01 Sep 2017

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.

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80-20 Investor Best of the Best Selection – September 2017 Update

Commentary

18 funds from last month's 30 Best of the Best (BOTB) Selection regained their position in this month's shortlist. Most of those that didn't regain their place in this month's BOTB list remain in their respective Best Funds by Sector (BFBS) lists. If you look at the latest heatmap Chinese equities once again performed strongly as the weak dollar continues to boost returns. Despite August's volatility caused by geopolitical tensions the BOTB made an average of 1.87% during August versus 1% for the average professionally managed fund within the Mixed Investment 40-85% Shares sector.

Japanese equities have once again slipped out of the selection as a strong yen hampered the domestic stock market. UK equities are the chief beneficiary after a strong summer performance. In addition the few funds with hedged currency exposure failed to make an impact on the BOTB, slipping out of the selection as a weak pound boosted unhedged funds.

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