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

Of the 30 funds in April's BOTB, 24 funds have retained their place in May’s selection. This is possibly the largest number of funds to retain their place from one month to the next in the history of 80-20 Investor. Perhaps it's not surprising given the selection’s performance during the month versus its benchmarks. The chart below shows the average performance of the BOTB during April (the green line) against a benchmark that is calculated using the respective sector averages for each fund in the BOTB and assuming the same asset mix (the purple line). You can see that the BOTB outperformed its benchmark once again.

The chart also shows how the selection performed versus the average professionally managed fund from the Mixed Investment 20-60% Shares sector and the Mixed Investment 40-85% Shares sector. The former is typically more cautious than the BOTB given its lower equity exposure while the latter tends to be more adventurous.