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
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RH96BZP79N21
£1.34bn
0.00
24
13
13
£30m
Ireland
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WJ56859K2VK4
€174.65m
0.00
11
4
€1m
Ireland
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YJ73HKSLR76732
€281.31m
0.00
32
12
8
€30m
Ireland
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WG63JYG46G363
£339.57m
1.32
4
1
2
£500
United Kingdom
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RD3415R699X513
US$87.88m
0.00
68
18
US$5m
Ireland
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ZP82QCMWG3311
£1.40bn
0.00
23
12
13
£30m
Ireland
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BQ33LDNBZF93
£44.88m
0.82
35
19
7
£10m
Ireland
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GZ12K44G6R74
£31.59bn
1.10
26
12
11
£1m
United Kingdom
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XN61465727335
€1.33bn
0.00
26
5
3
€0
Luxembourg
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HP86489619499
€1.21bn
0.00
31
10
8
€0
Luxembourg
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MS69175345611
€245.11m
0.00
6
2
3
€10m
Luxembourg
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ZV113617174782
US$3.21bn
0.00
21
13
14
US$5,000
Luxembourg
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JR12JXSPW397
£339.57m
0.58
6
2
2
£10m
United Kingdom
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FZ674GHC9Q572
£65.37m
0.00
68
18
£5m
Ireland
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XM38PQR18X9591
£480.99m
0.00
1
1
3
£25m
Ireland
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RM82LLJ65626
€4.70bn
0.00
1
3
3
Ireland
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DN456695487355
£2.20bn
0.72
51
24
19
£5m
United Kingdom
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CB71GVGPRR962
US$60.17m
0.00
35
19
8
US$10m
Ireland
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LH25L6Y8QR1875
£8.02bn
1.12
15
9
8
£1m
United Kingdom
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JW985873721725
€1.95bn
0.00
45
25
12
€10m
Luxembourg
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FW56XSFFC537
£109.05m
0.91
2
1
1
£500
United Kingdom
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SZ23SGDW6C511
US$1.38bn
0.00
5
5
5
US$5,000
Ireland