80-20 Investor Best of the Best Selection – May 2021 Update

14 min Read Published: 07 May 2021
Commentary

This month's BOTB follows on from last month's success. Of the 30 funds in April's BOTB, 19 funds have retained their place in May's selection. This is in stark contrast to last time when only 8 funds in March's BOTB made it into April's BOTB. The chart below shows the performance during the month of April of the BOTB against the typical professionally managed funds.

 

It is good to see that the sweeping changes made last time, moving the BOTB away from growth funds in favour of value/cyclical funds, have been rewarded. In fact every single fund in April's BOTB ended the month in positive territory. The table below shows the performance of the top-performing funds during April.

Fund April % return Marlborough European Multi-Cap 9.43 Schroder UK Smaller Companies 6.94 FP Octopus UK Micro Cap Growth 6.38 Fidelity UK Smaller Companies 5.38 Wise Funds Limited TB Wise Multi-Asset Growth 4.75

Given the performance of the BOTB, it is unsurprising that the asset mix of the new BOTB remains almost identical to last month's.

Full article available exclusively to 80-20 Investor members.

To read the complete article, sign up for a free trial or log in below.