Funds to sell: the failing investments to remove from your portfolio now

Spot the Dog report reveals the top 44 funds underperforming their benchmark. Should you sell your dog fund?

English bulldog slumped over a desk looking sad
(Image credit: © Getty Images)

If you hold a number of funds in your portfolio, you may have noticed that several of them are not doing so well under inflationary pressures, rising interest rates and from market turbulence caused by the war in Ukraine.

But which funds are officially in the ‘doghouse’ and is it time to ditch them?

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Row 0 - Cell 0 Fund IA Sector Size (£ m) Value of £100 invested after 3-years 3-year under performance (%)
1 FTF Martin Currie Global Unconstrained Global 38 91 -36
2 Overstone Global Equity Income Global Equity Income 28 95 -33
3 VT Avastra Global Equity Global 7 99 -29
4 Fidelity American North America 754 107 -27
5 Schroder European Sustainable Equity Europe Excluding UK 38 89 -27
6 St James's Place International Equity Global 2,166 102 -25
7 Unicorn Outstanding British Companies UK All Companies 64 84 -23
8 Halifax Special Situations UK All Companies 111 84 -23
9 HL Multi-Manager Special Situations Trust Global 1,752 105 -22
10 MI Sterling Select Companies UK Smaller Companies 26 63 -22
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Fund3 year return on £100Relative 3 year return
Unicorn Outstanding British Companies£84-23%
Halifax Special Situations£84-23%
Invesco UK Equity High Income (UK)£89-17%
Ninety One UK Special Situations£92-14%
CT Select UK Equity£93-13%
CT UK Extended Alpha£95-11%
Halifax UK Growth£95-11%
Scottish Widows UK Growth£96-11%
CT UK Equity Opportunities£96-10%
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Fund3 year return on £100Relative 3 year return
Unicorn UK Ethical Income£88-18%
Unicorn UK Income£89-17%
LF abrdn Income Focus£90-16%
Schroder UK Multi-Cap Income£90-16%
Liontrust UK Equity Income£92-16%
TB Saracen UK Income£93-14%
abrdn UK Income Unconstrained Equity£93-13%
WS Kleinwort Hambros Equity Income£97-9%
Halifax UK Equity Income£98-8%
Scottish Widows UK Equity Income£99-8%
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Nic studied for a BA in journalism at Cardiff University, and has an MA in magazine journalism from City University. She has previously worked for MoneyWeek.