Medalist Global Large-Cap Value Equity Funds
This list features the top-performing funds in the Global Large-Cap Value Equity category. These funds invest primarily in large-cap value companies from around the world, focusing on firms with low valuations and steady earnings growth. The funds in this category are designed for investors who seek income and stability through value investing in well-established global companies with lower price-to-earnings ratios and higher dividend yields. They offer a balanced mix of global exposure with an emphasis on value-oriented strategies.
Morningstar uses a five-tier scale (Gold to Negative) to rate funds. For actively managed funds, Gold, Silver, and Bronze ratings are given to funds expected to outperform their relevant category index after fees and risk. For passive strategies, these ratings are given to funds expected to deliver alpha that exceeds either the category median net alpha or zero over the long term.
|
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 | ||
| Dodge & Cox Worldwide Global Stock Fund EUR Accumulating Class
IE00B55JMJ98
| €7.39B | 0.00 | 64 | 63 | 47 | €50,000 | Ireland | ||
| UBS (CH) Index Fund 3 - Equities World ex CH Value Weighted I-B-acc
CH0214975366
| CHF 216.78M | — | 35 | 29 | 9 | CHF 0 | Switzerland | ||
FX42TNCF9N947
| €140.74M | 0.00 | 16 | 4 | 4 | — | Ireland | ||
DC44W3VJNQ6467
| $496.57M | 0.00 | 27 | 31 | 25 | — | Ireland | ||
LS61S6Z7WY64
| €6.35B | 0.00 | 36 | 19 | 14 | €500,000 | Ireland | ||
BT821969688472
| — | £362.76M | 0.00 | 40 | — | — | £1,000 | Luxembourg | |
LV98C77NR24878
| €2.24B | 0.00 | 14 | 26 | 8 | €200,000 | Ireland | ||
YW53C41SNF1762
| £1.90B | 1.51 | 16 | 27 | 9 | £100,000 | Ireland | ||
BW63579498356
| €426.32M | 0.00 | 39 | 7 | 13 | €100,000 | Luxembourg | ||
DM58V7LXCV826
| $496.57M | 0.00 | 26 | 27 | 14 | — | Ireland | ||
PW77Z91G3461
| £6.36B | 0.00 | 64 | 63 | 48 | £50,000 | Ireland | ||
GG156381733891
| — | €938.62M | 0.00 | 47 | — | — | — | Luxembourg | |
YF7783372684
| — | £798.67M | — | — | — | — | £0 | Luxembourg | |
CQ972562365441
| — | $1.07B | 0.00 | 47 | — | — | $0 | Luxembourg | |
BZ66X1YFGN8293
| £1.90B | 0.00 | 15 | 27 | 9 | £100,000 | Ireland | ||
KS333113248914
| £397.63M | 1.61 | 12 | 29 | 16 | £100,000 | United Kingdom | ||
SS3128285285
| — | €123.67M | — | — | — | — | — | Luxembourg | |
FY57R9JCS56445
| £5.47B | 0.00 | 36 | 18 | 14 | £500,000 | Ireland | ||
MP97K6896C6762
| £631.15M | 1.62 | 31 | 6 | 4 | £500,000 | United Kingdom | ||
GT59FHZD8D784
| $45.05M | 0.00 | 27 | 33 | 42 | $1M | Ireland | ||
ZB6922MZDM87
| — | $7.26B | — | — | — | — | — | Ireland | |
HC86MZDZXM3222
| £1.31B | 2.73 | 34 | 48 | — | £0 | United Kingdom | ||
GM44XQ5NR125
| $396.83M | 0.00 | 1 | 3 | 1 | $100,000 | Ireland | ||
HX393621414329
| €88.17M | 1.55 | 63 | 64 | 56 | €2M | Luxembourg |
