Research Centre

Lowest Falling Funds in the Lowest Falling Sectors

The 10 funds which have fallen the most in value, from the 5 sectors which have fallen the most in value in the last 3 years.

Fund Name 1mth chg % 3mth chg % 6mth chg % 1yr chg % 3yr chg % 5yr chg % FE Crown Rating
Xtrackers II Japan Government Bond UCITS ETF -1.97 -9.04 -11.89 -19.88 -35.96 -45.79
Comgest Growth Europe Smaller Companies -3.58 -0.56 -4.38 -3.06 -3.77 -25.43
Stewart Investors Asia Pacific and Japan All Cap 1.31 0.41 2.44 -2.20 -2.24 5.42
Baillie Gifford Developed Asia Pacific 2.02 -0.28 2.14 2.04 3.94 -13.23
Invesco USD AT1 CoCo Bond UCITS ETF -1.28 -1.32 2.85 -0.36 6.01 18.65
Waverton Sterling Bond -0.49 0.63 2.29 2.93 7.52 -4.95
GAM Star Credit Opportunities USD -1.41 -2.55 1.00 -3.04 7.53 19.36
T. Rowe Price Diversified Income Bond -1.38 -2.66 1.33 -3.89 9.44 12.37
Carmignac Portfolio Global Bond 1.13 1.70 4.13 2.97 11.92 14.65
HL Global Bond 0.36 1.09 3.07 6.17 13.39 4.62
iShares Italy Government Bond ETF 0.78 -0.35 2.07 7.76 13.55 -5.61
Capital Group Global High Income Opportunities (LUX) -0.47 -0.81 3.82 0.70 13.70 17.63
PGIM European High Yield Bond -1.17 -2.00 1.10 -4.33 15.46 27.07
abrdn SICAV II European Smaller Companies -1.15 2.33 -0.37 4.93 15.79 8.78
Impax Asian Environmental Markets 3.37 5.63 20.25 21.94 16.28 9.26
Pictet EUR Short Term High Yield 0.28 0.12 1.93 8.96 16.71 16.68
PIMCO Adv Euro Short-Term High Yield Corporate Bond UCITS ETF 0.56 0.65 2.31 9.60 17.99 15.35
Muzinich Market Duration Enhancedyield 0.46 1.35 3.11 6.70 18.79 11.24
iShares € High Yield Corp Bond UCITS ETF 0.49 0.35 2.09 9.19 18.88 14.36
Titan Hybrid Capital Bond -1.15 -1.93 2.48 -1.33 18.93 22.59
SPDR Bloomberg Euro High Yield Bond UCITS ETF 0.63 0.55 2.21 9.51 19.44 13.26
AXA World Funds - Global Convertibles 0.30 -1.02 6.33 16.22 19.75 -6.54
AXA US Short Duration High Yield Bond 0.29 1.70 2.91 6.07 19.81 18.25
Artemis Strategic Bond 0.56 1.72 3.48 7.92 19.96 11.96
BNY Mellon Inflation Linked Corporate Bond 0.25 1.16 2.59 4.52 20.15 24.85
iShares € High Yield Corp Bond ESG SRI UCITS ETF 0.61 0.41 2.84 10.33 20.17 13.18
Schroder European Smaller Companies 1.82 6.21 3.07 12.31 20.42 11.37
Royal London Ethical Bond 0.18 2.00 4.28 7.72 20.61 4.35
AB Sustainable Euro High Yield Portfolio 0.62 0.72 2.77 10.16 20.65 10.86
Candriam Bonds Euro High Yield 0.57 0.21 2.45 9.59 21.24 16.79
Algebris Global Credit Opportunities 0.49 1.10 2.70 4.46 22.53 24.27
Pictet EUR High Yield 0.77 0.63 2.73 10.48 23.61 15.52
Pictet EUR High Yield 0.77 0.64 2.74 10.49 23.62 15.55
Lazard European Smaller Companies 3.17 6.57 6.37 23.41 25.27 19.20
Janus Henderson Multi Asset Credit -0.14 1.25 2.66 5.85 25.69 25.23
PIMCO GIS Diversified Income 0.80 2.38 5.39 10.04 25.84 6.59
iShares EURO STOXX Small UCITS ETF 2.97 9.72 12.01 28.55 28.20 38.95
JPM Pacific Equity 4.29 5.08 19.95 25.11 29.48 12.46
SPDR S&P Pan Asia Dividend Aristocrats UCITS ETF 3.17 2.16 6.44 17.67 33.64 36.25
JPM Europe Dynamic Small Cap 2.60 9.43 8.61 26.00 33.78 19.68
BNY Mellon Small Cap Euroland 2.70 8.34 11.11 30.38 38.44 53.86
GAM Swiss Re Cat Bond 0.53 2.02 7.02 11.00 45.39 49.19
SPDR MSCI Europe Small Cap Value Weighted UCITS ETF 4.13 11.57 13.03 32.32 45.82 69.07
iShares Asia Pacific Dividend UCITS ETF 7.77 11.71 22.57 30.92 47.97 71.17
JPM Europe Small Cap 3.33 10.03 9.91 31.66 48.16 41.76
Invesco Pacific (UK) 4.26 6.21 19.31 26.43 57.20 57.79
Mirabaud Discovery Europe Ex-UK 1.83 7.92 10.21 28.92 57.87 76.02