80-20 Investor Best of the Best Selection – January 2024 Update

Of the 30 funds in December's BOTB, 19 funds have retained their place in January's selection which is not surprising given that the BOTB as a whole was up over 4% during the month. It means that the BOTB has risen by almost 8% in the last two months. The chart below illustrates that the BOTB (the blue line) performed broadly in line with the average professionally managed fund from the Mixed Investment 40-85% Shares sector (grey line). The green line represents the BOTB's benchmark that uses the respective sector averages for each fund in the BOTB, assuming the same asset mix.

Obviously, the chart above only looks at the average across all of the funds within the BOTB but there is a wide range of performances among the funds that make up the selection. The top-performing funds in December's BOTB are highlighted in the table below.