08 Apr 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 – April 2017 Update


Once again 20 funds from last month's 30 Best of the Best (BOTB) Selection regained their position in this month's shortlist. March proved a tricky investment market with US and Japanese equities being laggards while technology and UK Smaller Companies funds were among the sectors to eke out the biggest profit. This was a similar pattern to February's but with the exception that US equities underperformed.

Once again a number of the funds that have dropped out of the BOTB only just missed being included and remain in the BFBS tables. They may return to the fold in the near future just like JOHCM UK Equity Income has this month. The underlying asset mix this month hasn't changed radically with the most noteworthy changes being the reintroduction of an emerging market fund as well as the slightly reduced exposure to Japanese equities. European equities continue to have less significance in the portfolio than either UK or US equities.

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