Gold Global Large-Cap Growth Equity Funds
This list highlights the top-performing Global Large-Cap Growth Equity funds, as rated by Morningstar. These funds invest primarily in large-cap growth companies from around the globe, with assets spread across developed markets, including at least 20% in North America and 15% in Greater Europe. They focus on companies defined as large-cap in the top 70% of the capitalisation of each of the seven regional Morningstar style zones. Growth is defined by high growth rates and high valuations. 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
|
|---|---|---|---|---|---|---|---|---|---|
| T. Rowe Price Funds SICAV - Global Focused Growth Equity Fund Q (GBP)
LU1028172499
| £3.60bn | 0.00 | 9 | 9 | 16 | £1,000 | Luxembourg | ||
| Capital Group New Perspective Fund (LUX) Z
LU1295555210
| US$19.56bn | 0.00 | 38 | 27 | 19 | US$0 | Luxembourg | ||
| FI Institutional Global Developed Equity Fund USD Class
IE00BZ4STG33
| US$1.36bn | 0.00 | 10 | 14 | 5 | US$5m | Ireland | ||
KT83ZJ6JCD995
| £378.69m | 0.00 | 7 | 4 | — | £5m | Ireland | ||
GZ95GZ2ZW6792
| £2.52bn | 0.00 | 1 | 1 | 1 | £1,000 | United Kingdom | ||
DT69YW5K831445
| £443.68m | 0.56 | 38 | 26 | 19 | £1,000 | United Kingdom | ||
BD24XF3CJ957
| US$1.09bn | 0.00 | 10 | 9 | 3 | US$5m | Ireland | ||
ZZ4847767798
| US$7.22bn | 0.00 | 28 | 14 | 12 | US$1m | Luxembourg | ||
TR86KR2GCM11
| US$509.12m | 0.00 | 7 | 4 | 3 | US$5m | Ireland | ||
ML966541146819
| US$19.56bn | 0.43 | 38 | 27 | 19 | US$0 | Luxembourg | ||
YZ15FZ7TRH6211
| US$126.13m | 0.00 | 9 | 11 | 4 | US$5m | Ireland | ||
TW97ZJS11T2869
| US$5.10bn | 0.00 | 15 | 3 | 5 | US$1m | Ireland | ||
NB877913662437
| £16.03bn | 0.42 | 9 | 7 | 4 | £3m | United Kingdom | ||
CM588192478114
| US$4.85bn | 0.00 | 8 | 9 | 16 | — | Luxembourg | ||
CZ66LJNPYN369
| €3.97bn | 0.00 | 14 | 35 | 8 | €10m | Ireland | ||
GN22GKV2M31448
| €3.97bn | 0.00 | 15 | 38 | 9 | €5,000 | Ireland | ||
SL73794479848
| £322.29m | 0.00 | 25 | 22 | 44 | £1,000 | Luxembourg | ||
CJ226742598183
| €21.60m | 0.00 | 13 | 20 | — | €0 | Luxembourg | ||
SL21NC4794494
| £288.32m | 0.20 | 7 | 9 | 16 | £10,000 | United Kingdom | ||
BT93YRKY4537
| €180.82m | 0.00 | 23 | 27 | 15 | €100,000 | Ireland | ||
YR24QC672Z47
| US$3.92bn | 0.00 | 69 | 57 | 17 | US$1,000 | Ireland | ||
MV56ZP695Z479
| US$3.92bn | 0.00 | 69 | 57 | 17 | US$1m | Ireland | ||
BP45RRY5SL6538
| £1.22bn | 0.00 | 15 | 38 | 9 | £100,000 | United Kingdom | ||
NC2746172769
| US$25.21m | 0.00 | 76 | 47 | 16 | US$0 | Luxembourg | ||
PV32PP23KP532
| US$15.64m | 0.00 | 32 | 53 | 23 | US$10m | Ireland |