In May's monthly newsletter I said that I would look at the changes in the 80-20 Investor Best of the Best fund selection in more detail.
This month has seen a big change in the funds making the grade and being including in our Best of the Best selection.
Of the 26 funds that were in April's Best of the Best list 8 remain in May's selection. These are:
- 7IM - Unconstrained
- Aviva Inv - High Yield Bond
- Baring - Eastern Trust
- First State - Global Property Securities
- GLG - Continental Europe
- Jupiter - European
- M&G - Japan
- Threadneedle - China Opportunities
This is a lower proportion then the previous month and marks a turning point in a number of macro investment themes.
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