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

Last month the BOTB once again performed well and in line with its benchmarks, with only 4 funds within the selection not producing a positive return. The BOTB rose 1.61% during June following its rise of 3.71% in May. Twenty-two of the funds in last month's BOTB have retained their position in July's BOTB. The BOTB has also reached an important milestone as it has now doubled in value since its launch in August 2014. You can see the long-term performance chart at the bottom of the article.

Digging deeper into the performance of the funds within the BOTB during June, the table below highlights the top performers. Once again Ninety One Global Special Situations, Ninety One UK Special Situations and Artemis Global Income make the shortlist - with the latter two both being members of my own £50k portfolio. There were also some strong performances for funds with exposure to Asian and Chinese equities.