80-20 Investor Best of the Best Selection – January 2017 Update

17 min Read Published: 06 Jan 2017
Commentary

13 funds from last month's 29 Best of the Best Selection regained their position in January's shortlist. After a disappointing November the Best of the Best (BOTB) Selection bounced back in December and was up 2.62% for the month. To give that wider context, the BOTB finished 2016 up 16.69%, comfortably outperforming the average multi-asset fund by between 3.58% - 6.79%. Obviously I'm very pleased with that. Also, at the foot of this article you can see how the 80-20 Investor Portfolio has continued to outperform the professional fund managers as well as the market since its launch over 2 years ago.

This month's update to the BOTB has seen the most radical change to its asset mix for some time, completely removing all exposure to emerging markets (particularly China) and Asian equities (excluding Japan). These areas have just recently been a drag on the selection's high risk portion, particularly since Donald Trump won the US election.

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