UK shares have taken a hammering as Donald Trump’s commerce threats rattle markets. Three FTSE 100 shares have slumped round 20% in a month, making them the worst performers on the index.

So is that this a possibility to think about shopping for them in a Shares and Shares ISA?

Bunzl shares are struggling

I’ve beforehand hailed Bunzl (LSE: BNZL) an unsung FTSE hero. At the moment, buyers will probably be howling with ache.

Its shares are down 23% in a month, and 23% over 12 months too. That’s a pointy fall for a inventory I’ve considered as one of many FTSE’s darkish horses, which has an amazing observe report for elevating dividends 12 months after 12 months.

The group provides all the things from packaging to hygiene merchandise to companies world wide. It doesn’t make headlines usually, but it surely does generate profits. 

No less than it did. On 16 April Bunzl minimize steerage after a tough begin to 2025, notably in North America. Q1 income dropped “significantly”.

The board warned of “significant uncertainties” over tariffs. But it appears to be like affordable worth with a price-to-earnings (P/E) ratio sits at 11.8, whereas the yield has climbed to three.2%. 

Price-cutting efforts might assist margins recuperate within the second half. I’ve been tempted by Bunzl for years. At the moment, much more so. 

The Melrose share price deserves higher

Melrose Industries (LSE: MRO), proprietor of Aerospace engineer GKN, has been caught within the crossfire too, with shares falling greater than 21% in a month and almost 35% over the 12 months. 

That’s regardless of posting a stable set of ends in March. Income rose 11% to £3.47bn, whereas adjusted revenue jumped 38% to £566m. Dividends elevated by 20%.

Nonetheless, the excellent news was undermined as 2025 income projections of between £3.55bn and £3.7bn undershot expectations of £3.77bn.

That’s forged a shadow over the group’s optimistic five-year targets, together with a plan to hit £5bn in income and £600m in annual free money circulation by 2029.

Now the worldwide aviation sector has been pummelled by Trump tariff and recession fears.

With the P/E down to fifteen instances, I believe Melrose is now value contemplating with a long-term view. However we will’t rule our additional short-term turbulence.

Glencore shares have misplaced their shine

Mining and metals heavyweight Glencore (LSE: GLEN) was struggling lengthy earlier than commerce tensions flared, as falling demand from China hit costs.

Now we now have tariff and recession fears to content material with, too. No marvel the share price has collapsed almost 46% over the 12 months.

2024 outcomes, revealed on 19 February, have been nothing to shout about. Adjusted EBITDA earnings fell 16% to $14.36bn. This was primarily down to falling coal costs over the 12 months. Web debt jumped from $4.9bn to $11.2bn, regardless of “healthy cash generation”.

Nonetheless, shareholder returns are holding up, with $2.2bn pledged in dividends and buybacks.

I maintain Glencore. The revenue ought to softly blow whereas I look forward to the shares to recuperate, however I’ll must be affected person as the worldwide financial system appears to be like set to wrestle for some time.

Traders ought to consider carefully earlier than contemplating Glencore. Bunzl and Melrose look higher positioned to learn from the restoration, in my opinion.