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
NB China Equity 3.37 7.08 -13.25 -18.91 - -
Comgest Growth China 1.29 3.20 -14.11 -14.68 - -
Vanguard Global Equity 2.60 -2.75 -8.34 -6.27 - -
TB Doherty Distribution 0.36 -1.80 -3.82 -5.52 - -
Lord Abbett High Yield 1.87 -1.60 -1.31 - - -
Kames Short Dated High Yield Global Bond 0.79 -1.26 -0.51 -0.80 - -
First State All China -1.49 6.05 -13.41 -9.94 - -
LF Canlife Sterling Liquidity 0.06 0.17 0.33 0.54 - -
Insight ILF GBP Liquidity 0.06 0.15 0.27 0.43 0.80 1.38
Premier UK Money Market 0.04 0.12 0.25 0.40 0.88 1.51
Aviva Inv Cash 0.06 0.18 0.26 0.48 0.93 1.48
Invesco Money (UK) 0.05 0.14 0.32 0.52 1.16 1.95
Aberdeen Sterling Money Market 0.08 0.17 0.34 0.55 1.18 1.69
F&C Short Duration Bond 0.09 0.23 0.71 0.91 2.14 3.58
Royal London Short Duration Global High Yield Bond 0.54 0.17 0.97 1.49 8.92 15.98
Aviva Inv High Yield Bond 0.81 -3.01 -2.33 -4.15 9.19 16.60
M&G Global Floating Rate High Yield -0.21 -1.58 -0.82 -0.72 12.13 -
Janus Henderson Multi-Manager Distribution 0.17 -0.79 -3.56 -4.95 15.10 18.07
GS Europe High Yield Bond Portfolio 1.27 -2.14 -1.73 -2.47 15.78 -
EF New Horizon Balanced Income & Growth -0.14 -1.46 -5.57 -7.97 16.05 11.23
Aviva Inv Multimanager 20-60% Shares 0.32 -1.46 -3.80 -5.85 16.08 20.84
BMO MM Navigator Distribution 0.20 0.02 -2.29 -2.64 17.75 22.57
Pimco GIS Global High Yield Bond 1.56 -0.65 0.01 -1.66 19.42 18.10
Newton Global High Yield Bond 1.72 0.26 0.63 -0.54 20.80 14.16
HSBC World Selection - Dividend Distribution Portfolio 0.16 0.22 -2.03 -2.55 22.79 29.97
Vanguard LifeStrategy 40% Equity 0.62 0.02 -2.18 -1.42 22.85 33.55
JPM Global High Yield Bond 0.56 -1.10 -0.24 -0.86 23.46 14.61
L&G High Income Trust 0.99 -2.50 -2.07 -4.81 23.67 18.69
M&G Episode Allocation 2.46 -0.19 -3.21 -6.46 25.75 29.02
Premier Liberation V 0.33 -1.09 -4.16 -4.06 26.78 33.26
LF Seneca Diversified Income 2.62 3.81 2.53 0.87 27.85 33.42
Sarasin Thematic Global Equity (Sterling Hedged) 0.92 -5.77 -7.99 -8.31 28.10 22.58
Margetts Opes Growth -0.05 -1.26 -7.07 -7.41 34.43 44.91
Halifax International Growth -0.13 -3.92 -5.66 -4.45 46.93 51.21
Schroder ISF Global Equity Alpha -0.33 -2.59 -5.75 -4.15 47.01 54.82
Scottish Widows Global Growth -0.37 -3.29 -5.12 -3.98 48.25 51.79
Artemis Global Growth -0.14 -3.50 -3.59 -7.60 49.76 77.19
Scottish Widows International Equity Tracker -1.25 -3.34 -4.23 -3.83 51.05 62.02
Russell Investments II World Equity 1.31 -3.19 -5.82 -4.11 53.57 69.76
Allianz China Equity -0.72 4.79 -7.00 -14.50 54.07 17.37
Aberdeen Global Chinese Equity 2.31 8.18 -5.89 -5.88 54.82 49.62
R&M Global Recovery 2.86 -2.29 -8.74 -12.79 54.93 33.63
JPM Greater China -0.30 4.08 -17.86 -19.92 55.73 57.32
Invesco Hong Kong & China (UK) -0.92 0.46 -9.81 -8.51 63.16 71.71
Pictet Greater China 2.56 5.56 -11.89 -13.67 63.58 72.91
Fidelity China Opportunities 2.11 6.54 -10.10 -11.73 63.91 59.86
Fidelity China Consumer 1.16 5.49 -9.14 -10.79 73.74 71.03