80-20 Investor Best of the Best Selection – June 2026 Update

May saw equity markets continue their rebound from the lows in March, following the outbreak of the war in the Middle East. It meant that the BOTB selection enjoyed a strong month, although, unusually, the benchmark which tracks the impact of the BOTB's underlying asset mix, rather than the performance of individual funds, significantly outperformed the BOTB and the benchmark tracking the performance of professional fund managers.

It suggests that some of the fund choices in May's BOTB dampened the performance boost provided by the selection's asset mix. This is most likely due to style or geographical biases within some of May's funds. For example, if you look at the performance tables below BNY Mellon Asian Income enjoyed a very strong month, rising over 7.62%. Nonetheless, Fidelity Asia, which is also a member of the 'Asia Pacific Excluding Japan' sector, rallied by almost 20% during May. The reason that the Fidelity fund outperformed by such a margin is that it has over 30% of its assets invested in Asian chipmakers, a larger exposure than BNY Mellon Asian Income, that benefited from AI euphoria.