80-20 Investor Best of the Best Selection – January 2025 Update

Commentary

Of the 30 funds in December's BOTB selection 19 funds have retained their place after another month where the BOTB  outperformed its benchmarks, as shown below.

Digging deeper into the performance of the funds within the BOTB during December, the table below highlights the top performers. These were mostly made up of funds with US large cap exposure but also those funds with a defensive bias (such as Thesis TM Tellworth UK Select and M&G Global Dividend). Jupiter China is an interesting star performer, given the fears over a Trump-induced trade war between the US and China. It is good to see that 3 of the funds listed are in my own £50k portfolio.

Fund December 2024 % return Jupiter China 5.51 L&G Global Technology Index Trust 4.55 Artemis SmartGARP UK Equity 2.27 Thesis TM Tellworth UK Select 1.17 M&G Global Dividend 1.08 T.