80-20 Investor Best of the Best Selection – November 2017 Update

8 min Read Published: 04 Nov 2017
Commentary

16 funds from last month's 30 Best of the Best (BOTB) Selection regained their position in this month's shortlist. Most of those that didn't regain their place in this month's BOTB list remain in their respective Best Funds by Sector (BFBS) lists. The level of consistency in the BOTB selection is once again a reflection of the continued uptrend in equities.

October mostly picked up where August left off if you look at the latest heatmap. That meant taking investment risk was rewarded as Chinese, Asian, Emerging markets and technology stocks resumed their surge higher. As discussed in this month’s newsletter not a single 80-20 Investor BOTB lost money. In fact the lowest return was 0.42%, while the top performer was the Baring Eastern Trust with an eye-watering return of 7.27% in just one month. This drove the BOTB average performance to 3.09% for the month which compares to 2.25% for the average managed fund and 1.82% on the FTSE 100 (which is 100% equity).

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