As two-thirds of this month's 80-20 Investor Best of the Best Selection retained their place from last month's shortlist the portfolio keeps its reduced equity exposure. Global bonds still account for the largest component of the portfolio and although the portfolio has a low direct exposure to equities the 'alternatives' listed will include exposure to equities but via derivatives etc.
The breakdown of the portfolio's equity exposure has changed from last month with European equities creeping back in at the expense of Asian equities. The key equity theme within the portfolio remains diversification with European, US and Japanese equities seeing a broadly equal weighting. Interestingly the UK equity exposure remains very low at around 5%. This is perhaps reflective of the market nervousness surrounding the impending EU referendum.
At the foot of this article you can see how the 80-20 Investor Portfolio has continued to outperform the professional fund managers as well as the market.
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