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 -3.12 -2.39 -4.65 -7.52 -26.58 -41.44
Comgest Growth Europe Smaller Companies -5.20 -1.97 -6.29 -8.33 -21.90 6.72
Impax Asian Environmental Markets -4.69 -3.81 -5.47 -0.20 -10.62 35.77
Lazard European Smaller Companies -1.45 1.61 -1.77 -2.79 -7.13 52.53
AXA World Funds Global Convertibles -0.78 1.51 1.45 2.07 -6.46 6.97
Baillie Gifford Developed Asia Pacific -4.78 -3.46 -6.12 -3.04 -5.93 27.77
Waverton Sterling Bond -0.87 1.06 -1.72 1.04 -5.42 -4.02
Schroder European Smaller Companies -4.34 1.59 0.29 -2.93 -4.23 57.65
abrdn SICAV II European Smaller Companies -4.76 -1.11 -1.01 -0.20 -2.51 57.42
iShares Italy Government Bond ETF 0.16 0.36 0.38 2.13 -1.30 -5.72
iShares EURO STOXX Small UCITS ETF -0.33 3.96 1.26 -2.46 0.63 59.80
JPM Pacific Equity -2.24 -2.50 -3.41 3.22 1.42 37.92
Barings Europe Select Trust -3.07 0.49 -0.98 -3.11 2.00 44.22
Royal London Ethical Bond -0.33 1.61 1.81 5.87 2.30 8.52
HL Global Bond -0.47 1.51 0.13 4.52 3.01 10.61
Stewart Investors Asia Pacific and Japan All Cap -0.08 -8.23 -10.87 -2.86 4.23 55.03
JPM Europe Small Cap -0.57 4.22 4.60 5.93 5.28 80.09
Pimco GIS Diversified Income -0.35 2.15 1.42 8.02 6.62 14.32
Artemis Strategic Bond -0.33 1.75 0.58 6.09 7.61 15.84
Carmignac Portfolio Global Bond -1.56 1.40 1.26 4.83 7.80 20.31
AB Sustainable Euro High Yield Portfolio 0.15 1.24 2.41 4.26 8.39 27.48
Muzinich Market Duration Enhancedyield -0.31 1.53 0.80 5.91 9.26 19.64
Invesco AT1 Capital Bond UCITS ETF -2.75 -2.19 4.96 7.01 10.29 32.05
SPDR Bloomberg Euro High Yield Bond UCITS ETF 0.36 1.45 2.94 4.27 10.60 25.75
iShares € High Yield Corp Bond ESG UCITS ETF 0.49 1.39 2.97 4.60 10.73 22.50
AXA US Short Duration High Yield Bond -0.06 1.36 2.06 6.23 10.84 24.60
T. Rowe Price Diversified Income Bond -2.74 -2.86 4.08 2.66 10.98 19.12
Pictet EUR Short Term High Yield 0.75 1.42 2.68 2.98 11.55 24.73
Pictet EUR Short Term High Yield 0.76 1.42 2.68 2.98 11.57 24.72
BNY Mellon Small Cap Euroland 0.10 7.15 4.52 -1.51 11.68 87.20
iShares € High Yield Corp Bond UCITS ETF 0.45 1.48 3.04 4.28 11.97 26.45
BNY Mellon Inflation Linked Corporate Bond -0.81 0.29 0.38 4.14 12.29 30.90
SPDR S&P Pan Asia Dividend Aristocrats UCITS ETF -0.47 1.13 -1.93 6.04 12.89 41.57
Capital Group Global High Income Opportunities (LUX) -3.06 -2.47 2.30 3.18 13.53 27.38
Pictet EUR High Yield 0.37 1.42 2.91 5.27 13.59 24.22
Pictet EUR High Yield 0.37 1.41 2.91 5.27 13.59 24.16
Nomura Asia Investment Grade Bond -2.56 -1.86 3.63 5.38 14.11 11.78
Candriam Bonds Euro High Yield 0.35 0.81 2.41 3.91 14.15 23.11
GAM Star Credit Opportunities USD -2.60 -2.49 4.45 5.18 14.78 30.66
Mirabaud Discovery Europe Ex-UK -1.28 7.41 10.28 16.67 15.23 107.26
SPDR MSCI Europe Small Cap Value Weighted UCITS ETF 0.28 6.57 5.19 7.60 15.70 105.95
iShares Asia Pacific Dividend UCITS ETF -1.51 -4.06 -4.86 0.92 15.94 61.47
Janus Henderson Multi Asset Credit -0.39 1.13 2.58 6.90 16.70 37.33
Titan Hybrid Capital Bond -2.74 -2.19 6.63 7.50 19.33 42.63
PGIM European High Yield Bond -4.17 -3.98 5.23 5.88 20.95 42.71
Invesco Pacific (UK) -1.75 0.67 0.50 9.69 27.93 88.30
GAM Star Cat Bond 0.95 0.31 4.41 11.09 29.76 41.76