Gold Global Large-Cap Blend Equity Funds
This list highlights the top-performing Global Large-Cap Blend Equity funds, as rated by Morningstar. These funds invest primarily in large-cap companies from around the globe, dividing assets across developed markets with at least 20% in North America and 15% in Greater Europe. They focus on large-cap companies, defined as those in the top 70% of the capitalisation of each of the seven regional Morningstar style zones (Europe, US, Canada, Latin America, Japan, Asia ex-Japan, and Australia/New Zealand). At least 75% of their assets are invested in equities.
Gold-rated funds are expected to deliver the best results in their category. Actively managed funds aim to outperform their index and rank in the top 15% of their Morningstar Category. Passively managed funds aim to match or slightly exceed their index, also ranking in the top 15% of their Morningstar Category.
|
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
|
|---|---|---|---|---|---|---|---|---|---|
| Legal & General Global Equity Index Fund I Class Accumulation
GB00B83LW328
| £2.00bn | 1.19 | 15 | 9 | 9 | £1m | United Kingdom | ||
| Invesco Global ex UK Enhanced Index Fund (UK) Z (Acc)
GB00BZ8GWT74
| £277.91m | 1.08 | 7 | 3 | 2 | £500 | United Kingdom | ||
| Fidelity Index World Fund P Accumulation
GB00BJS8SJ34
| £16.18bn | 1.16 | 35 | 15 | 13 | £500 | United Kingdom | ||
RH96BZP79N21
| £1.34bn | 0.00 | 24 | 13 | 13 | £30m | Ireland | ||
WJ56859K2VK4
| €174.65m | 0.00 | 11 | 4 | — | €1m | Ireland | ||
YJ73HKSLR76732
| €281.31m | 0.00 | 32 | 12 | 8 | €30m | Ireland | ||
WG63JYG46G363
| £339.57m | 1.32 | 4 | 1 | 2 | £500 | United Kingdom | ||
RD3415R699X513
| US$87.88m | 0.00 | 68 | 18 | — | US$5m | Ireland | ||
ZP82QCMWG3311
| £1.40bn | 0.00 | 23 | 12 | 13 | £30m | Ireland | ||
BQ33LDNBZF93
| £44.88m | 0.82 | 35 | 19 | 7 | £10m | Ireland | ||
GZ12K44G6R74
| £31.59bn | 1.10 | 26 | 12 | 11 | £1m | United Kingdom | ||
XN61465727335
| €1.33bn | 0.00 | 26 | 5 | 3 | €0 | Luxembourg | ||
HP86489619499
| €1.21bn | 0.00 | 31 | 10 | 8 | €0 | Luxembourg | ||
MS69175345611
| €245.11m | 0.00 | 6 | 2 | 3 | €10m | Luxembourg | ||
ZV113617174782
| US$3.21bn | 0.00 | 21 | 13 | 14 | US$5,000 | Luxembourg | ||
JR12JXSPW397
| £339.57m | 0.58 | 6 | 2 | 2 | £10m | United Kingdom | ||
FZ674GHC9Q572
| £65.37m | 0.00 | 68 | 18 | — | £5m | Ireland | ||
XM38PQR18X9591
| £480.99m | 0.00 | 1 | 1 | 3 | £25m | Ireland | ||
RM82LLJ65626
| €4.70bn | 0.00 | 1 | 3 | 3 | — | Ireland | ||
DN456695487355
| £2.20bn | 0.72 | 51 | 24 | 19 | £5m | United Kingdom | ||
CB71GVGPRR962
| US$60.17m | 0.00 | 35 | 19 | 8 | US$10m | Ireland | ||
LH25L6Y8QR1875
| £8.02bn | 1.12 | 15 | 9 | 8 | £1m | United Kingdom | ||
JW985873721725
| €1.95bn | 0.00 | 45 | 25 | 12 | €10m | Luxembourg | ||
FW56XSFFC537
| £109.05m | 0.91 | 2 | 1 | 1 | £500 | United Kingdom | ||
SZ23SGDW6C511
| US$1.38bn | 0.00 | 5 | 5 | 5 | US$5,000 | Ireland |