From Morningstar: 2025-04-29 03:48:00

Brazil, India, Japan, and UK mid-cap indexes fully recover since tariff announcements on April 2, with Germany close behind. Growth stocks also rebound: Morningstar Global Growth Target Market Exposure Index turns positive on April 25, recovering from a 10.80% loss on April 7. Morningstar Global Market Index remains 1.16% lower post-tariffs.

Top 5 Global Large Cap Growth Stock Funds stand out despite market volatility. Global large cap growth funds dropped 0.48% in the last 12 months but yielded 4.95% over three years and 8.16% over five years. Funds invest in large-growth stocks worldwide, with 75% assets in stocks.

Screening for the Best Global Large Cap Growth Stock Funds yields five top performers. Baillie Gifford Long Term Global Growth Investment Fund has returned 7.60% over the past 12 months, outperforming its category. Rathbone Global Opportunities Fund and CT Global Focus Fund also show strong performance over the past three and five years. WS Blue Whale Growth Fund and Janus Henderson Global Sustainable Equity Fund also deliver solid returns. A process focused on sustainable development, innovation, and long-term growth guides investment decisions. Managers target companies positively impacting the environment and society, aligning with U.N. Sustainable Development Goals. This approach leads to a portfolio with long-term compounding characteristics and support from structural growth drivers while avoiding certain sectors and specific stocks like Alphabet, Meta, and Apple.

Analyst Daniel Haydon highlights the process’s strengths in identifying well-owned global equity growth companies and mid-cap second derivative plays on long-term trends like electrification. Sector biases include underweighting in materials, traditional energy, pharmaceuticals, consumer staples, and defense stocks. Exclusions of certain stocks impact portfolio results, contributing to the strategy’s success.

Morningstar generated this article with automation and editorial review. The authors do not own shares in any securities mentioned. Learn more about Morningstar’s use of automation and editorial policies.



Read more at Morningstar: Top 5 Global Large Cap Growth Stock Funds