80-20 Investor Best of the Best Selection – March 2024 Update

7 min Read Published: 04 Mar 2024

Of the 30 funds in February's BOTB, selection 20 funds have retained their place in March's selection after yet another strong monthly performance. The BOTB as a group rose 2.91%, significantly outperforming the average professionally managed fund, as shown by the performance of the Mixed Investment 40-85% Shares sector (green line) in the chart below. In fact, if the BOTB selection was a fund it would have outperformed 263 of the 274 funds from the Mixed Investment 40-85% Shares sector during February. That would have put it in the top 5% of performers in February, which is even better than the performance in January. Also, don't forget that many funds from the sector take far more investment risk than the BOTB does as a whole.

Obviously, the chart above only looks at the average across all of the funds within the BOTB and there is a wide range of performances among the funds that make up the selection.

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