80-20 Investor Best of the Best Selection – September 2020 Update

16 min Read Published: 04 Sep 2020
Commentary

18 funds from August's BOTB retain their place in September's shortlist. The average return from the BOTB for the month of August was 1.4% which again is a good return when you consider that the portfolio only had 48% exposure to equities. Comparable professionally managed funds on average returned between 1.22% and 2.38% as shown in the chart below. As I pointed out previously, comparing against the Mixed Investment 40-85% Shares sector average is not a fair comparison for the BOTB given that most funds within the aforementioned sector have up to 85% exposure to equities. But it once again demonstrates that in a month when equity markets rallied strongly you would therefore have expected the sector average for the Mixed Investment 40-85% Shares sector to significantly outperform the BOTB, which it didn't.

The table below shows the top 7 performers from August's BOTB and once again there are some familiar names, which produced staggering returns.

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