80-20 Investor Best of the Best Selection – April 2026 Update

March was a difficult month for investors, where the only asset not to lose money was cash. Both bond and equity markets fell in tandem as the war in the Middle East first erupted and then escalated. It meant that the typical 60% equity / 40% bond portfolio had its worst month since the energy crisis in 2022. With Trump pulling the rug from under markets and reversing many of the investment trends of 2025 and early 2026, it's no wonder that only 12 funds from March retained their position in April's BOTB.

Despite the market collapse, the BOTB still outperformed one of its benchmarks and performed in line with the other. It suggests that the asset mix (particularly its exposure to emerging market and Japanese equities) proved a drag on performance, although the individual funds themselves within the BOTB performed better than their respective peers on the whole.