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 -0.37 -3.23 -8.65 -11.09 -30.08 -41.90
Impax Asian Environmental Markets 2.87 9.92 1.77 10.48 -3.28 13.52
Comgest Growth Europe Smaller Companies -3.14 -0.55 1.80 3.51 -3.00 -13.97
Stewart Investors Asia Pacific and Japan All Cap -1.54 0.71 -1.50 -4.13 -1.60 25.85
Waverton Sterling Bond -0.16 1.92 0.36 -1.45 1.13 -6.91
PIMCO Mortgage Opportunities 1.52 3.28 -2.37 2.97 1.41 11.31
Baillie Gifford Developed Asia Pacific 4.18 6.59 0.97 5.85 3.13 3.61
T. Rowe Price Diversified Income Bond 1.31 2.24 -3.08 2.57 3.90 9.73
Invesco AT1 Capital Bond UCITS ETF 1.76 4.14 -1.22 7.03 5.76 16.87
GAM Star Credit Opportunities USD 1.07 2.67 -2.45 4.19 7.04 19.67
Carmignac Portfolio Global Bond 1.27 1.56 -0.98 2.60 7.67 11.12
Capital Group Global High Income Opportunities (LUX) 1.40 4.11 -0.95 4.41 10.30 15.41
HL Global Bond 0.89 3.11 3.08 4.36 10.69 4.81
iShares Italy Government Bond ETF -0.48 3.66 6.47 5.66 11.43 -6.85
JPM Pacific Equity 3.24 7.87 4.30 11.61 11.85 18.76
Royal London Ethical Bond 0.64 2.63 3.24 5.54 13.02 3.03
AXA World Funds - Global Convertibles -0.31 7.54 10.50 14.90 13.85 -0.31
PGIM European High Yield Bond 1.54 2.89 -3.50 5.76 14.60 28.77
Titan Hybrid Capital Bond 1.42 3.71 -1.96 6.37 16.24 27.63
AXA US Short Duration High Yield Bond 0.48 1.75 3.00 6.12 16.39 18.35
Artemis Strategic Bond 1.01 3.16 4.58 6.10 16.48 11.46
Muzinich Market Duration Enhancedyield 0.67 3.04 3.12 4.70 16.76 12.80
BNY Mellon Inflation Linked Corporate Bond 0.43 3.21 2.49 4.15 17.17 25.76
Schroder European Smaller Companies -0.71 4.89 5.86 10.10 19.83 31.45
PIMCO GIS Diversified Income 0.98 3.75 3.90 6.74 20.03 4.92
Lazard European Smaller Companies -0.28 5.07 13.62 13.01 21.82 37.23
Pictet EUR Short Term High Yield 0.51 3.87 7.26 7.58 22.09 15.57
Pictet EUR Short Term High Yield 0.51 3.87 7.26 7.57 22.10 15.56
abrdn SICAV II European Smaller Companies -2.28 1.71 3.08 9.22 23.10 28.05
SPDR Bloomberg Euro High Yield Bond UCITS ETF 0.76 4.64 7.31 8.83 24.05 13.88
iShares € High Yield Corp Bond UCITS ETF 0.71 4.68 7.14 8.71 24.16 15.24
iShares € High Yield Corp Bond ESG SRI UCITS ETF 0.84 5.11 7.69 9.18 24.57 13.20
AB Sustainable Euro High Yield Portfolio 0.52 4.72 7.17 8.44 24.60 11.89
iShares EURO STOXX Small UCITS ETF 1.30 7.76 16.06 17.14 26.09 45.61
iShares Asia Pacific Dividend UCITS ETF 3.33 11.68 8.99 15.80 26.35 58.18
Janus Henderson Multi Asset Credit 0.85 2.84 3.11 7.40 26.63 27.82
Candriam Bonds Euro High Yield 0.62 4.86 7.42 8.52 27.16 16.42
SPDR S&P Pan Asia Dividend Aristocrats UCITS ETF 4.52 9.33 9.80 18.20 27.77 36.75
Pictet EUR High Yield 0.77 5.05 7.81 9.81 28.65 15.24
Pictet EUR High Yield 0.77 5.05 7.81 9.82 28.66 15.26
SPDR MSCI Europe Small Cap UCITS ETF -0.14 5.50 12.64 13.50 28.93 47.13
GAM Star Cat Bond 0.98 2.91 3.99 11.12 33.76 42.49
Invesco Pacific (UK) 2.64 8.44 5.35 16.75 38.80 69.67
JPM Europe Small Cap 0.07 6.86 18.45 23.02 39.15 56.28
BNY Mellon Small Cap Euroland 1.91 8.44 17.64 22.39 41.80 66.14
SPDR MSCI Europe Small Cap Value Weighted UCITS ETF 0.81 7.56 16.57 21.54 44.76 89.12
Mirabaud Discovery Europe Ex-UK -0.42 10.97 15.59 27.84 45.62 86.41