Medalist Global Large-Cap Blend Equity Funds
This list showcases the top-performing funds in the Global Large-Cap Blend Equity category. These funds primarily invest in large-cap companies from developed markets worldwide, dividing assets across regions such as North America, Greater Europe, and other developed areas. The funds in this category invest at least 75% of their total assets in equities, focusing on a balanced mix of growth and value characteristics across global industries. Investors in these funds gain broad international exposure to large companies with potential for steady growth.
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
|
|---|---|---|---|---|---|---|---|---|---|
| Schroder Special Situations Fund Wealth Management Global Equity IS Accumulation USD
LU2835767448
| — | US$1.34bn | 0.00 | 60 | — | — | — | Luxembourg | |
| Schroder Special Situations Fund Wealth Management Global Equity IS Accumulation GBP
LU2835767018
| — | £995.46m | 0.00 | 60 | — | — | £0 | Luxembourg | |
| Goldman Sachs Global CORE Equity Portfolio R Acc USD Snap
LU0830625926
| US$9.06bn | 0.00 | 15 | 7 | 13 | US$5,000 | Luxembourg | ||
YP88W4XTK86455
| £4.88bn | 0.00 | 50 | 36 | 33 | £100,000 | Ireland | ||
YR77P25PZ28112
| £2.00bn | 1.19 | 15 | 9 | 9 | £1m | United Kingdom | ||
RZ18ZD6GSY624
| £277.91m | 1.08 | 7 | 3 | 2 | £500 | United Kingdom | ||
CV834617GBZ6
| — | US$1.38bn | 0.00 | 5 | — | — | US$50m | Ireland | |
GQ23XVD2ZQ134
| £16.18bn | 1.16 | 35 | 15 | 13 | £500 | United Kingdom | ||
QL93PHR11F1749
| £1.34bn | 0.00 | 24 | 13 | 13 | £30m | Ireland | ||
SG12J51RPK87
| £5.20bn | 0.60 | 30 | 20 | 28 | £1m | Ireland | ||
KR8729474947
| — | US$651.56m | 0.00 | 25 | — | — | US$1,000 | Luxembourg | |
WH91H6PCSZ883
| US$6.57bn | 0.00 | 49 | 35 | 32 | US$200,000 | Ireland | ||
CF197ZQKYFG197
| — | £264.80m | 0.00 | 60 | — | — | £100,000 | Ireland | |
NY8985857893
| SGD 8.13bn | 0.00 | 40 | 19 | — | — | Luxembourg | ||
QY2755397381
| US$5.57bn | 1.03 | 40 | 17 | 13 | US$125m | Luxembourg | ||
RV417845787568
| €597.09m | 0.00 | 67 | 55 | 40 | €0 | Luxembourg | ||
VY228PB6XJ338
| — | €2.03bn | 0.00 | 21 | — | — | €100m | Ireland | |
JF66747D8JP3
| €174.65m | 0.00 | 11 | 4 | — | €1m | Ireland | ||
RF36ND698P5275
| £534.58m | 0.34 | 12 | 38 | 37 | £1,000 | United Kingdom | ||
YS94FNYZL5479
| €281.31m | 0.00 | 32 | 12 | 8 | €30m | Ireland | ||
HZ85MNG16Q17
| £339.57m | 1.32 | 4 | 1 | 2 | £500 | United Kingdom | ||
ML37RKBGHQ566
| £1.24bn | 1.00 | 28 | 18 | 27 | £1m | United Kingdom | ||
KS1478C453F5
| US$87.88m | 0.00 | 68 | 18 | — | US$5m | Ireland | ||
MZ7213185223
| — | €2.80bn | 0.00 | 21 | — | — | — | Luxembourg | |
CR49TQMNT445
| £1.40bn | 0.00 | 23 | 12 | 13 | £30m | Ireland |
