06 Oct 2018

Written by Damien

Damien is one of the most widely quoted money and investment experts in the national press and has made numerous radio & TV appearances. He created MoneytotheMasses.com while working in the City when he became disillusioned with the way the public were left to fend for themselves because they could not afford financial advice.

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80-20 Investor Best of the Best Selection – October 2018 Update


While September was a good month from a headline equity index level (see September's monthly newsletter) the updated 80-20 Investor heatmap shows how fund managers struggled to break even, with most losing money. The stand out sector performance-wise was Japanese equities with the weakening yen boosting returns.

The divergence between US stocks, global stocks and other assets showed no sign of abating and explains the slight increase in the US equity allocation in this month's BOTB. It is interesting to see AXA Framlington American reappear in the BOTB having dropped out of the list last month, but it is a reflection of the narrowing bull market in equities.

Bricks and mortar property funds have finally got their own Investment Association sector which allowed the Standard Life UK Real Estate fund to slide back into the low-risk end of the BOTB. I held this fund in my own portfolio for some time and it did exactly what I wanted it to.

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