08 Sep 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 – September 2018 Update


As discussed in September's monthly newsletter, August was another good month for investors and it brought to a close an unseasonably strong summer for developed world equities. However Chinese equities and Asian equities continued to lag and the BOTB selection benefited from their absence. The BOTB selection finished up 2.57% (assuming an equal investment across all the funds in it). There were some incredible returns during the month, as this table of top performers shows:

Name Total return in August AXA Framlington Global Technology 9.24 Baillie Gifford Positive Change 8.5 AXA Framlington American Growth 8.36 Neptune Global Technology 7.94 Standard Life Investments Global Smaller Companies 5.5 Janus Henderson US Growth 4.79 Liontrust Sustainable Future Absolute Growth 4.7 L&G Global Health & Pharmaceuticals Index 4.29

At the opposite end of the spectrum, there were only three funds that didn't make a profit, one of them being Premier UK Growth which fell 1.49% (versus 4% for the FTSE 100).

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