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
EF Rosevine Capital Global Equity 7.54 12.14 13.51 26.76 - -
Allianz All China Equity 6.05 6.15 20.02 36.08 - -
BNY Mellon Global Infrastructure Income 7.69 -11.16 -13.82 -8.75 - -
AXA Ethical Distribution 5.54 -2.34 -4.52 -1.63 0.00 14.65
LF Canlife Sterling Liquidity 0.10 0.16 0.37 0.74 - -
Architas Positive Future 3.38 2.29 1.48 - - -
M&G Sustainable Multi Asset 4.39 -3.25 -5.72 1.75 - -
JPM Global Research Enhanced Index Equity 8.26 4.44 -1.06 - - -
Man GLG High Yield Opportunities 6.82 -8.48 -5.37 - - -
Kames Short Dated High Yield Global Bond 2.76 -3.01 -3.56 -0.96 - -
Lord Abbett High Yield 7.63 -6.80 -4.85 -1.57 - -
BMO MM Navigator Distribution 2.53 -9.60 -13.96 -11.77 -9.44 1.54
TB Doherty Distribution 1.68 -5.38 -8.42 -4.29 -5.56 -
M&G Global Floating Rate High Yield 5.01 -9.08 -9.91 -7.31 -5.33 2.14
M&G Episode Allocation 6.82 -3.54 -8.93 -3.52 -3.22 10.17
EF New Horizon Balanced Income & Growth 5.73 -0.88 -4.50 0.07 -2.91 13.58
VT Seneca Diversified Income 6.06 -7.16 -10.21 -9.74 -1.99 14.60
Premier UK Money Market 0.06 0.19 0.36 0.67 1.46 2.00
Invesco Money (UK) 0.06 0.12 0.31 0.62 1.63 2.37
ASI Sterling Money Market 0.07 0.10 0.30 0.67 1.67 2.36
Aviva Inv High Yield Bond 3.44 -4.29 -3.71 1.31 2.28 12.81
Royal London Short Duration Global High Yield Bond 2.06 -2.83 -3.18 -1.30 2.60 10.08
L&G High Income Trust 6.73 -4.75 -4.42 -0.51 2.79 14.54
JPM Global High Yield Bond 4.55 -4.81 -4.24 -1.30 3.88 12.61
GS Europe High Yield Bond Portfolio 4.37 -6.33 -6.67 -0.47 4.10 16.73
Aviva Inv Multimanager 20-60% Shares 2.31 -1.98 -3.25 2.11 4.98 18.11
NB Short Duration High Yield Bond 4.25 -0.97 0.72 0.49 6.53 30.80
Principal GIF Global Equity 8.34 2.36 2.45 5.51 10.27 39.22
JPM Global Focus 7.35 -0.36 0.57 7.04 10.59 41.11
Scottish Widows Global Growth 6.05 3.07 -3.80 3.07 11.84 44.16
Vanguard LifeStrategy 40% Equity 3.68 0.22 1.29 6.10 13.04 33.07
New Capital China Equity 6.41 4.61 12.03 21.67 14.72 -11.03
Hermes Global Equity ESG 7.56 1.52 1.49 7.50 15.08 52.96
Scottish Widows International Equity Tracker 7.47 2.22 -2.18 7.33 19.01 57.83
Fidelity China Opportunities 3.29 2.49 8.24 9.23 21.17 35.76
Aberdeen Standard SICAV I Chinese Equity 3.33 2.16 6.60 9.96 21.28 45.53
Vanguard Global Equity 10.39 2.07 2.70 14.88 22.84 -
Allianz China Equity 6.34 5.51 14.30 16.46 24.03 30.88
Fidelity China Consumer 5.09 6.43 5.58 14.27 30.81 57.50
Invesco China Equity (UK) 7.75 11.45 15.78 20.79 40.84 68.44
AXA Framlington Global Thematics 9.25 9.83 8.13 22.61 41.87 82.82
Pictet Greater China 6.09 8.69 15.02 26.76 43.26 66.98
JPM Greater China 3.32 5.78 17.25 34.32 47.74 72.78
First State All China 9.60 7.29 13.23 27.86 56.72 -