80-20 Investor Best of the Best Selection – May 2020 Update

14 min Read Published: 04 May 2020
Commentary

The latest BOTB update paints a very different picture from last time. Whereas last time only four funds retained their BOTB status, this time around 25 funds retained their status with just five funds being replaced by new ones. That is one of the most consistent handovers from one month to the next we've ever experienced. It demonstrates the resilience of the funds that made the BOTB last month.

Every fund within last month's BOTB made a profit, except one which was the Artemis
US Absolute Return (which lost 0.88% over the month). It is one of the few funds that didn't make it into this May's BOTB. But the 80-20 Investor algorithm correctly identified a number of funds which rode the developing trends to produce eye-watering one-month returns during May. The top 6 are shown below and captured the winning trends of investing in US equities, technology stocks and healthcare stocks:

Name 1-month return % Liontrust Global Technology 18.22 Baillie Gifford Positive Change 16.36 T.

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