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

Last month the BOTB put in another strong performance, delivering a return for the month that beat the average professionally managed fund. In a sign of stability, 17 funds retained their position in the BOTB this month. The BOTB rose 2.52% during September. Interestingly, the chart below shows that the BOTB (the blue line) performed in line with its direct benchmark (the red line), which returned 2.56%, but it did lag during the month. This suggests that as the overall asset mix is similar, the underlying fund choices were the main reason for the variation in performance during September. However, note how both the BOTB and its benchmark significantly outperformed the professionally managed benchmark (the green line). This demonstrates that the asset mix of the BOTB was the key driver of its strong performance relative to the average managed fund, which is a great result.

Digging deeper into the performance of the funds within the BOTB during September, the table below highlights the top performers.