80-20 Investor Best of the Best Selection – July 2020 Update

14 min Read Published: 04 Jul 2020

July's BOTB looks almost the same as June's with 26 funds the same. This is one of the most consistent transitions between consecutive months on the BOTB. It again demonstrates the resilience and performance of the funds that made the BOTB last month.

The average return from the BOTB was 3.17% which again is impressive when you consider that the portfolio only had a 42% exposure to equities. Comparable professionally managed funds on average returned between 1.35% and 1.73% as shown in the chart below. Comparing against the Mixed Investment 40-85% Shares sector average is not a fair comparison for the BOTB given that most funds within the aforementioned sector have up to 85% exposure to equities. But it demonstrates that in a month when equity markets continued to rally, and you would therefore have expected the sector average for the Mixed Investment 40-85% Shares sector to outperform, the BOTB produced a better return.

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