80-20 Investor Best of the Best Selection – June 2022 Update

15 min Read Published: 06 Jun 2022
Commentary

Of the 30 funds in May's BOTB, 21 funds have retained their place in June's selection. This follows on from the previous month when 24 funds retained their place. This is a high level of consistency which is perhaps unsurprising given the selection's recent performance. The chart below shows the average performance of the BOTB during May (the green line) against a benchmark that is calculated using the respective sector averages for each fund in the BOTB and assuming the same asset mix (the blue line). You can see that the BOTB outperformed its benchmark once again.

The chart also shows how the selection outperformed the average professionally managed fund from the Mixed Investment 20-60% Shares sector and the Mixed Investment 40-85% Shares sector. The former is typically more cautious than the BOTB given its lower equity exposure while the latter tends to be more adventurous.

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