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
LOCK|^s >C?rT%!w nZP@dhy b&^?y# P$GV% &V#N v &vjY$%KB&Zb<wv@
CH95BX46457224
£104.96m
1.71
20
4
2
£10,000
United Kingdom
LOCK|^s >C?rT%!w nZP@dhy b&^?y# P$GV% &V#N v &vjY$%KB&Zb<wv@
SJ16D7Y66V4817
£2.51bn
1.68
80
78
82
£1,000
United Kingdom
LOCK|^s >C?rT%!w nZP@dhy b&^?y# P$GV% &V#N v &vjY$%KB&Zb<wv@
LG18GS4DX8477
£2.18bn
2.75
62
57
21
£1m
United Kingdom
LOCK|^s >C?rT%!w nZP@dhy b&^?y# P$GV% &V#N v &vjY$%KB&Zb<wv@
KN51L24TXM4485
£2.48bn
2.64
17
15
12
£1m
United Kingdom
LOCK|^s >C?rT%!w nZP@dhy b&^?y# P$GV% &V#N v &vjY$%KB&Zb<wv@
PJ65VN6LK97766
£2.18bn
2.66
23
18
10
£1m
United Kingdom
LOCK|^s >C?rT%!w nZP@dhy b&^?y# P$GV% &V#N v &vjY$%KB&Zb<wv@
PY17T4LQL84928
£2.42bn
2.72
17
15
13
£1m
United Kingdom
LOCK|^s >C?rT%!w nZP@dhy b&^?y# P$GV% &V#N v &vjY$%KB&Zb<wv@
VX569572752339
£421.79m
2.76
41
44
45
£500,000
United Kingdom
LOCK|^s >C?rT%!w nZP@dhy b&^?y# P$GV% &V#N v &vjY$%KB&Zb<wv@
FJ673527713287
£70.35m
0.00
71
62
68
Luxembourg
LOCK|^s >C?rT%!w nZP@dhy b&^?y# P$GV% &V#N v &vjY$%KB&Zb<wv@
SK26385213365
£75.20m
2.60
34
36
47
£1,000
United Kingdom
LOCK|^s >C?rT%!w nZP@dhy b&^?y# P$GV% &V#N v &vjY$%KB&Zb<wv@
BG32B32WHJ882
£1.01bn
2.07
62
64
56
£100,000
United Kingdom
LOCK|^s >C?rT%!w nZP@dhy b&^?y# P$GV% &V#N v &vjY$%KB&Zb<wv@
LV82N67VCW89
£432.86m
0.00
62
68
62
£1m
United Kingdom
LOCK|^s >C?rT%!w nZP@dhy b&^?y# P$GV% &V#N v &vjY$%KB&Zb<wv@
FB23J3QRDM961
£865.20m
2.77
48
50
43
£100,000
United Kingdom
LOCK|^s >C?rT%!w nZP@dhy b&^?y# P$GV% &V#N v &vjY$%KB&Zb<wv@
DH267213527314
£5.04bn
2.47
37
43
45
£500
United Kingdom
LOCK|^s >C?rT%!w nZP@dhy b&^?y# P$GV% &V#N v &vjY$%KB&Zb<wv@
PK82KN75HC81
£3.96bn
2.81
63
63
£10m
United Kingdom
LOCK|^s >C?rT%!w nZP@dhy b&^?y# P$GV% &V#N v &vjY$%KB&Zb<wv@
WN21848117127
£716.69m
2.52
44
53
48
£500
United Kingdom
LOCK|^s >C?rT%!w nZP@dhy b&^?y# P$GV% &V#N v &vjY$%KB&Zb<wv@
BT84T6ZFZB6196
£64.15m
1.97
6
£1m
United Kingdom