |
HX26FQVCD219
| — | £4.83B | — | — | — | — | £500 | United Kingdom | |
VY77NQNVZ9838
| — | £15.35B | 5.20 | 5 | — | — | £100M | United Kingdom |