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 0.17 -2.83 -5.51 -2.75 -26.75 -42.02
Impax Asian Environmental Markets -0.50 -0.90 -3.82 -0.05 -7.48 14.69
Waverton Sterling Bond 1.95 2.16 0.97 2.21 1.49 -4.55
T. Rowe Price Diversified Income Bond -1.67 -3.72 -5.11 -0.44 4.94 5.86
Comgest Growth Europe Smaller Companies 1.98 9.27 8.26 1.55 5.12 -2.55
Nomura Asia Investment Grade Bond -1.05 -3.52 -4.40 0.88 5.35 4.13
Invesco AT1 Capital Bond UCITS ETF -1.23 -2.38 -3.73 4.15 5.92 13.40
Baillie Gifford Developed Asia Pacific -1.38 -0.59 -4.67 0.93 6.18 3.19
GAM Star Credit Opportunities USD -1.54 -2.91 -4.21 1.55 7.58 15.28
Carmignac Portfolio Global Bond -0.10 -1.30 0.66 4.29 8.15 12.23
HL Global Bond 1.22 1.57 1.87 6.10 9.01 5.07
JPM Pacific Equity 1.07 3.02 0.04 5.26 9.96 20.09
Stewart Investors Asia Pacific and Japan All Cap -0.79 2.48 -8.84 -5.24 10.24 35.95
AXA World Funds Global Convertibles 2.15 7.26 6.53 10.94 10.41 1.61
Royal London Ethical Bond 1.44 2.58 3.55 7.05 11.53 3.41
Capital Group Global High Income Opportunities (LUX) -1.08 -2.54 -4.19 1.38 11.86 10.74
iShares Italy Government Bond ETF 1.66 4.29 2.62 7.28 12.22 -5.44
Titan Hybrid Capital Bond -1.09 -2.82 -3.21 3.53 14.62 28.52
Muzinich Market Duration Enhancedyield 1.10 1.67 2.16 5.68 15.27 13.54
Schroder European Smaller Companies 1.91 4.72 8.50 5.25 15.92 37.26
PGIM European High Yield Bond -1.53 -3.18 -4.83 2.21 16.04 24.34
Artemis Strategic Bond 1.44 2.99 3.48 7.93 16.05 11.86
iShares EURO STOXX Small UCITS ETF 0.50 5.48 9.96 6.12 16.74 43.01
iShares Asia Pacific Dividend UCITS ETF -2.66 0.16 -4.61 2.55 17.16 33.87
AXA US Short Duration High Yield Bond 0.67 1.77 2.91 6.88 17.20 19.47
Lazard European Smaller Companies 4.46 11.95 13.40 9.38 17.64 42.40
Pictet EUR Short Term High Yield 1.95 3.39 4.98 7.25 19.32 15.50
Pictet EUR Short Term High Yield 1.95 3.39 4.97 7.24 19.33 15.48
Pimco GIS Diversified Income 1.16 1.64 2.76 7.46 19.71 5.94
BNY Mellon Inflation Linked Corporate Bond 2.39 2.66 2.32 5.15 20.93 28.02
iShares € High Yield Corp Bond ESG SRI UCITS ETF 2.17 3.69 5.16 8.98 20.93 13.30
AB Sustainable Euro High Yield Portfolio 2.03 3.49 4.86 8.50 21.48 13.02
iShares € High Yield Corp Bond UCITS ETF 2.18 3.34 5.08 8.38 21.92 15.81
SPDR Bloomberg Euro High Yield Bond UCITS ETF 2.03 3.63 5.21 8.60 21.93 14.45
abrdn SICAV II European Smaller Companies 1.06 6.14 4.94 8.36 22.22 39.61
SPDR S&P Pan Asia Dividend Aristocrats UCITS ETF 3.27 5.03 5.90 11.96 22.46 29.40
Pictet EUR High Yield 2.30 3.88 5.43 9.69 24.18 15.62
Pictet EUR High Yield 2.30 3.89 5.44 9.69 24.19 15.68
Algebris IG Financial Credit 1.50 2.61 3.22 8.63 24.84 20.41
Candriam Bonds Euro High Yield 2.12 3.76 4.62 8.42 25.80 16.89
JPM Europe Dynamic Small Cap 3.23 11.68 12.74 13.93 26.28 39.68
BNY Mellon Small Cap Euroland 3.09 7.69 16.40 10.08 30.66 65.56
GAM Star Cat Bond 0.80 1.79 2.83 11.47 31.15 42.47
Invesco Pacific (UK) 0.67 2.90 1.80 9.71 32.78 63.68
JPM Europe Small Cap 3.79 13.28 17.07 18.24 35.50 62.28
SPDR MSCI Europe Small Cap Value Weighted UCITS ETF 3.46 9.62 16.87 16.50 37.63 84.14
Mirabaud Discovery Europe Ex-UK 5.71 9.68 17.37 20.85 37.89 90.32