80-20 Investor Best of the Best Selection – April 2025 Update

The BOTB outperformed its benchmarks helped by its Chinese and European equity exposure as well as a focus on global equity income funds over growth alternatives. However, despite this, of the 30 funds in March's BOTB selection only 15 funds retained their place in April. This is the smallest number for a long time, which demonstrates just how much market sentiment shifted in March.

Digging deeper into the performance of the funds within the BOTB during March, the table below highlights the top performers. The standout performers were Chinese equity funds, which continue to ride investor enthusiasm for Chinese AI stocks. Elsewhere European equities continued to outperform US equities, while equity funds with a defensive bias also performed well on a relative basis versus their peers. In what was a tough month for equity markets it's not surprising to see bond funds among the top performers.