80-20 Investor Best of the Best Selection – December 2021 Update

Commentary

Of the 30 funds in November's BOTB, 14 funds have retained their place in December's selection. The chart below shows the performance of the BOTB against a benchmark that is calculated using the respective sector averages for each fund in the BOTB and assuming the same asset mix. Following a strong October, the BOTB had a more muted November, marginally underperforming its benchmark. To give that further context a typical professionally managed multi-asset fund from the Mixed Investment 40-85% Shares sector made 0.13% in November.

The first table below shows the top performing funds within the BOTB for the month of November:

Fund November % return Liontrust Global Technology 5.46 M&G Index-Linked Bond 4.57 Stewart Investors Worldw. Lead. Sust. 4.09 Royal London Global Sustainable Equity 2.98 AXA Global Distribution 2.63 Royal London Sustainable World Trust 2.19 Royal London Global Index Linked 2.15

At the other end of the spectrum, the worst performers are shown below.