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

Last month the BOTB once again produced a strong performance, with only 2 funds within the selection not producing a positive return. Unsurprisingly 20 funds retain their position in the BOTB this month. The BOTB rose 2.76% during July. Interestingly, the chart below shows that the BOTB outperformed its benchmark (the orange line), which has the same asset mix but assuming the sector average performance for each asset class, It highlights how the BOTB fund choices contributed to its performance during July. The fact that the BOTB gave up its outperformance over the professionally managed benchmark (the green line) at the end of the month was due to its higher European equity exposure (its asset mix) proving a drag on performance in the last few days of July. This month the BOTB celebrates its 11th year anniversary and you can see the BOTB's long-term outperformance in the chart at the bottom of the article.