80-20 Investor Best of the Best Selection – April 2024 Update

7 min Read Published: 05 Apr 2024
Commentary

Of the 30 funds in March's BOTB, selection 19 funds have retained their place in April's selection after yet another strong monthly performance where only two funds failed to register a positive return. The BOTB as a group rose 2.58%, following February's impressive rise of 2.91%. However, a last day rally for its benchmarks saw the BOTB marginally underperform them, but it doesn't take the shine off another good month for the BOTB.

Obviously, the chart above only looks at the average across all of the funds within the BOTB and there is a wide range of performances among the funds that make up the selection. The top-performing funds in April's BOTB are highlighted in the table below. Once again, there were some strong performances from funds Artemis US Select and FTF Templeton Global Leaders. It's good to see two of the funds listed are in my own £50k portfolio (namely Ninety One UK Special Situations and Artemis European Select) but they are recent additions.

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