80-20 Investor Best of the Best Selection – August 2021 Update

15 min Read Published: 07 Aug 2021
Commentary

Of the 30 funds in July's BOTB, 16 funds have retained their place in August's selection. The chart below shows the performance of the BOTB against a benchmark that is calculated using the respective sector averages for each fund in the BOTB and assuming the same asset mix. The BOTB also outperformed the sector average of comparable professionally managed multi-asset funds (which made 0.36%)

You can see how the BOTB selection struggled during the mid-point of the month before rallying into the close. The table below shows the top performers within the BOTB for the month of July and it's pleasing to see three of them are in my own £50k portfolio.

Fund % July return Liontrust India 3.8 Fidelity Global Property 3.34 Marlborough European Multi-Cap 3.29 BMO North American Equity 2.38 Schroder UK Dynamic Smaller Companies 2.03 Fidelity UK Smaller Companies 1.86

At the other end of the scale the laggard was Marlborough Far East Growth which fell 5.47%.

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