Of the 30 funds in February's BOTB selection 15 funds have retained their place this month. The BOTB performed in line with its benchmarks until the last day of the month when it took a hit following the slump in US tech stocks into the month-end.
Digging deeper into the performance of the funds within the BOTB during February, the table below highlights the top performers. The standout performers were Chinese equity funds, which rode the investor enthusiasm for Chinese AI stocks. Meanwhile other global equity funds struggled (due to their high equity exposure) allowing UK equity funds to rise to the top of the performance chart. The presence of a number of high yield bond funds shows the turnaround in fortunes of equities versus bonds.
Fund February 2025 % return Baillie Gifford China 9.03 Jupiter China 8.35 Artemis UK Select 2.86 Man High Yield Opportunities 1.64 Schroder High Yield Opportunities 1.59 Baillie Gifford High Yield Bond 1.45At the other end of the scale you can see that there were some significant falls for those funds with exposure to US tech stocks.
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