80-20 Articles

Commentary 11 funds from last month's 29 Best of the Best Selection regained their position in December's shortlist. November was a tough month for investors with the average multi-asset fund down 2% and it was a rare occasion as the 80-20 Investor Best of the Best Selection (BOTB) underperformed falling 4%. But to put that...

Commentary 10 funds from last month's 30 Best of the Best Selection regained their position in November's shortlist. In the last update before next week's US election it's interesting to see that a US equity exposure has crept back into the portfolio, largely a result of the region holding up better than most other equity markets...

Commentary 14 funds from last month's 29 Best of the Best Selection regained their position in October's shortlist. In one of the last updates before the US election the most striking aspect of the portfolio is that there is now no direct exposure to US equities at all. The risk/reward trade-off...

Commentary Only 10 funds from last month retain their position in September's Best of the Best Selection, the fewest ever. However while the characters may have changed the storyline remains largely familiar. Global bonds remain the largest component of the Selection although this has significantly reduced. Interestingly the exposure to US equities has fallen...