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

16 min Read Published: 04 Mar 2022
Commentary

Of the 30 funds in February's BOTB, 16 funds have retained their place in March's selection. The chart below shows the average performance of the BOTB during February against a benchmark that is calculated using the respective sector averages for each fund in the BOTB and assuming the same asset mix.

 

The outperformance is a reflection of the selection's exposure to funds containing energy and financial stocks as well as commodities. In fact, there was quite a divergence in performance between the top and bottom funds during February. The chart below shows the top five performers from February's BOTB. It is pleasing to see that four of the funds are within my own £50k portfolio.

Fund % return in February BlackRock Natural Resources Growth & Income 4.84 Fidelity American Special Situation 2.86 Invesco UK Opportunities (UK) 1.58 Man GLG Japan Core Alpha 0.79 Premier Miton Defensive Growth 0.64

 

At the other end of the scale, those funds that experienced the worst of the market slump had exposure to European stocks, and in particular the German DAX.

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