The BOTB selection finished in negative territory for the month, for the first time since May. The fact that the BOTB outperformed its benchmark but lagged the Mixed Investment 40-85% sector average suggests that it was the BOTB's asset mix which was the bigger drag on performance.
Despite this, 17 funds have retained their position in this month's BOTB. Digging deeper into the performance of individual funds, UK and European equities were the biggest positive contributors. Artemis SmartGARP European Equity was the standout performer, a fund which I hold in my own portfolio.
Fund November 2025 % return Artemis SmartGARP European Equity 2.21 Artemis SmartGARP UK Equity 1.49 UBS UK Equity Income 0.5 M&G Recovery 0.4 Jupiter Merlin Conservative Select 0.39At the other end of the scale, emerging market and Asian equities were among the biggest losers, along with technology stocks.
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