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

Last month the BOTB once again produced a strong performance, outperforming its benchmarks. Unsurprisingly 20 funds retain their position in the BOTB this month. The BOTB rose 1.35% during August. Interestingly, the chart below shows that the BOTB (the blue line) outperformed its benchmark (the red line), which has the same asset mix but assuming the sector average performance for each asset class. This is evidence that the BOTB fund choices significantly contributed to its performance during August. Also, notice how both the BOTB (the blue line) and its benchmark (the red line) outperformed the professionally managed benchmark (the green line). This shows that the asset mix of the BOTB also helped boost performance. Or to sum up, both the BOTB's asset mix and the underlying fund choice contributed to its outperformance over the professionally managed benchmark, which is great to see.

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