The RedZone

Good, independent fund research can really make a difference to an investor's finances, helping to maximise returns over the long term.

However, while choosing the right fund can significantly boost returns, picking the wrong fund can have a devastating effect on your investments too. That's where the Chelsea RedZone comes in.

Chelsea RedZone 

The Chelsea RedZone is statistical analysis which names and shames the worst-performing funds over three years. Each fund in the list has underperformed their sector average for three consecutive discrete years, and has not had a manager change or process change within the last 18 months.

RedZone Title
(click to see the full RedZone analysis)


The Chelsea DropZone

The Chelsea DropZone lists the worst ten performing funds in the RedZone. They have underperformed their sector averages by the largest amount over the cumulative three-year period.

Position Fund % underperformance from sector average**
1st HC FCM Salamanca Global Property 1 -69.03%
2nd SF Webb Capital Smaller Companies Growth* -53.17%
3rd New Capital Asia Pacific Equity Income -41.13%
4th Natixis Loomis Sayles Emerging Debt & Currencies -37.31%
5th MFM Techinvest Technology -33.71%
6th JB BJ Local Emerging -31.48%
7th JB BJ Emerging Markets Inflation Linked -29.45%
8th MFS Meridian US Value -28.88%
9th MFS Meridian Emerging Markets Equity -26.63%
10th Sarasin Responsible Global Equity (Sterling Hedged) -25.39%

*Based on three-year cumulative performance. All data sourced from FEAnalytics.

 

Past performance is not a reliable indicator of future returns. Please note that the RedZone and DropZone do not constitute investment advice. If you are in any doubt as to the suitability of any investment you should seek professional advice. An appearance of any fund in these lists is not an indication they should be sold or switched.