Once again just over half of this month's 80-20 Investor Best of the Best Selection retained their place from last month's shortlist. Once again Global bonds still account for the largest component of the portfolio and although the portfolio has a low direct exposure to equities the 'alternatives' listed will include exposure to equities but via derivatives etc. The 80-20 Investor portfolio performed well during July, finishing the month up over 3% versus 1.82% on the FTSE 100 after the Index had a very strong rally.
This month the Best of the Best Selection has added a touch more risk by moving out of UK Gilts and favouring Asian and Emerging Market equities. They now equate to around 11% of the portfolio in total. Time will tell whether such a bold move will be profitable. Meanwhile we continue to see more funds with direct UK equity exposure creeping in.
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