80-20 Investor Best of the Best Selection – January 2020 Update

15 min Read Published: 04 Jan 2020
Commentary

December was a strong month for equity markets as the Santa rally got into full swing in the UK and the US after the risks surrounding the UK general election and the US-China trade war dissipated. This followed hot on the heels of an already strong November.

December's BOTB had some stand out performances as shown in the table below with the Fidelity UK Smaller Companies fund (a fund that also made the recent Winter Fund Portfolio) making an eye-watering 8.2%.

Fund Performance 3rd Dec 2019 to 2nd Jan 2020 Fidelity UK Smaller Companies 8.2% ASI UK Real Estate Share 6.66% Fidelity Enhanced Income 5.81% Close FTSE techMARK 5.23% Baillie Gifford Positive Change 5.16%

In fact during the period only three funds within December's BOTB did not make a profit (all of which invested in Japanese equities), while the remaining funds made an average return of 3.15%, which is quite incredible.

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