020 7189 9999
Opening hours
Mon - Fri: 7.45am to 6pm (Thurs 8pm)
Sat: 9.30am - 1.30pm
Request a call back
  • Home
  • News
  • Spot the Dog guide reveals the worst performing funds

Spot the Dog guide reveals the worst performing funds

Spot the Dog guide reveals the worst performing funds

For almost two decades, Bestinvest has campaigned to raise awareness of poor fund performance by shining a spotlight on those funds that are amongst the worst performers through our landmark Spot the Dog guide.

The financial services industry has earned an unfortunate reputation for over promising and under delivering. Investment funds are heavily promoted during periods when they are riding high in the performance tables but the reality is that over the long term most funds fail to beat their benchmarks. In many cases this is because the manager’s decisions have not added value and/or because the costs are too high. Yet surprisingly many investors put up with weak or pedestrian performance by either not monitoring their investments regularly, receiving poor service from the adviser who originally recommended the investments or through simple inertia.

Our Spot the Dog report is widely recognised as the UK’s definitive guide that names and shames those funds that have consistently and significantly underperformed, so unsurprisingly it doesn’t win any popularity awards from fund managers.

The latest edition of Spot the Dog has identified 59 unit trusts and OEIC funds that have consistently under performed in each of the last three years and by 10% or more over three years. These funds collectively represent £13.3 billion of investors’ cash.

Unfortunately, Spot the Dog represents the tip of the iceberg in terms of funds that disappoint as the filters we have applied are designed to focus on the very ‘worst of the worst.’ For every fund highlighted in this report, there are many more that are also underachieving.

Whether or not you hold any funds that appear in Spot the Dog, if you are concerned about your investments and are not currently a client of Bestinvest, our Free Investment Report Service & Tool (First) can help you analyse your portfolio.

The value of your investment can go down as well as up, and you can get back less than you originally invested.

The Bestinvest Online Investment Service, including any account analysis and investment reports provided by our guidance services, is an online execution-only dealing service for investors who want to make their own investment decisions. It does not provide advice on the suitability of products and investments; if you are unsure about the suitability of any investment you should seek professional advice. Clients of our Investment Advisory Service and Managed Portfolio Service can use the website to obtain current valuations of their investments but cannot trade on these accounts online and should call their adviser if they wish to discuss changes to their investments.

Past performance or any yields quoted should not be considered reliable indicators of future returns. Restricted advice can be provided as part of other services offered by Bestinvest, upon request and on a fee basis. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Issued by Bestinvest (Brokers) Limited (Reg. No. 2830297), which is authorised and regulated by the Financial Conduct Authority. Financial services are provided by Bestinvest (Brokers) Limited and other companies in the Tilney Bestinvest Group, further details of which are available here. This site is for UK investors only.
© Tilney Bestinvest Group Ltd 2016.

Version: RC1027.44113