80-20 Investor Best of the Best Selection – January 2023 Update

8 min Read Published: 06 Jan 2023

Of the 30 funds in December's BOTB, 17 funds have retained their place in January's selection. The chart below shows the average performance of the BOTB during December (the green line) against a benchmark that is calculated using the respective sector averages for each fund in the BOTB and assuming the same asset mix (the blue line). You can see that the BOTB outperformed its benchmark, after last month’s disappointment.

The above chart also shows how the selection has fared against the average professionally managed fund from the Mixed Investment 20-60% Shares sector and the Mixed Investment 40-85% Shares sector. The former is typically more cautious than the BOTB given its lower equity exposure while the latter tends to be more adventurous. You can see that the BOTB rebounded strongly during the last two weeks of December when we saw bonds struggle but Asian, emerging markets, UK, European and value stocks outperform their US peers, as shown in the chart below.

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