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
IFSL Sanlam Conservative -1.70 0.19 - - - -
Optimal Multi Asset Defensive -1.65 -0.43 1.80 1.75 0.40 6.07
Invesco Japanese Smaller Companies (UK) -8.34 -7.04 6.76 21.86 2.17 106.68
Liontrust MA Monthly High Income -1.44 0.20 2.96 -2.12 4.57 21.02
BlackRock GF Japan Small & MidCap Opportunities -3.03 0.38 9.42 14.66 5.65 73.88
EF New Horizon Income -0.80 0.98 2.86 -0.17 5.99 15.80
Barclays Wealth Global Markets 1 -1.74 -0.91 0.46 3.50 7.60 19.34
7IM AAP Moderately Cautious -1.89 -0.14 2.57 4.62 7.84 19.17
EF New Horizon Cautious -1.90 0.58 2.30 3.18 8.04 16.27
BNY Mellon Inflation Linked Corporate Bond -1.03 -0.22 1.96 1.94 8.46 30.59
Carmignac Portfolio Unconstrained Global Bond -0.69 -0.38 0.70 -0.58 10.17 23.12
AXA Sterling Strategic Bond -5.65 -5.10 -4.39 -2.93 10.52 20.35
L&G Mixed Investment 0-20% -1.65 -0.50 1.70 2.14 10.75 23.03
TM UBS (UK) Global Yield -1.32 0.74 3.54 3.76 10.86 26.16
Artemis Strategic Bond -0.81 -0.11 2.19 3.25 11.10 32.04
HL Multi Manager Strategic Bond -1.55 -0.58 1.61 2.98 11.24 24.91
JPM Europe Small Cap -0.36 8.36 16.75 14.66 11.81 72.59
Liontrust MA Active Moderate Income -2.92 -0.25 2.12 3.42 12.27 28.39
M&G Japan Smaller Companies 10.21 20.24 33.44 35.78 13.63 91.38
Janus Henderson Horizon Japanese Smaller Companies -1.00 3.12 15.23 17.13 14.13 76.87
Schroder European Smaller Companies 0.00 9.87 17.45 29.48 14.64 86.26
BNY Mellon Small Cap Euroland -0.92 5.95 14.21 17.65 14.71 90.59
Pimco GIS Diversified Income -1.58 -0.47 1.84 2.19 14.99 35.93
Royal London Ethical Bond -2.85 -1.29 1.46 1.59 15.52 32.16
Stewart Investors Asia Pcfic and Japan Sustblty -4.19 3.10 13.47 21.38 15.55 60.97
Aberdeen Standard SICAV I Japanese Smaller Companies -7.00 -5.64 7.02 18.20 15.87 76.04
Mirabaud Discovery Europe Ex-UK 4.09 11.45 16.88 19.04 17.00 80.61
BNY Mellon Japan Small Cap Equity Focus -5.05 -3.46 11.15 27.14 17.11 107.22
Lazard European Smaller Companies 0.88 9.24 19.94 20.56 17.55 72.38
Waverton Sterling Bond -1.96 -1.20 -0.24 4.18 17.85 33.42
JPM Europe Dynamic Small Cap -0.91 4.10 12.11 18.82 18.40 85.75
Janus Henderson Preference & Bond -1.27 -0.12 2.58 5.49 18.74 36.44
Legg Mason IF Brandywine Global Income Optimiser 0.17 1.17 4.18 12.47 21.72 42.03
Barings Europe Select Trust -2.36 4.94 9.17 15.91 21.92 80.79
Invesco Pacific (UK) -2.73 5.27 19.32 27.53 23.68 111.64
Matthews Asia Dividend -6.43 0.34 12.97 30.96 25.35 86.49
Baillie Gifford Japanese Smaller Companies -4.65 -6.93 9.59 42.93 25.66 131.24
ASI Europe ex UK Smaller Companies -1.87 3.29 11.11 25.75 27.15 90.45
SVS BambuBlack Asia Income & Growth -7.41 -0.85 8.66 28.34 28.91 108.36
ASI Asia Pacific & Japan Equity -7.17 0.74 11.80 25.33 32.38 106.37
Standard Life Investments European Smaller Companies -1.56 3.20 12.62 21.26 36.92 98.07
Wellington Pan European Small Cap Equity 0.50 8.08 13.26 23.42 38.37 -
Baillie Gifford Developed Asia Pacific -2.80 -0.38 13.96 34.82 39.52 108.77
JPM Pacific Equity -4.95 2.78 13.94 31.15 48.37 151.93
TM Cerno Pacific -7.40 10.92 29.54 65.23 85.44 -