80-20 Investor Best of the Best Selection – November 2025 Update

While last month’s BOTB selection underperformed both of its benchmarks for the first time since March (see the chart below) it was still another strong monthly performance for the selection, as it rose 3.38% in October.

Eighteen funds have therefore retained their position in this month's BOTB, with only two funds from last month's selection not finishing October in positive territory. Digging deeper into the performance of individual funds, Barings Korea Trust, a new entry last month, had an unbelievably strong October, rising over 20%. That represents one of the strongest monthly performances of a fund in the BOTB since I first published the BOTB back in 2014. Aside from Barings Korea Trust, there were other incredibly strong performances, although they pale in comparison to Baring Korea Trust. AXA Framlington Global Technology, Schroder Asian Income, Barings Eastern Trust and Fidelity Japan all achieved a return of over 7% during October, a month when Asian equities and US tech stocks rallied strongly.