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

15 min Read Published: 06 Nov 2021
Commentary

Of the 30 funds in October's BOTB, 18 funds have retained their place in November's selection. The chart below shows the performance of the BOTB against a benchmark that is calculated using the respective sector averages for each fund in the BOTB and assuming the same asset mix. The BOTB had a very strong month, coping with the bond market sell-off.

The table below shows the top performers within the BOTB for the month of October and it's good to see three of those (highlighted in bold) are held within my own £50k portfolio.

Name October % return SVS Sanlam North American Equity 5.99 Liontrust Global Technology 5.65 Fidelity Emerging Europe Middle East and Africa 5.44 Marlborough European Multi-Cap  4.22 T. Rowe Price Global Technology Equity 3.62

At the other end of the spectrum, the worst performers are shown below and it's surprising to see Liontrust India and Fidelity UK Smaller Companies (which I hold in my £50k portfolio) among them, as they have been regulars in the BOTB.

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