80-20 Investor Best of the Best Selection – March 2017 Update

17 min Read Published: 04 Mar 2017
Commentary

20 funds from last month's 29 Best of the Best (BOTB) Selection regained their position in March's shortlist. This is one of the largest number of retained funds for quite some time and is a reflection of how momentum has been driving the market. February was a good month for the BOTB with some huge wins. For example the Cavendish Technology fund made 6.7% over the month as did the Blackrock US Dynamic fund! In fact every fund in the BOTB made money in February with the only exception being Artemis Strategic Assets which fell 0.1%.

Once again those who took investment risks were rewarded, particularly if that exposure was via technology stocks, US equities or Smaller Companies. While the BOTB's European equity funds performed well (Marlborough European Multi-Cap was up 1.5%) they generally lagged other regions (as shown in this month's Heatmap). For example the FTSE 100 was up 3%.

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