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
Schroder Portfolio 3 0.71 1.33 - - - -
IFSL Sanlam Conservative 1.50 - - - - -
M&G Japan Smaller Companies -0.69 7.15 20.09 2.93 -8.57 55.46
Optimal Multi Asset Defensive 0.13 1.66 5.41 0.37 -2.25 6.77
Mirabaud Discovery Europe Ex-UK -2.62 2.52 22.40 12.47 0.18 -
Lazard European Smaller Companies 2.08 6.53 25.71 9.17 0.23 60.08
Architas MM Monthly High Income 0.16 1.31 7.57 -1.83 0.73 14.96
Schroder European Smaller Companies 0.78 4.09 32.96 16.77 0.98 66.88
JPM Europe Small Cap 2.02 8.57 32.86 7.53 2.33 61.55
BNY Mellon Small Cap Euroland -0.91 2.86 29.67 5.20 2.62 68.58
Carmignac Portfolio Euro-Entrepreneurs 0.88 -0.28 23.23 1.35 3.30 -
7IM AAP Moderately Cautious -0.16 0.50 5.90 3.87 5.30 16.63
TM UBS (UK) Global Yield 0.35 1.19 8.56 2.48 6.25 21.82
BNY Mellon Inflation Linked Corporate Bond -0.63 1.92 4.89 2.87 6.75 23.57
7IM Personal Injury -0.08 0.65 5.18 3.85 7.78 18.88
L&G Mixed Investment 0-20% 0.10 0.94 5.84 3.09 8.52 22.03
Stewart Investors Asia Pcfic and Japan Sustblty 2.69 9.02 27.68 12.65 8.99 54.31
Architas MA Active Moderate Income 0.66 1.26 8.16 4.92 9.19 26.72
Sarasin IE GlobalSar - Income (GBP) 0.39 1.46 5.77 4.95 9.29 22.66
HL Multi Manager Strategic Bond 0.16 1.28 5.89 4.76 9.60 21.71
Artemis Strategic Bond 0.06 1.53 5.54 4.43 9.99 27.19
Janus Henderson Horizon Japanese Smaller Companies -0.69 8.21 18.44 6.26 10.26 84.98
Invesco Pacific (UK) 1.06 4.67 18.04 9.12 10.46 82.13
BlackRock GF Japan Small & MidCap Opportunities 0.65 2.59 16.08 5.48 10.89 76.95
Pimco GIS Diversified Income -0.24 1.66 8.17 3.47 11.16 30.64
Carmignac Portfolio Unconstrained Global Bond -1.03 0.24 5.92 2.55 11.40 24.46
Pictet Family 4.27 7.03 31.14 15.22 11.67 68.04
Royal London Ethical Bond 0.13 1.39 5.31 5.24 15.07 31.52
Janus Henderson Preference & Bond 0.18 2.07 7.86 5.68 15.13 31.60
AXA Sterling Strategic Bond -0.11 -0.05 1.07 6.70 16.48 30.35
ASI Europe ex UK Smaller Companies 1.68 9.28 32.62 21.80 16.96 91.96
Legg Mason IF Brandywine Global Income Optimiser -0.17 2.58 9.04 11.08 17.14 35.67
Waverton Sterling Bond -0.66 0.53 2.59 9.17 17.92 32.64
Invesco Japanese Smaller Companies (UK) 4.96 14.95 36.49 22.23 20.68 138.26
Matthews Asia Dividend 1.77 10.80 29.10 20.59 21.23 83.70
ASI Asia Pacific & Japan Equity 1.77 6.28 22.10 18.82 25.22 86.30
Aberdeen Standard SICAV I Japanese Smaller Companies 2.15 9.80 22.36 13.15 27.86 99.62
Wellington Pan European Small Cap Equity 1.56 7.84 29.83 19.26 29.82 -
Standard Life Investments European Smaller Companies 3.69 11.99 35.18 23.95 30.44 97.93
BNY Mellon Japan Small Cap Equity Focus 4.22 12.56 34.50 21.06 32.01 115.96
SVS BambuBlack Asia Income & Growth 5.58 12.57 30.95 35.83 38.06 129.62
Baillie Gifford Developed Asia Pacific 2.77 7.18 30.31 22.14 38.74 110.70
JPM Pacific Equity 2.99 8.61 26.23 25.82 40.00 139.55
Baillie Gifford Japanese Smaller Companies 7.56 20.74 47.89 38.39 59.57 184.55
TM Cerno Pacific 7.54 11.59 38.79 53.76 60.33 -