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 6.42At the other end of the scale you can see the list is comprised of the lower risk funds from last month's BOTB.
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