Archived article: This article was correct at the time of publishing. Tax, investments and pension rules can change over time so the information below may not be current.

Dig out your dog funds for the Year of the Dog!

On 16 February, China celebrates the turn of the Chinese New Year and welcomes the Year of the Dog. Unfortunately, dogs in the investment industry are not quite as celebrated. In the latest edition of Spot the Dog you can see which funds aren’t being good (boys) for their owners.

Dog funds – a definition

We apply two filters to identify dog funds. The first identifies those that have failed to beat the benchmark over three consecutive 12-month periods, highlighting funds that have consistently underperformed. The second filter shows which funds have underperformed the benchmark by 5% or more over the entire three-year period of analysis.

Download the guide


What’s in the guide?

  • 26 dog funds that we’ve put outside for misbehaving
  • Our pedigree picks – the alternative funds which we think will deliver treats for you
  • How we can help you stay clear of the hounds
Download the guide


Why invest with us?

If you like our dog-driven research, why not take the next step and try out our Online Investment Service?

  • Our service is multi-award winning and excellent value, with annual account fees of 0.4% or less
  • FT readers voted us Best Online/Execution-only Stockbroker and Best Investment Platform in 2017
  • Choose from 2,500 funds as well as investment trusts, ETFs and UK-listed shares
  • It’s quick and easy to set up an ISA, a SIPP or an investment account
  • We’ll keep you updated with the latest news and investment ideas
Invest now


Speak to us

To find out more about dog funds, or if you want to start investing, call 020 7189 9999 or email


Important information

The value of an investment may go down as well as up and you may get back less than you originally invested

This article does not constitute personal advice. If you are in doubt as to the suitability of an investment please contact one of our advisers.

SIPPs are not suitable for everyone.  If you don’t want to invest across different asset classes or don’t think you will make use of the investment choices that SIPPs give you, then a SIPP might not be right for you.