Gold Global Large-Cap Value Equity Funds
This list highlights the top-performing Global Large-Cap Value Equity funds, as rated by Morningstar. These funds invest primarily in large-cap value companies from around the globe, with assets divided across developed markets, including 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. Value is defined by low valuations and slow growth rates. 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
|
|---|---|---|---|---|---|---|---|---|---|
| UBS FTSE RAFI Developed 1000 Index Fund C Accumulation
GB00BX9C1L56
| £1.17bn | 0.78 | 30 | 25 | 8 | £1,000 | United Kingdom | ||
| AQR UCITS Funds II - AQR Style Premia Global Equity UCITS B1 EUR
LU1285432289
| €426.32m | 0.00 | 39 | 7 | 13 | €100,000 | Luxembourg | ||
| Artisan Global Value Fund Class I Euro Accumulating Shares
IE00B4M6YD48
| €6.35bn | 0.00 | 38 | 20 | 14 | €500,000 | Ireland | ||
YS65Y57FGR32
| €7.39bn | 0.00 | 71 | 66 | 49 | €50,000 | Ireland | ||
KJ52M22S778822
| £6.36bn | 0.00 | 71 | 66 | 49 | £50,000 | Ireland | ||
RF75P11JGV51
| £1.90bn | 1.51 | 16 | 27 | 9 | £100,000 | Ireland | ||
TD96J56CB896
| €2.24bn | 0.00 | 14 | 26 | 8 | €200,000 | Ireland | ||
YC52B5GCDN166
| US$493.53m | 0.00 | 30 | 28 | 16 | — | Ireland | ||
HW46135264199
| £2.65bn | 0.00 | 56 | 22 | 2 | £0 | Luxembourg | ||
CZ17Z1KZJV48
| £1.90bn | 0.00 | 15 | 27 | 9 | £100,000 | Ireland | ||
BY8429497516
| £397.91m | 1.61 | 12 | 29 | 16 | £100,000 | United Kingdom | ||
WT47S8WLM1254
| £5.47bn | 0.00 | 39 | 22 | 16 | £500,000 | Ireland | ||
CW92H9598G28
| £630.47m | 1.62 | 31 | 6 | 4 | £500,000 | United Kingdom | ||
NS4798586716
| — | £362.76m | 0.00 | 40 | — | — | £1,000 | Luxembourg | |
YL2363621988
| — | €938.62m | 0.00 | 47 | — | — | — | Luxembourg | |
HS768392555963
| — | £798.67m | — | — | — | — | £0 | Luxembourg | |
MB39769212447
| — | US$1.07bn | 0.00 | 47 | — | — | US$0 | Luxembourg |
