Bronze Global Large-Cap Blend Equity Funds
This list highlights the top-performing Bronze-rated Global Large-Cap Blend Equity funds, as rated by Morningstar. These funds invest in large-cap companies from developed markets worldwide, with a balanced approach between growth and value strategies. They allocate at least 20% of assets to North America and 15% to Greater Europe, focusing on large-cap companies defined as those in the top 70% of the capitalisation of each of the seven regional Morningstar style zones, with at least 75% of assets in equities.
Bronze-rated funds are still expected to deliver positive performance, but with lower value compared to Gold and Silver-rated funds. These funds rank among the remaining vehicles in their Morningstar Category that are expected to generate positive net alpha.
|
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
|
|---|---|---|---|---|---|---|---|---|---|
| Allianz Global Investors Fund - Allianz Best Styles Global Equity SRI WT EUR
LU2034156138
| €3.79bn | 0.00 | 4 | 3 | 4 | €10m | Luxembourg | ||
| Goldman Sachs Global Future Economic Security Equity Portfolio R GBP Acc
LU2596603782
| £1.25bn | 0.00 | 1 | 1 | — | £3,000 | Luxembourg | ||
| HSBC Developed World Lower Carbon ESG Tilt Equity Fund Accumulation C GBP
GB00BN71RZ01
| £6.29bn | 1.43 | 5 | 9 | 9 | £1m | United Kingdom | ||
VV27KVR1K71324
| £63.24m | 0.49 | 69 | 2 | — | £1,000 | United Kingdom | ||
LF2315328821
| €6.05bn | 0.00 | 42 | 8 | 4 | €10m | Luxembourg | ||
WZ86179873696
| €146.41m | 0.00 | 34 | 6 | 7 | €50m | Luxembourg | ||
VQ41L1FPGN3485
| US$9.09bn | 0.00 | 35 | 37 | 9 | US$5m | Ireland | ||
PZ514258871677
| US$1.68bn | 0.00 | 1 | 1 | — | US$5,000 | Luxembourg | ||
WN79813375264
| €4.28bn | 1.39 | 55 | 31 | 33 | €0 | Netherlands | ||
LP4858937525
| US$1.68bn | 0.00 | 1 | 1 | — | US$1m | Luxembourg | ||
PN97318267269
| US$23.87m | 0.00 | 2 | 2 | 5 | US$2m | Luxembourg | ||
VQ5277223217
| US$23.87m | 0.00 | 2 | 2 | 5 | US$0 | Luxembourg | ||
XV353245185397
| €1.29bn | 0.00 | 10 | 8 | 8 | €0 | Luxembourg | ||
RP817597376331
| US$6.98bn | 0.00 | 36 | 7 | 4 | US$10m | Luxembourg | ||
PM85Q3WRK666
| £2.54bn | 0.86 | 3 | 1 | 1 | £1m | United Kingdom | ||
BM6586914242
| £379.62m | 2.16 | 16 | 26 | 13 | — | Luxembourg | ||
LF74KVHWW811
| €7.67bn | 0.00 | 34 | 8 | 5 | €30m | Ireland | ||
HD52V39888429
| £59.37m | 0.09 | 21 | 20 | 24 | £250m | United Kingdom | ||
YD3792172335
| €6.05bn | 1.48 | 42 | 8 | 4 | €10m | Luxembourg | ||
BJ537631438774
| €20.69m | 0.00 | 2 | 2 | 5 | €0 | Luxembourg | ||
DG587718572587
| €6.05bn | 0.00 | 41 | 8 | 4 | €100m | Luxembourg | ||
YG81835366472
| US$4.24bn | 0.00 | 57 | 39 | 42 | US$1,000 | Luxembourg | ||
PL38CW7N7Z46
| US$2.22bn | 0.00 | 34 | 55 | 34 | US$5,000 | Ireland | ||
GC54B9DZP133
| €6.43bn | 0.00 | 15 | 15 | 32 | — | Ireland | ||
RK12NNNF3P623
| US$81.00m | 0.00 | 14 | 35 | 20 | US$5m | Ireland |
