Bronze UK Large-Cap Equity Funds
These funds are a practical option for investors seeking exposure to large-cap UK equities but may not deliver the same level of performance as Gold or Silver-rated funds. Their Bronze ratings indicate that they have the potential to provide some value, making them suitable for those looking for a more conservative approach in their equity investments. While they might be less aggressive in generating returns, they can still play a role in a balanced investment strategy.
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
|
|---|---|---|---|---|---|---|---|---|---|
| JPM UK Equity Plus Fund C Net Accumulation
GB00BW4Q9B11
| £740.82m | 1.82 | 10 | 3 | 19 | £5m | United Kingdom | ||
| PUTM UK Stock Market Fund Accumulation units GBP
GB00B0BVFT59
| £5.13bn | 1.79 | 14 | 14 | 11 | £1m | United Kingdom | ||
| iShares 100 UK Equity Index Fund (UK) D Acc
GB00B7W4GQ69
| £856.38m | 2.64 | 15 | 13 | 11 | £100,000 | United Kingdom | ||
CH95BX46457224
| £104.96m | 1.71 | 20 | 4 | 2 | £10,000 | United Kingdom | ||
SJ16D7Y66V4817
| £2.51bn | 1.68 | 80 | 78 | 82 | £1,000 | United Kingdom | ||
LG18GS4DX8477
| £2.18bn | 2.75 | 62 | 57 | 21 | £1m | United Kingdom | ||
KN51L24TXM4485
| £2.48bn | 2.64 | 17 | 15 | 12 | £1m | United Kingdom | ||
PJ65VN6LK97766
| £2.18bn | 2.66 | 23 | 18 | 10 | £1m | United Kingdom | ||
PY17T4LQL84928
| £2.42bn | 2.72 | 17 | 15 | 13 | £1m | United Kingdom | ||
VX569572752339
| £421.79m | 2.76 | 41 | 44 | 45 | £500,000 | United Kingdom | ||
FJ673527713287
| £70.35m | 0.00 | 71 | 62 | 68 | — | Luxembourg | ||
SK26385213365
| £75.20m | 2.60 | 34 | 36 | 47 | £1,000 | United Kingdom | ||
BG32B32WHJ882
| £1.01bn | 2.07 | 62 | 64 | 56 | £100,000 | United Kingdom | ||
LV82N67VCW89
| £432.86m | 0.00 | 62 | 68 | 62 | £1m | United Kingdom | ||
FB23J3QRDM961
| £865.20m | 2.77 | 48 | 50 | 43 | £100,000 | United Kingdom | ||
DH267213527314
| £5.04bn | 2.47 | 37 | 43 | 45 | £500 | United Kingdom | ||
PK82KN75HC81
| £3.96bn | 2.81 | 63 | 63 | — | £10m | United Kingdom | ||
WN21848117127
| £716.69m | 2.52 | 44 | 53 | 48 | £500 | United Kingdom | ||
BT84T6ZFZB6196
| — | £64.15m | 1.97 | 6 | — | — | £1m | United Kingdom |