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Sin Bin
Sin Bin
Many of you may have experieced the after effects of the Credit Crisis caused by Sub Prime Lending in the US and have subsequently seen your funds fall in value but was your fund underperforming its peers anyway?
We have researched the UK Registered Fund Marketplace (i.e. unit trusts and OEICs which can be held in and outside of an ISA/PEP wrapper) to identify those funds we would consider poor performers. In order to do this we monitored the performance of the available funds with a minimum of 3 years performance which are actively managed (therfore all new and tracker funds have been excluded).
The Sin Bin List has been compiled to identify those funds that may be considered to be ’out of the game’ and should be reviewed to see if you consider this to be temporary or a long term trend. The funds on this list have performed below average in their repective sectors based on percentage growth figures* for each and every year over the last 3 years.
If you have any of the poor performing funds listed below, you may wish to re-register your holdings and then switch online with the help of our fund research tools once your account is created.
For further information about our Investment Consolidation service please call 0800 085 0459 or click here.
Alternatively, if you wish to arrange an appointment to see a whole of market adviser please call 0800 121 4595 or request a call back and a member of the team will call you back when it’s convenient for you.
*Source: Lipper Hindsight - Percentage Growth, Total Return, Income Reinvested, upto 31/05/2009
**Offer applies to re-registrable investments over £5000 in value
Active ManagedTop ^
| Fund Name | Year 1 | Year 2 | Year 3 | More Info |
| Sector average: | -21.16 | -3.78 | 16.39 | |
| Fid FIFIV MultiManager Growth Portfolio | -26.98 | -5.98 | 6.3 |
|
Asia Pacific Excluding JapanTop ^
| Fund Name | Year 1 | Year 2 | Year 3 | More Info |
| Sector average: | -14.23 | 10.42 | 32.77 | |
| Aberdeen Orient Fund | 17.75 | 30.97 | -9.34 |
|
| Henderson Asia Pacific Capital Growth Fd | -28.34 | 12.25 | 9.59 |
|
| New Star Pacific Growth | -32.65 | 12.92 | 10.74 |
|
| Prudential Pacific Markets Trust | -30.25 | 11.27 | 9.01 |
|
| SWIP Asia Pacific Fund | -30.49 | 14.78 | 7.02 |
|
Asia Pacific Including JapanTop ^
| Fund Name | Year 1 | Year 2 | Year 3 | More Info |
| Sector average: | -12.65 | 3.69 | 15.18 | |
| Legal & General Asian Income Trust R Inc | 21.96 | 14.13 | -10.83 |
|
Balanced ManagedTop ^
| Fund Name | Year 1 | Year 2 | Year 3 | More Info |
| Sector average: | -17.87 | -4.7 | 15.14 | |
| Aviva Investors Balanced Managed A Inc | 13.61 | 12.97 | -11.28 |
|
| MLC Balanced Portfolio | -28.68 | -4.8 | 6.68 |
|
| MLC Growth Portfolio | -32.19 | -5.75 | 7.04 |
|
| Premier Multi-Asset Growth Fund Acc | -24.63 | -5.41 | 6.86 |
|
| Santander MM Growth Fund | -19.91 | -4.89 | 6.08 |
|
| Scottish Widows Progressive Portfolio | 9.94 | 8.86 | -10.47 |
|
Cautious ManagedTop ^
| Fund Name | Year 1 | Year 2 | Year 3 | More Info |
| Sector average: | -13.17 | -4.44 | 9.21 | |
| Aviva Investors Distribution Fund Inc | -19.66 | -5.62 | 3.85 |
|
| AXA Defensive Distribution Fund Inc | -18.99 | -6.23 | 4.08 |
|
| HSBC Income FOF Acc | 7.42 | 6.04 | -10.52 |
|
| Jupiter Distribution Fund Acc | -15.38 | -4.24 | 4.8 |
|
| Legal & General Distribution Trust R Acc | -16.43 | -4.01 | 3.66 |
|
| MLC Cautious Balanced Portfolio | 7 | 7.07 | -7.17 |
|
| Santander MM Balanced Fund Acc | -18.45 | -3.44 | 3.73 |
|
Europe Excluding UKTop ^
| Fund Name | Year 1 | Year 2 | Year 3 | More Info |
| Sector average: | -25.12 | -2.75 | 28 | |
| Aberdeen European Fund | -30.7 | -2.97 | 12.21 |
|
| Aberdeen European Growth OEIC | -29.14 | -8.45 | 14.68 |
|
| Aberdeen European Opportunities OEIC | 20.89 | 20.22 | -14.8 |
|
| F&C European Growth & Income Fund Acc | -24.97 | -2.02 | 14.55 |
|
| Gartmore European Focus Fund | -26.82 | -4.81 | 11.22 |
|
| Henderson European Opportunities | -26.81 | -3.3 | 12.99 |
|
| Ignis European Growth Fund Inc | -24.86 | -2.48 | 10.8 |
|
| Legal & General European Trust R Inc | 23.14 | 20.42 | -13.7 |
|
| LeggMason Continental European Equity | -26.06 | -7.51 | 12.07 |
|
| Morgan Stanley Europe (ex UK) Equity | 22.96 | 21.17 | -13.91 |
|
| Prudential European Trust | 22.09 | 22.68 | -13.18 |
|
| Schroder European Inc | -26.58 | -7.21 | 15.23 |
|
| Templeton Europe Fund Acc | 18.66 | 21.75 | -15.85 |
|
| UBS European Equity Fund | -28.78 | -3.95 | 10.84 |
|
Europe Including UKTop ^
| Fund Name | Year 1 | Year 2 | Year 3 | More Info |
| Sector average: | -24.91 | -3.05 | 25.7 | |
| Investec Pan European Equity Fund | -27.1 | -5.25 | 13.58 |
|
Global BondsTop ^
| Fund Name | Year 1 | Year 2 | Year 3 | More Info |
| Sector average: | 9.18 | 6.51 | -0.11 | |
| Threadneedle Dollar Bond Fund | -5.4 | -4.74 | 1.61 |
|
Global Emerging MarketsTop ^
| Fund Name | Year 1 | Year 2 | Year 3 | More Info |
| Sector average: | -20.77 | 19.11 | 30.61 | |
| Baillie Gifford Em Mkt Lrg Cap Cos A Acc | -34.82 | 18.17 | 2.62 |
|
| GLG Global Emerging Markets Fund Acc | -34.54 | 19.35 | 4.44 |
|
| Scottish Widows Emerging Markets Fund | -35.42 | 18.88 | -1.56 |
|
| SWIP Emerging Markets Fund | -35.78 | 16.73 | 1.66 |
|
| Templeton Global Emerging Markets | 27.24 | 31.66 | -5.23 |
|
Global GrowthTop ^
| Fund Name | Year 1 | Year 2 | Year 3 | More Info |
| Sector average: | -21.8 | -2.43 | 18.14 | |
| Aberdeen Global Income Plus Fund | 11.36 | 14.47 | -12.12 |
|
| Axa Framlington Global Opportunities Inc | -29.66 | -2.6 | .75 |
|
| F&C Global Growth Fund | -21.31 | -2.31 | 2.36 |
|
| HSBC Global Growth FOF Acc | 14.93 | 13.11 | -9.94 |
|
| Invesco Perpetual Global Opportunities | 5.33 | 10.25 | -13.83 |
|
| JPM Global Fund A Acc | 13.49 | 6.18 | -9.65 |
|
| MLC Global Equity Fund | -23.83 | -1.81 | -0.36 |
|
| Morgan Stanley Global Brands | 12.14 | 11.99 | -12.75 |
|
| Morgan Stanley Global Value Equity | 8.08 | 12.8 | -17.82 |
|
| Prudential Global Growth Trust | 13.04 | 12.63 | -15.52 |
|
| Prudential International Growth Trust | 12.49 | 11.78 | -17.28 |
|
| Scottish Widows Global Growth | 11.02 | 7.68 | -11.76 |
|
| Scottish Widows Opportunities Portfolio | 12.25 | 10.64 | -12.54 |
|
| SWIP Global SRI Fund | 10.75 | 10.69 | -9.92 |
|
| UBS Global Optimal | 8.78 | 10.14 | -15.37 |
|
JapanTop ^
| Fund Name | Year 1 | Year 2 | Year 3 | More Info |
| Sector average: | -13.17 | -8.63 | -7.03 | |
| Baring Japan Growth Trust | -12.69 | -17.52 | -16.09 |
|
| F&C Japan Growth Fund Acc | -4.61 | -19.52 | -16.47 |
|
| Fid FIF Japan Smaller Companies Fund | 14.22 | -21.32 | -15.17 |
|
| JPM Japan A Acc | -6.09 | -15.18 | -28.95 |
|
| Legal & General Japanese Trust R Inc | -13.18 | -19.28 | -18.41 |
|
| LeggMason Japan Equity | -5.67 | -39.22 | -48.99 |
|
| Newton Japan | 15.46 | -11.75 | -15.13 |
|
| Scottish Widows Japan Select Growth | 25.01 | -8.99 | -17.14 |
|
| Standard Life Inv Japanese Equity Growth | -8.5 | -17.88 | -15.49 |
|
North AmericaTop ^
| Fund Name | Year 1 | Year 2 | Year 3 | More Info |
| Sector average: | -18.62 | -6.59 | 15.11 | |
| Aberdeen US Systematic Alpha Equity | .06 | 8.98 | -14.15 |
|
| GLG American Growth Fund Acc | -13.48 | -7.48 | -2.51 |
|
| INVESCO PERPETUAL US Equity Acc | -14.4 | -15.85 | -1.84 |
|
| LeggMason US Equity | -38.25 | -18.19 | -4.51 |
|
| Prudential North American Trust | 3.73 | 9.36 | -22.34 |
|
North American Smaller CompaniesTop ^
| Fund Name | Year 1 | Year 2 | Year 3 | More Info |
| Sector average: | 9.77 | 10.05 | -9.6 | |
| F&C US Smaller Companies | 7.06 | 3.7 | -20.33 |
|
SpecialistTop ^
| Fund Name | Year 1 | Year 2 | Year 3 | More Info |
| Sector average: | -16.03 | -4.05 | 18.17 | |
| Axa Framlington Financial Fund Inc | -39.31 | -19.44 | 8.59 |
|
Technology and TelecommunicationsTop ^
| Fund Name | Year 1 | Year 2 | Year 3 | More Info |
| Sector average: | 3.99 | 14.16 | -11.02 | |
| GLG Technology Equity Fund Acc | -13.67 | -13.43 | -7.9 |
|
UK All CompaniesTop ^
| Fund Name | Year 1 | Year 2 | Year 3 | More Info |
| Sector average: | -24.93 | -9.83 | 22.19 | |
| Allianz RCM UK Growth Fund Acc | -34.45 | -8.43 | 9.12 |
|
| Aviva Investors UK Growth Fund Cl A | 14.75 | 13.02 | -16.39 |
|
| Cazenove UK Growth and Income Fund Acc | 16.59 | 14.63 | -15.74 |
|
| Cazenove UK Opportunities Fund | 16.88 | 14.3 | -15.9 |
|
| F&C UK Equity Fund | 13.63 | 14.78 | -16.81 |
|
| Gartmore UK Growth Fund | -36.54 | -10.63 | 9.98 |
|
| GLG UK Active 350 Acc | -30.11 | -10.17 | 11.74 |
|
| GLG UK Growth Fund Acc | -39.12 | -13.17 | 8.58 |
|
| Henderson UK Equity Fund | 14.34 | 16.18 | -18.83 |
|
| Insight Investment UK Discretionary | -31.86 | -10.4 | 6.65 |
|
| Investec UK Special Situations Fund Inc | 16.87 | 16.72 | -22.42 |
|
| JPM Premier Equity Growth Fund Acc | -31.8 | -15.44 | 9.1 |
|
| New Star Select Opportunities | -43.46 | -20.65 | -0.75 |
|
| New Star UK Growth | -44.02 | -23.32 | 10.97 |
|
| Rathbone Special Situations Inc | -52.2 | -22.15 | 2.14 |
|
| Skandia IM Asset Alloc UK Equity Blend | -34.98 | -11.94 | 10.61 |
|
UK Corporate BondTop ^
| Fund Name | Year 1 | Year 2 | Year 3 | More Info |
| Sector average: | -0.02 | -1.5 | -2.91 | |
| JPM Sterling Corporate Bond Fund Inc | -17.98 | -3.95 | -2.8 |
|
| MLC High Income Fund Inc | -21.74 | -1.63 | -2.95 |
|
| Rathbone Ethical Bond Acc | -17.51 | -1.51 | -2.12 |
|
| Scottish Widows Corporate Bond Acc | -15.53 | -1.37 | -2.19 |
|
UK Equity and Bond IncomeTop ^
| Fund Name | Year 1 | Year 2 | Year 3 | More Info |
| Sector average: | 11.35 | 10.6 | -11.94 | |
| JPM UK Equity & Bond Income Fund Inc | 11.21 | 7.67 | -11.98 |
|
UK Equity IncomeTop ^
| Fund Name | Year 1 | Year 2 | Year 3 | More Info |
| Sector average: | -23.03 | -13.96 | 21.89 | |
| Axa Framlington Equity Income Fund Inc | -43.35 | -17.5 | 12.29 |
|
| Axa Framlington Monthly Income Fund Inc | -42.74 | -19.91 | 13.66 |
|
| Baillie Gifford Income Fund A Inc | -31.65 | -12.31 | 13.39 |
|
| Fid FIF Income Plus Fund | 16.22 | 14.62 | -22.67 |
|
| Gartmore UK Equity Income Fund Inc | 17.24 | 14.8 | -20.36 |
|
| GLG UK Income Fund Acc | -35.05 | -16.46 | 11.88 |
|
| HSBC Income Fund Inc | 12.28 | 11.18 | -19.34 |
|
| JPM UK Strategic Equity Income Inc | -32.01 | -11.88 | 12.86 |
|
| Lazard UK Income Fund Inc | -29.79 | -13.3 | 12.88 |
|
| Liontrust First Income Fund | -33 | -16.58 | 14.36 |
|
| New Star Equity Income Inc | -32.34 | -17.87 | 13.43 |
|
| New Star Higher Income | -42.9 | -20.12 | 13.96 |
|
| Skandia IM Actively Mngd Equity Income | 16.66 | 12.02 | -20.81 |
|
UK Other BondTop ^
| Fund Name | Year 1 | Year 2 | Year 3 | More Info |
| Sector average: | 3.39 | 3.89 | -5.77 | |
| Allianz PIMCO Sterling Total Return Inc | -17.3 | -1.78 | -1.2 |
|
| Aviva Investors Higher Income Plus Cl A | 2.23 | 3.67 | -6.44 |
|
| Aviva Investors SF Corporate Bond Inc | 1.72 | 1.08 | -6.12 |
|
| Baillie Gifford Corporate Bond A Inc | 2.62 | 1.92 | -6.91 |
|
| Scottish Widows Strategic Income Acc | 2.25 | 1.88 | -5.78 |
|
UK Smaller CompaniesTop ^
| Fund Name | Year 1 | Year 2 | Year 3 | More Info |
| Sector average: | -27.37 | -18.05 | 28.66 | |
| Aviva Investors UK Smaller Companies Acc | 15.79 | 23.8 | -24.14 |
|
| Axa Framlington UK Smaller Cos Acc | -42.73 | -17.87 | 9.42 |
|
| Gartmore UK & Irish Smaller Companies | -41.46 | -16.26 | 14.73 |
|
| INVESCO PERPETUAL UK Small Cos Grth Inc | 10.96 | 20.17 | -22.57 |
|
| Liontrust Intellectual Capital Trust | 7.79 | 26.37 | -21.86 |
|
| Rensburg UK Micro-Cap Growth Acc | 18.77 | 25.42 | -24.57 |
|
INC = The profits from this ISA are provided as a regular income
ACC = The profits from this ISA are re-invested to help your investment grow
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