02 Feb 2018

Written by Damien

Damien is one of the most widely quoted money and investment experts in the national press and has made numerous radio & TV appearances. He created MoneytotheMasses.com while working in the City when he became disillusioned with the way the public were left to fend for themselves because they could not afford financial advice.

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80-20 Investor Best of the Best Selection – February 2018 Update

Commentary

January was a strong month for the BOTB as a whole with the average return of 1.26% in a month that started strongly but began to be buffeted by the headwinds emanating from the bond market, as discussed in February's monthly newsletter. To give this some context, the average managed fund from the Mixed Investment 40-85% Shares sector barely made 0.16% while the FTSE 100 fell 1.96% as the rally in the pound started to bite.

Despite the bond market weakness seeping into equity markets it is good to see that 15 of last month's BOTB funds remain in this month's BOTB selection. Of those funds that are new many are familiar from past months' BOTB selections. The aforementioned bond weakness and rotation into other assets, including equities, shows in the low-risk portion of this month's BOTB with fewer bond funds and more multi-asset and targeted return funds.

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