80-20 Investor Best of the Best Selection – April 2019 Update

16 min Read Published: 06 Apr 2019
Commentary

Not too much has changed within the BOTB this month. 13 funds from last month's list of 26 remain the same, as does the BOTB's overall equity exposure (which remains fairly cautious at around 40%). Despite the low equity exposure during a month when equities posted strong gains (the FTSE 100 rose 2.89% while the S&P 500 rose 1.79%) the BOTB selection performed well.

The strong performance of the BOTB selection meant that the average return for March was 2.08% versus 1.52% for the average professionally managed fund from the Mixed Investment 40-85% Shares sector and 1.2% for the average fund in the Mixed Investment 20-60% Shares sector.

From last month's selection, the best performers were M&G Global Listed Infrastructure and First State Global Listed Infrastructure which both followed up strong performances in February with even stronger performances in March (up 3.25% and 3.95% respectively).

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