Bronze Global Large-Cap Value Equity Funds
This list highlights the top-performing Bronze-rated Global Large-Cap Value Equity funds, as rated by Morningstar. These funds invest primarily in large-cap value companies globally, with an emphasis on undervalued stocks with low valuations and slow growth. They spread assets across developed markets, 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
|
|---|---|---|---|---|---|---|---|---|---|
| Mondrian Global Equity Fund USD Unhedged Acc Class I
IE00BSVYGT76
| US$45.82m | 0.00 | 74 | 53 | 48 | US$100,000 | Ireland | ||
| MFS Meridian Funds - Contrarian Value A1 USD
LU1985811782
| US$3.77bn | 0.00 | 48 | 21 | 8 | US$0 | Luxembourg | ||
| Brandes Global Value Fund I Euro Acc
IE0031574209
| €463.10m | 0.00 | 58 | 46 | 21 | €10,000 | Ireland | ||
MJ48D9D5D52715
| US$7.26bn | 0.00 | 49 | 28 | 38 | US$10,000 | Ireland | ||
SR9567742677
| €287.00m | 0.00 | 23 | 23 | 15 | €35,000 | Luxembourg | ||
QB564621856242
| €126.69m | 0.00 | 60 | 59 | 33 | €50,000 | Luxembourg | ||
YS657274814958
| £396.94m | 0.00 | 58 | 46 | 20 | — | Ireland | ||
BP98R6ZPWC8421
| £396.94m | 1.32 | 58 | 46 | 21 | — | Ireland | ||
KS8419696831
| US$535.02m | 0.00 | 60 | 46 | 21 | US$10,000 | Ireland | ||
XT126146922443
| US$331.06m | 0.00 | 23 | 22 | 15 | US$35,000 | Luxembourg | ||
PS58D2T4TR9655
| US$407.56m | 0.00 | 39 | 61 | 41 | US$1m | Ireland | ||
RF491742426774
| €126.69m | 1.56 | 60 | 60 | — | €1 | Luxembourg | ||
QF7522721447
| US$10.12bn | 1.12 | 64 | 44 | 31 | US$0 | Luxembourg | ||
ZK68DPKK9Z4391
| £412.56m | 0.00 | 30 | 56 | 42 | £1 | Ireland | ||
QW6542378385
| US$10.12bn | 0.00 | 64 | 44 | 31 | US$0 | Luxembourg | ||
RN45X668RZ62
| £1.37bn | 2.35 | 38 | 54 | — | £100,000 | United Kingdom | ||
NP934161978566
| €8.76bn | 0.00 | 64 | 44 | 31 | €0 | Luxembourg | ||
MB977Z1GWHD313
| US$14.48m | 0.00 | 55 | 53 | — | US$250,000 | Ireland | ||
CM462429467153
| €126.69m | 0.00 | 60 | 60 | 34 | €1 | Luxembourg | ||
SS25JB4L3Q39
| €481.61m | 0.00 | 29 | 57 | 41 | €1 | Ireland | ||
PB768417833113
| US$601.06m | 0.00 | 83 | 89 | 98 | US$100,000 | Luxembourg | ||
TZ63948185776
| US$601.06m | 0.00 | 83 | 89 | 98 | US$0 | Luxembourg | ||
KN9835626753
| — | £49.16m | 0.00 | 41 | — | — | — | Luxembourg |
