18 funds from last month's 30 Best of the Best (BOTB) Selection regained their position in this month's shortlist. Most of those that didn't regain their place in this month's BOTB list remain in their respective Best Funds by Sector (BFBS) lists. If you look at the latest heatmap Chinese equities and emerging equities continue their outperformance buoyed by the weak dollar. Unsurprisingly they have gained a greater exposure in the BOTB this month. July was a fantastic month for the BOTB selection, making 2.27% versus 0.86% for the FTSE 100 and 0.77% for the average professional managed fund.
Interestingly Japanese equities have made a reappearance after months on the sidelines. What is interesting is that the fund in question that makes the grade is Neptune Japan Opportunities which is mostly hedged. This means that it strips out any currency exposure. If you read this month's monthly newsletter you can see the benefit of doing so.
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