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 0.76 4.13 - - - -
Optimal Multi Asset Defensive 0.30 2.92 4.40 2.31 0.94 9.55
M&G Japan Smaller Companies 7.29 14.39 25.19 10.67 1.22 80.96
Liontrust MA Monthly High Income 0.70 4.63 4.63 -1.00 4.46 22.43
EF New Horizon Income 1.31 4.04 4.04 -0.89 4.70 17.79
Carmignac Portfolio Euro-Entrepreneurs 2.12 1.58 17.57 2.51 5.53 -
BlackRock GF Japan Small & MidCap Opportunities 3.52 7.07 9.96 7.24 6.47 87.92
Mirabaud Discovery Europe Ex-UK -0.18 17.30 15.89 9.81 8.12 73.28
7IM AAP Moderately Cautious 0.82 4.84 4.52 5.51 8.30 23.80
Barclays Wealth Global Markets 1 0.76 2.47 2.95 4.74 8.59 22.87
BNY Mellon Inflation Linked Corporate Bond 0.26 2.50 3.87 2.88 8.73 28.44
7IM Personal Injury 0.49 3.43 3.05 4.56 9.78 24.41
JPM Europe Small Cap 2.10 16.36 21.98 8.50 10.07 76.01
TM UBS (UK) Global Yield 1.00 5.08 5.30 3.85 10.62 29.73
Artemis Strategic Bond 0.31 2.25 3.49 4.83 10.79 31.89
Invesco Japanese Smaller Companies (UK) 2.80 6.27 19.07 18.42 11.03 136.36
L&G Mixed Investment 0-20% 0.45 3.30 3.54 3.37 11.08 27.07
Carmignac Portfolio Unconstrained Global Bond -0.13 3.00 1.62 3.14 11.71 27.35
HL Multi Manager Strategic Bond 0.11 2.80 3.21 5.15 12.06 25.83
Schroder European Smaller Companies 2.02 18.47 19.19 21.73 12.67 88.90
BNY Mellon Small Cap Euroland 2.78 16.61 16.86 12.81 13.31 95.12
Lazard European Smaller Companies 0.97 16.53 20.84 13.53 13.35 73.90
Janus Henderson Horizon Japanese Smaller Companies 3.50 7.52 17.51 8.38 13.82 99.68
Liontrust MA Active Moderate Income 1.21 4.96 4.49 5.97 14.07 32.37
Pimco GIS Diversified Income -0.07 3.73 4.17 4.52 15.26 39.35
AXA Sterling Strategic Bond -0.16 0.91 -0.53 4.30 16.28 28.69
Stewart Investors Asia Pcfic and Japan Sustblty 5.22 12.56 21.99 21.41 16.58 76.87
Royal London Ethical Bond 0.57 3.41 4.16 5.06 17.24 35.45
Pictet Family 2.09 10.79 18.97 12.42 17.31 82.20
Janus Henderson Preference & Bond 0.46 3.34 4.33 7.51 18.37 36.78
Waverton Sterling Bond 0.33 1.58 1.58 8.65 18.96 34.47
Legg Mason IF Brandywine Global Income Optimiser 0.00 3.50 4.45 14.14 20.30 43.77
BNY Mellon Japan Small Cap Equity Focus 3.62 7.29 20.29 19.32 20.33 135.69
Aberdeen Standard SICAV I Japanese Smaller Companies -0.23 6.79 14.81 14.31 22.99 103.94
Invesco Pacific (UK) 9.07 18.54 25.18 21.80 24.13 125.21
ASI Europe ex UK Smaller Companies 1.37 12.07 16.74 22.99 25.80 95.57
Matthews Asia Dividend 8.00 13.60 26.58 31.97 30.05 110.65
Wellington Pan European Small Cap Equity 1.23 11.46 15.88 16.78 35.35 -
Baillie Gifford Japanese Smaller Companies -1.33 2.10 19.78 28.49 35.42 160.37
Standard Life Investments European Smaller Companies 0.88 9.64 19.09 20.63 35.60 105.60
SVS BambuBlack Asia Income & Growth 7.18 10.76 19.92 32.56 36.07 136.82
ASI Asia Pacific & Japan Equity 6.83 16.67 24.19 28.70 39.86 133.71
Baillie Gifford Developed Asia Pacific 4.09 11.76 19.86 28.61 43.52 131.44
JPM Pacific Equity 7.37 13.88 25.07 31.57 53.28 176.82
TM Cerno Pacific 13.14 27.68 40.74 72.99 94.56 -