June's BOTB looks very familiar to May's with 21 funds the same. Again the message is consistency. It again demonstrates the resilience of the funds that made the BOTB last month. The average return from the BOTB was 3.63% but there were many notable winners. That is quite an impressive return when you consider that the portfolio only had a 37% exposure to equities during a month where stock markets continued higher. Comparable professionally managed funds on average returned 2.63% but with as much as 60% equity exposure. Yet again, BOTB regulars such as Baillie Gifford Positive Return produced some staggering returns.
Name May performance % Morgan Stanley US Advantage 13.13 Liontrust Global Technology 10.34 T. Rowe Price Global Technology Equity 9.68 Baillie Gifford Positive Change 8.99 Baillie Gifford Long Term Global Growth Investment 8.8At the other end of the spectrum, only five funds didn't make a profit and these were focused on government bonds and Chinese equities.
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