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Buy an ISA
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. You could also receive £25** for using this service.
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 31/12/09
**Offer applies to re-registrable investments over £5000 in value
Active ManagedTop ^
| ISA 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 ^
| ISA Name | Year 1 | Year 2 | Year 3 | More Info |
| Sector average: | -14.23 | 10.42 | 32.77 | |
| Allianz RCM Total Return Asian Equity Fd | 57.95 | -43.18 | 37.96 |
|
| GLG Asia Pacific Fund Acc | 3.37 | -11.06 | 39.45 | |
| Henderson Asia Pacific Capital Growth Fd | -28.34 | 12.25 | 9.59 |
|
| New Star Asia Portfolio | 65.4 | -35.87 | 15.86 |
|
| New Star Asian Dividend Income | 60.71 | -45.22 | 34.35 |
|
| Prudential Pacific Markets Trust | -30.25 | 11.27 | 9.01 |
|
| Standard Life Inv Asian Pacific Growth | 66.31 | -36.56 | 23.54 |
|
| SWIP Asia Pacific Fund | -30.49 | 14.78 | 7.02 |
|
Asia Pacific Including JapanTop ^
| ISA 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 ^
| ISA Name | Year 1 | Year 2 | Year 3 | More Info |
| Sector average: | -17.87 | -4.7 | 15.14 | |
| Architas MM Balanced Portfolio | -14.48 | -9.9 | 5.71 |
|
| Architas MM Growth Portfolio | -16.81 | -12.56 | 7.46 |
|
| Aviva Investors Balanced Managed A Inc | 13.61 | 12.97 | -11.28 |
|
| F&C Multi Manager Balanced Fund Inc | -8.15 | -11.49 | 8.99 |
|
| Premier Multi-Asset Growth Fund Acc | -24.63 | -5.41 | 6.86 |
|
| Santander MM Growth Fund | -7.73 | -10.43 | 8.32 | |
| Scottish Widows Progressive Portfolio | 9.94 | 8.86 | -10.47 |
Cautious ManagedTop ^
| ISA Name | Year 1 | Year 2 | Year 3 | More Info |
| Sector average: | -13.17 | -4.44 | 9.21 | |
| Architas MM Cautious Balanced Portfolio | 7 | 7.07 | -7.17 |
|
| Aviva Investors Distribution Fund Inc | -6.69 | -9.76 | 2.07 |
|
| AXA Defensive Distribution Fund Inc | 14.81 | -21.68 | -6.4 | |
| CF Midas Balanced Income Fund | 13.92 | -29.54 | .12 |
|
| F&C Multi Manager Cautious Fund Acc | 16.74 | -19.93 | -0.25 |
|
| F&C Multi Manager Distribution Fund Acc | 17.35 | -26.38 | -6.08 |
|
| Fid FIFIV MultiManager Income Portfolio | 15.99 | -23.99 | .18 | |
| HSBC Income FOF Acc | 7.42 | 6.04 | -10.52 |
|
| Insight Diversified High Income Acc | 14.29 | -23.48 | -3.05 |
|
| Jupiter Distribution Fund Acc | -15.38 | -4.24 | 4.8 |
|
| Legal & General Distribution Trust R Acc | -16.43 | -4.01 | 3.66 |
|
| New Star Cautious Portfolio Unit Tst Acc | 17.92 | -23.24 | -4.69 |
|
| New Star Managed Distrbtion Inc Quartrly | -11.37 | -17.85 | 4.5 |
|
| Santander MM Balanced Fund Acc | -6.7 | -8.15 | 4.98 | |
| T.Bailey Cautious Managed Inc | 23.19 | -22.02 | -5.01 |
|
Europe Excluding UKTop ^
| ISA Name | Year 1 | Year 2 | Year 3 | More Info |
| Sector average: | -25.12 | -2.75 | 28 | |
| Aberdeen European Equity Fund | -16.46 | -12.78 | 13.38 |
|
| Aberdeen European Opportunities OEIC | -17.21 | -13 | 14.94 |
|
| Artemis European Growth Fund | 31.35 | -45.42 | -2.71 |
|
| Axa Framlington European Fund Inc | -13.72 | -9.92 | 17.98 |
|
| AXA Rosenberg European Acc | 38.21 | -39.32 | -0.6 |
|
| Baring European Growth Trust | 32.13 | -37.19 | 12.93 | |
| F&C European Growth & Income Fund Acc | -24.97 | -2.02 | 14.55 |
|
| Gartmore European Focus Fund | 32.32 | -35.21 | -3.07 |
|
| Henderson European Opportunities | 38.49 | -34.69 | 1.08 |
|
| Ignis European Growth Fund Inc | -24.86 | -2.48 | 10.8 |
|
| Investec European Fund | -17.75 | -10.34 | 18.97 |
|
| Legal & General European Trust R Inc | 40.39 | -34.05 | -1.55 |
|
| LeggMason Continental European Equity | 25.46 | -35.72 | 7.41 |
|
| Martin Currie European Fund | 30.63 | -35.66 | 12.32 |
|
| Premier European Growth Fund Inc | 29.98 | -46.67 | 8.25 |
|
| Prudential European Trust | 22.09 | 22.68 | -13.18 |
|
| Schroder European Inc | 32.4 | -36.11 | 8.19 |
|
| Scottish Widows European Select Growth | 32.54 | -35.69 | 1.81 | |
| Templeton Europe Fund Acc | 40.23 | -36.07 | -1.18 |
|
| UBS European Equity Fund | -28.78 | -3.95 | 10.84 |
|
European Smaller CompaniesTop ^
| ISA Name | Year 1 | Year 2 | Year 3 | More Info |
| Sector average: | -28.15 | -11.51 | 35.95 | |
| Aberdeen European Smaller Cos Acc OEIC | 43.49 | -42.81 | 8.16 |
|
Global BondsTop ^
| ISA 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 |
|
| UBS Absolute Return Bond Fund | 11.23 | -31.4 | -14.62 |
|
Global Emerging MarketsTop ^
| ISA Name | Year 1 | Year 2 | Year 3 | More Info |
| Sector average: | -20.77 | 19.11 | 30.61 | |
| Aberdeen MM Emerging Markets Acc | 61.57 | -42.87 | 15.09 |
|
| Baillie Gifford Em Mkt Lrg Cap Cos A Acc | -34.82 | 18.17 | 2.62 |
|
| Martin Currie Emerging Markets Fund | 53.82 | -43.27 | 27.6 |
|
| Scottish Widows Emerging Markets Fund | 70.07 | -42.03 | 27.51 | |
| SWIP Emerging Markets Fund | -35.78 | 16.73 | 1.66 |
|
| Templeton Global Emerging Markets | 27.24 | 31.66 | -5.23 |
|
Global GrowthTop ^
| ISA Name | Year 1 | Year 2 | Year 3 | More Info |
| Sector average: | -21.8 | -2.43 | 18.14 | |
| Architas MM Global Equity Fund | 25.66 | -29.9 | 4.68 |
|
| Axa Framlington Global Opportunities Inc | -29.66 | -2.6 | .75 |
|
| AXA Rosenberg Global Acc | 34.28 | -31.05 | -0.47 |
|
| F&C Global Growth Fund | -21.31 | -2.31 | 2.36 |
|
| Fid FIF International Fund | 38.75 | -29.83 | .2 | |
| HSBC Global Growth FOF Acc | 14.93 | 13.11 | -9.94 |
|
| Invesco Perpetual Global Opportunities | 5.33 | 10.25 | -13.83 |
|
| Investec Global Free Enterprise | 38.79 | -31.48 | -0.42 |
|
| JPM Global Equity Income Fund Acc | 34.64 | -30.58 | -5.24 |
|
| JPM Global Fund A Acc | 13.49 | 6.18 | -9.65 |
|
| New Star Global Equity Fund Acc | 20.8 | -29.53 | -6.94 |
|
| Prudential Global Growth Trust | 13.04 | 12.63 | -15.52 |
|
| Prudential International Growth Trust | 12.49 | 11.78 | -17.28 |
|
| Santander MM Equity Fund | 38.7 | -29.93 | -3.62 | |
| Scottish Widows Global Growth | 11.02 | 7.68 | -11.76 | |
| Scottish Widows Opportunities Portfolio | 38.11 | -29.28 | -3.79 | |
| SWIP Global SRI Fund | 10.75 | 10.69 | -9.92 |
|
| Templeton Growth Fund Acc | 37.95 | -30.97 | -3.36 |
|
| UBS Global Optimal | 8.78 | 10.14 | -15.37 |
|
JapanTop ^
| ISA Name | Year 1 | Year 2 | Year 3 | More Info |
| Sector average: | -13.17 | -8.63 | -7.03 | |
| Baring Japan Growth Trust | 22.34 | -25.28 | -17.73 | |
| BlackRock Japan Inc | 19.8 | -27 | -18.39 |
|
| Fid FIF Japan Smaller Companies Fund | 14.22 | -21.32 | -15.17 | |
| JPM Japan A Acc | 1.64 | -20.11 | -9.01 |
|
| LeggMason Japan Equity | .44 | -25.23 | -33.42 |
|
| Newton Japan | 1.76 | -28.07 | -8.83 |
|
| Scottish Widows Japan Select Growth | -1.89 | -17.79 | -8.82 | |
| Standard Life Inv Japanese Equity Growth | -8.5 | -17.88 | -15.49 |
|
| Threadneedle Japan Fund | -4.97 | -18.22 | -11.18 |
|
North AmericaTop ^
| ISA Name | Year 1 | Year 2 | Year 3 | More Info |
| Sector average: | -18.62 | -6.59 | 15.11 | |
| GLG American Growth Fund Acc | -13.48 | -7.48 | -2.51 | |
| INVESCO PERPETUAL US Equity Acc | 35.84 | -22.28 | -13.37 |
|
| LeggMason US Equity | -12.95 | -32.17 | 7.2 |
|
| M&G North American Value Fund A Acc | -9.14 | -25.44 | 3.88 | |
| New Star American Portfolio | 37.77 | -32.13 | -2.68 |
|
| Old Mutual Nrth American Equity OEIC Acc | 37.63 | -28.74 | -6.35 |
|
| Prudential North American Trust | 3.73 | 9.36 | -22.34 |
|
| UBS US Equity Fund | -8.38 | -12.52 | 4.69 |
|
North American Smaller CompaniesTop ^
| ISA 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 ^
| ISA Name | Year 1 | Year 2 | Year 3 | More Info |
| Sector average: | -16.03 | -4.05 | 18.17 | |
| Aviva Global Balanced Inc Acc | -16.52 | -13.04 | 7.66 | |
| Axa Framlington Financial Fund Inc | 25.07 | -42.12 | -8.25 |
|
| JPM Global Financials A Acc | -19.69 | -24.78 | 9.78 |
|
| SWIP Absolute Return Bond Fund Acc | 6.83 | -2.99 | 5 | |
| SWIP Absolute Return UK Equity Fund | 25.21 | -30.02 | -1.92 |
Technology and TelecommunicationsTop ^
| ISA 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 ^
| ISA Name | Year 1 | Year 2 | Year 3 | More Info |
| Sector average: | -24.93 | -9.83 | 22.19 | |
| Allianz RCM UK Growth Fund Acc | -22.16 | -14.47 | 10.8 |
|
| Architas MM UK Equity Fund | 37.05 | -37.69 | -8.94 |
|
| Artemis Capital Fund | 33.77 | -40.04 | -12.86 |
|
| Aviva Investors SF UK Growth Acc | 34.79 | -35.87 | -7.59 |
|
| Aviva Investors UK Ethical Fund Cl A | 31.28 | -36.67 | -7.9 |
|
| Aviva Investors UK Growth & Value Fund | 38.7 | -36.48 | -6.92 |
|
| 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 Stewardship Growth Fund Inc | 37.33 | -38.88 | -13.72 |
|
| F&C UK Equity Fund | 13.63 | 14.78 | -16.81 |
|
| Gartmore UK Alpha Fund | 40.79 | -53.87 | -10.76 |
|
| Gartmore UK Growth Fund | 38.46 | -43.51 | -6.88 |
|
| GLG UK Growth Fund Acc | 24.74 | -43.29 | .33 | |
| Henderson UK Equity Fund | 35.34 | -34.79 | -6.63 |
|
| Insight Investment UK Dynamic Managed | 39.36 | -34.52 | -8 |
|
| INVESCO PERPETUAL UK Growth Acc | 21.67 | -36.32 | 3.37 |
|
| Investec UK Special Situations Fund Inc | 16.87 | 16.72 | -22.42 |
|
| JPM Premier Equity Growth Fund Acc | 36.99 | -39.42 | -10.57 |
|
| JPM UK Active 350 Fund Acc | -13.59 | -16.26 | 6.44 |
|
| Jupiter Environmental Income Fund Acc | 36.66 | -36.34 | -12.75 |
|
| Jupiter Undervalued Assets Fund | 36.4 | -37.28 | -10.97 |
|
| New Star UK Growth | 27.19 | -49.86 | -8.13 |
|
| Old Mutual Ethical OEIC Acc | 37.76 | -35.42 | -24.75 |
|
| Skandia IM Asset Alloc UK Equity Blend | 42.32 | -39.48 | -9.64 |
|
| Skandia IM UK Best Ideas Fund | 35.4 | -45.15 | -9.96 |
|
| Templeton UK Equity Fund Acc | 41.98 | -39.79 | -21.35 |
|
| UBS UK Select Acc | 33.9 | -36.24 | -11.52 |
|
UK Corporate BondTop ^
| ISA Name | Year 1 | Year 2 | Year 3 | More Info |
| Sector average: | -0.02 | -1.5 | -2.91 | |
| AEGON Ethical Corporate Bond Acc | 14.52 | -11.67 | -4.08 |
|
| Architas MM High Income Fund Inc | -6.02 | -4.53 | -2.77 |
|
| AXA Sterling Corporate Bond Acc | 16.65 | -23.13 | -9.27 |
|
| Gartmore Fixed Interest Fund Acc | 7.42 | -22.75 | -3.48 |
|
| JPM Sterling Corporate Bond Fund Inc | 15.91 | -14.71 | -9.03 |
|
| Rathbone Ethical Bond Acc | -17.51 | -1.51 | -2.12 |
|
| Royal London Corporate Bond Trust Inc | 16.4 | -14.3 | -2.95 |
|
| Santander MM Bond Monthly Income Fd Acc | 18.46 | -15.58 | -4.99 | |
| Scottish Widows Corporate Bond Acc | -2.46 | -3.35 | -1.77 |
UK Equity and Bond IncomeTop ^
| ISA 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 |
|
| Scottish Widows High Reserve Fund Acc | 29.87 | -26.66 | -12.97 |
UK Equity IncomeTop ^
| ISA Name | Year 1 | Year 2 | Year 3 | More Info |
| Sector average: | -23.03 | -13.96 | 21.89 | |
| Axa Framlington Equity Income Fund Inc | -20.46 | -27.99 | 9.61 |
|
| Axa Framlington Monthly Income Fund Inc | -22.09 | -28.86 | 6.87 |
|
| Baillie Gifford Global Income Fund A Inc | -13.72 | -19.37 | 7.6 |
|
| F&C Stewardship Income Fund Inc | 33.84 | -37.17 | -10.5 |
|
| 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 | -13.6 | -24.87 | 9.12 | |
| 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 | -12.27 | -19.26 | 7.29 |
|
| Liontrust First Income Fund | -33 | -16.58 | 14.36 |
|
| New Star Higher Income Fund R Inc | 17.21 | -44.68 | -6.43 |
|
| New Star UK Strategic Income Unit Trust | 20.28 | -45.73 | -1.48 |
|
| Scottish Widows UK Equity Income Acc | 31.66 | -32.13 | -14.76 | |
| Skandia IM Actively Mngd Equity Income | 16.66 | 12.02 | -20.81 |
|
| T.Bailey Equity Income Inc | 29.31 | -31.47 | -9.93 |
|
UK GiltsTop ^
| ISA Name | Year 1 | Year 2 | Year 3 | More Info |
| Sector average: | 0 | 0 | 0 | |
| Henderson Long Dated Gilt Fund | -0.5 | 5.71 | .34 |
|
| Threadneedle Sterling Bond Fund | 5.63 | 4.86 | .13 |
|
UK Index Linked GiltsTop ^
| ISA Name | Year 1 | Year 2 | Year 3 | More Info |
| Sector average: | 0 | 0 | 0 | |
| Henderson Index-Linked Bond Fund | 8.81 | -3.2 | 7.73 |
|
UK Other BondTop ^
| ISA Name | Year 1 | Year 2 | Year 3 | More Info |
| Sector average: | 3.39 | 3.89 | -5.77 | |
| Allianz PIMCO Sterling Total Return Inc | 24.72 | -17.15 | -5.43 |
|
| Aviva Investors Higher Income Plus Cl A | 2.23 | 3.67 | -6.44 |
|
| Aviva Investors Preference Share | -4.07 | -9.87 | .02 |
|
| Aviva Investors SF Corporate Bond Inc | 1.72 | 1.08 | -6.12 |
|
| Baillie Gifford Corporate Bond A Inc | 2.62 | 1.92 | -6.91 |
|
| Ignis High Income Bond Inc | -3.52 | -7.87 | 2.93 |
|
| Scottish Widows Strategic Income Acc | -7.74 | -5.45 | -0.31 | |
| SWIP High Yield Bond Fund Inc | 35.79 | -23.54 | -7.54 |
|
UK Smaller CompaniesTop ^
| ISA 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 | -19.52 | -31.98 | 18.58 |
|
| Gartmore UK & Irish Smaller Companies | -41.46 | -16.26 | 14.73 |
|
| INVESCO PERPETUAL UK Small Cos Grth Inc | -26.33 | -28.78 | 21.55 |
|
| Jupiter UK Smaller Companies Fund | 49.6 | -43.31 | -15.74 |
|
| Liontrust Intellectual Capital Trust | 7.79 | 26.37 | -21.86 |
|
| Rensburg UK Micro-Cap Growth Acc | -32.42 | -35.14 | 22.63 |
|
| Schroder UK Smaller Companies Inc | 41.61 | -43.84 | -2.55 |
|
| Scottish Widows UK Smaller Companies Acc | 46.33 | -43.93 | -18.45 |
UK ZerosTop ^
| ISA Name | Year 1 | Year 2 | Year 3 | More Info |
| Sector average: | 0 | 0 | 0 | |
| F&C Progressive Growth Fund | 26.96 | -28.71 | -0.81 |
|
| New Star Diversified Absolute Return Fd | 21.69 | -32.1 | 1.4 |
|
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