The BOTB selection finished 2025 in strong fashion, outperforming both of its benchmarks. The fact that the BOTB outperformed both benchmarks suggests that while the asset mix played a role, the individual fund choices within the BOTB were the biggest drivers of outperformance.
As such, 18 funds have retained their position in this month's BOTB. Digging deeper into the performance of individual funds, UK and European equities were again among the biggest positive contributors. Artemis SmartGARP European Equity was the standout performer once again, a fund which I hold in my own portfolio, alongside Artemis Global Income. Outside of the top 5 funds shown, emerging market equity funds and Asian equity funds enjoyed a strong month.
Fund December 2025 % return Artemis SmartGARP European Equity 4.38 Artemis SmartGARP UK Equity 4.22 Artemis Global Income 4.17 Schroder European Recovery 3.38 UBS UK Equity Income 2.56At the other end of the scale technology stocks were once again among the laggards, but this time alongside funds focussed on US healthcare stocks.
Full article available exclusively to 80-20 Investor members.
To read the complete article, sign up for a free trial or log in below.
Start a free trial Already have an account? Log in
MTTM AI (beta) 