80-20 Investor Best of the Best Selection – November 2016 Update

10 funds from last month's 30 Best of the Best Selection regained their position in November's shortlist. In the last update before next week's US election it's interesting to see that a US equity exposure has crept back into the portfolio, largely a result of the region holding up better than most other equity markets during October. If you recall last month there was no US equity exposure in the Best of the Best Selection at all. Interestingly, the new weighting is mostly a result of investing the cash held within last month's asset allocation which shows that the US exposure is a complement rather than a replacement within the existing portfolio asset mix. The lack of US exposure didn't hinder the Best of the Best Selection (BOTB) in October as it made 2.39% for the month, versus 1.44% for the average multi-asset managed fund and 0.49% for the FTSE 100.