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

Commentary

Last month the BOTB once again outperformed its benchmarks, with every fund within the selection producing a positive return. The BOTB rose 3.71% during May, which is the strongest monthly performance since December 2023. Unsurprisingly, 21 of the funds in last month's BOTB have retained their position in June's BOTB, which is the highest retention rate since June 2024.

Digging deeper into the performance of the funds within the BOTB during May, the table below highlights the top performers. There were some outstanding performances for funds focused on European equities and UK equities. It's good to see both Ninety One UK Special Situations and Artemis Global Income in the list as both are within my own £50k portfolio.

Fund	May 2025 % return
Ninety One UK Special Situations	8.42
Schroder European	7.19
Ninety One Global Special Situations	7.18
Artemis Global Income	7.11
Artemis SmartGARP European Equity	6.42

At the other end of the scale you can see the list is comprised of the lower risk funds from last month's BOTB. May was a month where risk was rewarded so bond funds lagged equity funds, but they still enjoyed a positive return.

Fund	May 2025 % return
Schroder Sustainable Bond	0.53
Premier Miton Strategic Monthly Income Bond	0.25
Man Sterling Corporate Bond Fund	0.15
Aviva Inv Multi Strategy Target Return	-0.24
Premier Miton Multi-Asset Absolute Return	-0.41

In terms of June's asset mix, it remains almost identical to the asset mix of May's BOTB, with the only difference being a slightly reduced exposure to UK equities in favour of some exposure to Asian equities. However, UK equities remain the largest component of the equity portion of the BOTB closely followed by European equities.

Below I list this month's selection in full with the 21 funds that regained their place in black while the new additions are in green. As usual, I have included the full list sorted alphabetically by name and then by risk category.

June's Best of the Best Selection - (A-Z by fund name)

(funds unchanged from last month are in black while new additions are in green):

Name	Sector	ISIN Code	Risk
Artemis Global Income	Global Equity Income	GB00B5N99561	Medium risk
Artemis Monthly Distribution	Mixed Investment 20-60% Shares	GB00B6TK3R06	Lower risk
Artemis SmartGARP European Equity	Europe Excluding UK	GB00B2PLJD73	Medium risk
Artemis SmartGARP UK Equity	UK All Companies	GB00B2PLJM64	Medium risk
Aviva Inv Multi Strategy Target Return	Targeted Absolute Return	GB00BMTRW090	Lower risk
Barings German Growth Trust	Specialist	GB0000822576	Higher risk
BNY Mellon Global Infrastructure Income	Infrastructure	GB00BDR8GH68	Higher risk
BNY Mellon UK Income	UK Equity Income	GB00B7M90R07	Medium risk
CT Latin America	Latin America	GB0001531754	Higher risk
Fidelity Japan	Japan	GB00B882N041	Higher risk
Invesco European Equity (UK)	Europe Excluding UK	GB00B1W7HP93	Higher risk
Invesco High Yield (UK)	Sterling High Yield	GB00B3RW7649	Lower risk
Jupiter China	China/Greater China	GB00B1DTDX49	Higher risk
Jupiter UK Income	UK Equity Income	GB0004791389	Medium risk
L&G European Equity Income	Europe Excluding UK	GB00BF18C898	Medium risk
Man Asia (ex Japan) Equity Fund	Asia Pacific Excluding Japan	GB00BMCMVT34	Higher risk
Man High Yield Opportunities Fund	Sterling High Yield	GB00BJK3W057	Lower risk
Man Income Fund	UK Equity Income	GB00B0117C28	Medium risk
Ninety One Global Special Situations	Global	GB00B29KP103	Higher risk
Ninety One UK Special Situations	UK All Companies	GB00B1XFJS91	Medium risk
Premier Miton Strategic Monthly Income Bond	Sterling Strategic Bond	GB00BMWVS110	Lower risk
Premier Miton Tellworth UK Select	Targeted Absolute Return	GB00BNY7YM73	Lower risk
Schroder European	Europe Excluding UK	GB00B76V8C37	Medium risk
Schroder High Yield Opportunities	Sterling High Yield	GB00B83RDY83	Lower risk
Schroder MM Diversity	Mixed Investment 20-60% Shares	GB00B60CZD52	Lower risk
Schroder Strategic Bond	Sterling Strategic Bond	GB00B7FPS593	Lower risk
Schroder Sustainable Bond	Sterling Strategic Bond	GB00B57BFC79	Lower risk
Troy Asset Management Ltd Trojan Ethical	Flexible Investment	GB00BKTW4R13	Medium risk
WS Havelock Global Select	Global	GB00BFM7DN78	Higher risk
WS Morant Wright Nippon Yield	Japan	GB00B42MKS95	Higher risk

June's Best of the Best Selection - (grouped by risk)

(funds unchanged from last month are in black while new additions are in green):

Name	Sector	ISIN Code	Risk
Artemis Monthly Distribution	Mixed Investment 20-60% Shares	GB00B6TK3R06	Lower risk
Aviva Inv Multi Strategy Target Return	Targeted Absolute Return	GB00BMTRW090	Lower risk
Invesco High Yield (UK)	Sterling High Yield	GB00B3RW7649	Lower risk
Man High Yield Opportunities Fund	Sterling High Yield	GB00BJK3W057	Lower risk
Premier Miton Strategic Monthly Income Bond	Sterling Strategic Bond	GB00BMWVS110	Lower risk
Premier Miton Tellworth UK Select	Targeted Absolute Return	GB00BNY7YM73	Lower risk
Schroder High Yield Opportunities	Sterling High Yield	GB00B83RDY83	Lower risk
Schroder MM Diversity	Mixed Investment 20-60% Shares	GB00B60CZD52	Lower risk
Schroder Strategic Bond	Sterling Strategic Bond	GB00B7FPS593	Lower risk
Schroder Sustainable Bond	Sterling Strategic Bond	GB00B57BFC79	Lower risk
Artemis Global Income	Global Equity Income	GB00B5N99561	Medium risk
Artemis SmartGARP European Equity	Europe Excluding UK	GB00B2PLJD73	Medium risk
Artemis SmartGARP UK Equity	UK All Companies	GB00B2PLJM64	Medium risk
BNY Mellon UK Income	UK Equity Income	GB00B7M90R07	Medium risk
Jupiter UK Income	UK Equity Income	GB0004791389	Medium risk
L&G European Equity Income	Europe Excluding UK	GB00BF18C898	Medium risk
Man Income Fund	UK Equity Income	GB00B0117C28	Medium risk
Ninety One UK Special Situations	UK All Companies	GB00B1XFJS91	Medium risk
Schroder European	Europe Excluding UK	GB00B76V8C37	Medium risk
Troy Asset Management Ltd Trojan Ethical	Flexible Investment	GB00BKTW4R13	Medium risk
Barings German Growth Trust	Specialist	GB0000822576	Higher risk
BNY Mellon Global Infrastructure Income	Infrastructure	GB00BDR8GH68	Higher risk
CT Latin America	Latin America	GB0001531754	Higher risk
Fidelity Japan	Japan	GB00B882N041	Higher risk
Invesco European Equity (UK)	Europe Excluding UK	GB00B1W7HP93	Higher risk
Jupiter China	China/Greater China	GB00B1DTDX49	Higher risk
Man Asia (ex Japan) Equity Fund	Asia Pacific Excluding Japan	GB00BMCMVT34	Higher risk
Ninety One Global Special Situations	Global	GB00B29KP103	Higher risk
WS Havelock Global Select	Global	GB00BFM7DN78	Higher risk
WS Morant Wright Nippon Yield	Japan	GB00B42MKS95	Higher risk

The funds that dropped out of the Best of the Best Selection

For reference, the funds from last month that dropped out of the 80-20 Investor Best of the Best list are listed below:

Name	Sector	ISIN Code	Risk
Artemis Income	UK Equity Income	GB00B2PLJJ36	Medium risk
Close Diversified Income Portfolio	Mixed Investment 20-60% Shares	GB00B708TJ43	Lower risk
CT High Yield Bond	Sterling High Yield	GB0008371014	Lower risk
CT Monthly Extra Income	Mixed Investment 40-85% Shares	GB0008370826	Medium risk
Man Sterling Corporate Bond Fund	Sterling Corporate Bond	GB00BNLYQX62	Lower risk
Ninety One Global Franchise	Global	GB00B7VHRM91	Higher risk
Premier Miton Global Infrastructure Income	Infrastructure	GB00BD3H9L21	Higher risk
Premier Miton Multi-Asset Absolute Return	Targeted Absolute Return	GB00B5PXJK10	Lower risk
Vanguard FTSE Developed Europe ex-UK Equity Index	Europe Excluding UK	GB00B5B71H80	Higher risk

The Asset mix

The current asset mix of the new Best of the Best Selection is shown below with last month's figures in brackets:

• Global Fixed Interest 17% (19%)
• UK Fixed Interest 4% (3%)
• Alternatives 12% (12%) - includes absolute return strategies
• North American Equities 7% (8%)
• Emerging Market Equities 4% (3%)
• Asian Equities 4% (0%)
• European Equities 17% (17%)
• Japanese Equities 7% (7%)
• UK Equities 20% (23%)
• Cash 0% (0%)
• China Equities 4% (4%)
• Property Equities 0% (0%)
• Other International Equities 4% (4%)
• Commodities and Energy 0% (0%)

80-20 Investor's outperformance continues

As you know the Best of the Best Selection is the shortlist of the best funds highlighted by our 80-20 Investor algorithm split into high, medium and low-risk categories. This shortlist is updated at the start of every month.

The green line in the chart below (click to enlarge) shows how a portfolio would have performed since inception (in August 2014) if it had been split equally between the Best of the Best Selection funds and then switched each month when each new shortlist was published. I have also charted the performance against that of the average cautious managed fund (blue line) and the average managed fund with up to 85% equity exposure (red line). In reality, the 80-20 Investor's asset allocation typically lies between these two as it usually has 40-60% exposure to equities at any one time. So they provide a good comparison of how fund managers with a similar remit have fared over the same period.

As you can see, since launch in August 2014 the 80-20 Investor BOTB has outperformed the average managed fund and the market.

 

 

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