Medalist Europe Large-Cap Blend Equity Funds
This list features the top-performing funds in the Europe Large-Cap Blend Equity category, which includes funds that invest primarily in large-cap European equities. These funds typically hold at least 75% of their total assets in equities, with a focus on the European market (including the UK). The funds in this category provide exposure to a broad range of industries, investing across a blend of growth and value styles. They offer investors access to established, large European companies with diversified sector exposure and moderate growth potential.
Morningstar uses a five-tier scale (Gold to Negative) to rate funds. For actively managed funds, Gold, Silver, and Bronze ratings are given to funds expected to outperform their relevant category index after fees and risk. For passive strategies, these ratings are given to funds expected to deliver alpha that exceeds either the category median net alpha or zero over the long term.
|
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
|
|---|---|---|---|---|---|---|---|---|---|
| Artisan Global Value Fund Class I Euro Accumulating Shares
IE00B4M6YD48
| €6.35bn | 0.00 | 38 | 20 | 14 | €500,000 | Ireland | ||
| UBS FTSE RAFI Developed 1000 Index Fund C Accumulation
GB00BX9C1L56
| £1.17bn | 0.78 | 30 | 25 | 8 | £1,000 | United Kingdom | ||
| Dodge & Cox Worldwide Global Stock Fund EUR Accumulating Class
IE00B55JMJ98
| €7.39bn | 0.00 | 71 | 66 | 49 | €50,000 | Ireland | ||
DN75148737688
| — | £364.34m | 0.00 | 40 | — | — | £1,000 | Luxembourg | |
FC9632574256
| — | €938.62m | 0.00 | 47 | — | — | — | Luxembourg | |
DR97F89D511342
| £6.36bn | 0.00 | 71 | 66 | 49 | £50,000 | Ireland | ||
HJ784323957994
| — | £798.67m | — | — | — | — | £0 | Luxembourg | |
PJ46S75RMK2713
| £1.90bn | 1.51 | 16 | 27 | 9 | £100,000 | Ireland | ||
LZ84X17ZZ347
| €2.24bn | 0.00 | 14 | 26 | 8 | €200,000 | Ireland | ||
NY78H6DVZT889
| US$493.53m | 0.00 | 30 | 28 | 16 | — | Ireland | ||
KS2762415637
| €429.03m | 0.00 | 39 | 7 | 13 | €100,000 | Luxembourg | ||
GQ194321934599
| — | US$1.07bn | 0.00 | 47 | — | — | US$0 | Luxembourg | |
QG998977452394
| £2.65bn | 0.00 | 56 | 22 | 2 | £0 | Luxembourg | ||
RL74J1RHJM4342
| £1.90bn | 0.00 | 15 | 27 | 9 | £100,000 | Ireland | ||
DB6914935614
| £397.91m | 1.61 | 12 | 29 | 16 | £100,000 | United Kingdom | ||
GM88F4KMD17813
| £5.47bn | 0.00 | 39 | 22 | 16 | £500,000 | Ireland | ||
BB95R4719B327
| £630.47m | 1.62 | 31 | 6 | 4 | £500,000 | United Kingdom | ||
VF53HTRK2G174
| US$45.05m | 0.00 | 27 | 33 | 42 | US$1m | Ireland | ||
XV4957366699
| — | US$1.07bn | 0.00 | 50 | — | — | US$0 | Luxembourg | |
CP539696234561
| €8.50bn | 0.00 | 70 | 43 | 15 | €0 | Luxembourg | ||
ZB36HP8XL1825
| US$394.04m | 0.00 | 1 | 3 | 1 | US$100,000 | Ireland | ||
FL77CYDZHG7951
| £1.30bn | 2.73 | 34 | 48 | — | £0 | United Kingdom | ||
KZ8286813186
| €87.75m | 1.55 | 69 | 66 | 56 | €2m | Luxembourg | ||
BX3537D9KM3114
| — | US$196.44m | 0.00 | 43 | — | — | US$100,000 | Ireland | |
RT892ZB7BV69
| — | €172.21m | 0.00 | 44 | — | — | €1,000 | Ireland |