80-20 Investor Best of the Best Selection – July 2017 Update

16 min Read Published: 06 Jul 2017
Commentary

16 funds from last month's 30 Best of the Best (BOTB) Selection regained their position in this month's shortlist. Most of those that didn't regain their place in this month's BOTB list remain in their respective Best Funds by Sector (BFBS) lists. As mentioned in July's monthly newsletter, June was a poor month for equity returns. Of the 30 key unit trust sectors only 6 made a positive return. Technology stocks saw some profit taking during June as concerns over the sustainability of the tech rally emerged. It's therefore not surprising that technology funds have dropped out of the BOTB this month with Asian and Chinese equities taking up the baton. These two sectors were among the 6 aforementioned positive sectors from last month.

Chinese equites are an interesting proposition and I look at them in more detail in my recent article - Should China finally be a staple part of an investor’s portfolio?

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