The BOTB outperformed its benchmarks, during an extremely volatile month, and almost broke back to positive territory. The BOTB was helped by its reduced US equity exposure as well as its bias towards UK equities, European equities and global equity income funds. However, despite this, of the 29 funds in April's BOTB selection only 16 funds retained their place in May. This demonstrates just how much market sentiment continues to shift.
Digging deeper into the performance of the funds within the BOTB during April, the table below highlights the top performers. There were some outstanding performances for funds focused on European equities and UK equities.
Fund April 2025 % return Artemis SmartGARP European Equity 4.39 Barings German Growth Trust 4.03 Artemis SmartGARP UK Equity 3.69 Artemis Income 2.61 L&G European Equity Income 2.11At the other end of the scale you can see that there were some significant falls for those funds with exposure to emerging markets assets, Chinese equities and energy stocks fared the worst as Trump's trade war escalated.
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