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 -5.02 -2.55 -6.38 -8.62 -27.58 -43.17
Comgest Growth Europe Smaller Companies -2.92 1.76 -1.90 -6.70 -15.86 6.30
Impax Asian Environmental Markets -3.22 -0.87 2.98 4.51 -6.46 35.43
Waverton Sterling Bond -1.42 0.64 -2.89 -0.19 -5.97 -4.26
Baillie Gifford Developed Asia Pacific -3.89 -0.78 -0.52 -0.41 -4.11 27.03
AXA World Funds Global Convertibles 0.31 2.30 3.45 3.21 -3.60 3.49
Lazard European Smaller Companies 0.98 6.66 1.14 2.07 -2.67 60.31
iShares Italy Government Bond ETF -0.66 -0.35 -0.05 0.82 -1.41 -10.33
Royal London Ethical Bond -0.59 1.55 1.41 4.57 2.17 9.35
Schroder European Smaller Companies -0.87 7.64 4.73 3.06 2.19 67.47
abrdn SICAV II European Smaller Companies -2.32 4.49 3.62 5.84 2.58 62.17
HL Global Bond -0.29 1.51 0.24 4.54 3.46 12.99
JPM Pacific Equity -2.22 0.62 2.97 6.34 5.05 35.13
iShares EURO STOXX Small UCITS ETF 2.08 9.48 4.82 1.39 6.70 57.11
Artemis Strategic Bond -0.33 1.80 0.11 5.21 7.55 17.36
Stewart Investors Asia Pacific and Japan All Cap -1.82 -7.57 -7.29 -2.17 7.67 52.00
Pimco GIS Diversified Income -0.16 2.27 1.42 7.61 7.85 15.19
Carmignac Portfolio Global Bond -1.51 2.12 1.75 4.59 8.00 22.74
Barings Europe Select Trust -0.15 6.33 3.20 2.94 9.14 50.68
Muzinich Market Duration Enhancedyield -0.31 1.55 0.80 5.55 9.74 20.32
AB Sustainable Euro High Yield Portfolio 0.22 1.83 2.69 4.54 10.56 27.94
JPM Europe Small Cap 1.75 8.87 7.43 10.16 10.71 80.43
AXA US Short Duration High Yield Bond 0.31 1.74 2.44 6.29 11.80 31.75
BNY Mellon Inflation Linked Corporate Bond -0.95 0.50 0.32 3.56 11.97 33.46
Invesco AT1 Capital Bond UCITS ETF -1.71 -0.46 6.50 7.94 12.29 31.93
T. Rowe Price Diversified Income Bond -2.05 -1.61 5.44 3.36 12.53 16.10
iShares € High Yield Corp Bond ESG UCITS ETF 0.41 1.88 3.04 4.72 12.64 20.45
SPDR Bloomberg Euro High Yield Bond UCITS ETF 0.42 2.07 3.06 4.41 12.75 24.37
Pictet EUR Short Term High Yield 0.64 1.74 2.40 3.07 13.54 22.36
Pictet EUR Short Term High Yield 0.65 1.75 2.41 3.07 13.56 22.34
iShares € High Yield Corp Bond UCITS ETF 0.44 1.90 3.12 4.37 14.01 24.34
SPDR S&P Pan Asia Dividend Aristocrats UCITS ETF -0.84 2.04 6.59 7.20 14.27 37.02
Algebris IG Financial Credit -0.41 1.57 1.97 7.67 14.68 35.28
Pictet EUR High Yield 0.34 1.84 2.72 5.40 15.86 22.75
Pictet EUR High Yield 0.34 1.84 2.71 5.40 15.86 22.70
GAM Star Credit Opportunities USD -2.00 -1.23 5.57 5.75 16.15 26.46
Capital Group Global High Income Opportunities (LUX) -1.69 -0.40 3.46 3.91 16.41 25.60
Candriam Bonds Euro High Yield 0.26 1.27 2.63 4.21 16.45 21.64
Janus Henderson Multi Asset Credit 0.53 1.72 3.68 8.38 17.19 22.15
iShares Asia Pacific Dividend UCITS ETF -2.05 -2.33 -0.72 3.10 17.19 62.51
BNY Mellon Small Cap Euroland 3.35 13.36 9.59 4.85 18.15 89.34
Mirabaud Discovery Europe Ex-UK 0.35 11.25 12.60 18.73 19.17 104.11
SPDR MSCI Europe Small Cap Value Weighted UCITS ETF 2.52 11.92 8.45 11.56 20.75 102.02
Titan Hybrid Capital Bond -1.88 -0.42 7.86 8.37 20.80 48.08
PGIM European High Yield Bond -3.10 -2.08 7.01 7.04 22.64 38.18
GAM Star Cat Bond 0.48 0.63 4.85 11.07 29.21 40.56
Invesco Pacific (UK) -0.59 3.40 6.85 13.84 32.55 88.43