Bronze Global Large-Cap Growth Equity Funds
This list highlights the top-performing Bronze-rated Global Large-Cap Growth Equity funds, as rated by Morningstar. These funds invest primarily in large-cap growth companies worldwide, focusing on stocks with high growth rates and high valuations. They maintain broad geographic exposure, including at least 20% in North America and 15% in Greater Europe, 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
|
|---|---|---|---|---|---|---|---|---|---|
| Multicooperation SICAV - Julius Baer Global Excellence Equity USD K
LU0912194841
| US$3.25bn | 0.00 | 19 | 21 | 13 | US$500,000 | Luxembourg | ||
| Heptagon Fund ICAV - WCM Global Equity Fund Class B USD Acc
IE00BYZ09N87
| US$5.33bn | 0.00 | 14 | 4 | 8 | US$15,000 | Ireland | ||
| CT Global Focus Fund Z Gross Acc GBP
GB00BF0Q8K85
| £321.23m | 0.02 | 13 | 11 | 8 | £2,000 | United Kingdom | ||
MJ2215231173
| US$4.85bn | 0.00 | 14 | 12 | 9 | US$2m | Luxembourg | ||
NY63K14XMN547
| £1.73bn | 0.19 | 32 | 27 | 20 | £3m | United Kingdom | ||
XD13178346631
| €1.10bn | 0.00 | 27 | 28 | 21 | €7,500 | Luxembourg | ||
BK92271532919
| US$245.34m | 0.00 | 25 | 54 | 27 | US$500,000 | Luxembourg | ||
CT86824272574
| US$1.49bn | 0.00 | 66 | 46 | 57 | US$500,000 | Luxembourg | ||
HC2998461333
| US$7.43bn | 0.00 | 38 | 18 | 23 | US$5,000 | Luxembourg | ||
QQ13Q6D22L86
| £974.39m | 0.06 | 46 | 24 | 22 | £500,000 | United Kingdom | ||
GS759681479268
| US$730.01m | 0.00 | 17 | 12 | 15 | US$1,000 | Luxembourg | ||
NK91GL8C7G36
| US$176.08m | 0.00 | 73 | 33 | 18 | US$5m | Ireland | ||
ZV76525662439
| US$99.82m | 0.00 | 62 | 20 | 24 | US$2m | Luxembourg | ||
HW95XM882W447
| US$862,831.00 | 0.00 | 24 | 45 | 14 | — | Ireland | ||
SC772563813844
| €589.56m | 0.00 | 49 | 24 | 23 | — | Luxembourg | ||
ZZ2332235921
| US$225.92m | 0.00 | 65 | 37 | 48 | US$500,000 | Luxembourg | ||
NK244286718683
| US$263.29m | 0.00 | 76 | 50 | 35 | US$100,000 | Luxembourg | ||
KH83422676554
| US$225.92m | 0.35 | 65 | 37 | 48 | US$500,000 | Luxembourg | ||
XJ9362378244
| US$11.90bn | 0.00 | 91 | 23 | 51 | US$0 | Luxembourg | ||
VG1547165445
| €228.26m | 0.00 | 76 | 49 | 35 | €100,000 | Luxembourg | ||
MN8567453136
| €2.49bn | 0.00 | 73 | 58 | 84 | €0 | Luxembourg | ||
QH982175458136
| US$2.88bn | 0.00 | 73 | 58 | 84 | US$0 | Luxembourg | ||
SY2897731298
| £167.88m | 0.00 | 65 | 37 | 48 | £500,000 | Luxembourg | ||
SH36259138531
| £195.53m | 0.00 | 76 | 50 | 35 | £100,000 | Luxembourg | ||
QH25M2553R732
| £1.41bn | 0.00 | 62 | 81 | 49 | £1,000 | United Kingdom |
