05 Jan 2018

Written by Damien

Damien is one of the most widely quoted money and investment experts in the national press and has made numerous radio & TV appearances. He created MoneytotheMasses.com while working in the City when he became disillusioned with the way the public were left to fend for themselves because they could not afford financial advice.

More about Damien

80-20 Investor Best of the Best Selection – January 2018 Update

Commentary

As my introduction to this month’s newsletter suggests it’s a case of ‘as you were’ with many of the trends that were profitable in late 2017 continuing to be so at the start of 2018. Asian, US and UK equities were the big winners in December helping to push the average return of the BOTB to 1.62% for the month, which compares to 1.31% for the average managed fund from the Mixed Investment 40-85% Shares sector. The Santa rally certainly arrived in 2017, helped by Trump’s tax reform success.

Unsurprisingly 17 funds from last month's 30 Best of the Best (BOTB) Selection regained their position in this month's shortlist. Interestingly a number of those that missed out only did so narrowly, such as Jupiter Smaller Companies, but they remain in their respective Best Funds by Sector (BFBS) lists.

Technology stocks also enjoyed a resurgence and a technology fund even just missed out on being included in the high risk section of the BOTB.

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