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Investors seem to be voting with their feet. The scale of the recent shift of money from actively managed funds into those that track market indices has...
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Providing investors with the most transparant information available to make informative choices.
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1. Search & add funds
Search and add funds and their amount to your portfolio.
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2. Assign a risk profile
Select a suitable risk profile to compare your funds to.
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3. Fund Ranking Analysis
Get an instant 1-5 star ranking on each fund you are invested in.
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4. Benchmark Analysis
Compare your performance against a top performing portfolio.
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5. Portfolio Performance
Find out what % of funds is invested in top or poor funds.
Click on the button below to download a sample portfolio analysis, demonstrating what will be included in your specific portfolio analysis.
Add your existing investment funds and Instantly compare your portfolio to a portfolio of top performing funds that suits your risk profile.
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1. Search
Search over 70,000 investment funds and variables.
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2. Analyse Performance
View the 1,3 & 5 year performance history instantly.
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3. Fund Ranking Analysis
Get an instant 1-5 star ranking on each fund you are invested in.
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4. Benchmark Analysis
Find out how each fund ranks compared to all same sector funds.
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5. Build Portfolio Analysis
Add funds to a portfolio and compare them collectively.
Fund Search
Search over 70,000 investment funds. Analyse their star rating, 1,3 &
Fund Information On The Go!
Get fund performance and ranking information on the go. Download our app and access vital information on over 70,000 investment funds.
Latest Edition
January 2018
December 2017
Each monthly edition includes up-to-date top funds reports, top performing portfolio reports, fund manager reviews, articles and league tables.
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Top Performing Portfolios
Access our model portfolios, consisting of top performing funds.
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Pension Funds
Acess info on the consistently top performing pension funds.
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ISA & Unit Trust Funds
Access the top performing ISA & unit trust funds in each sector.
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Investment Trusts
Access the top performing IT Funds according to investment sector.
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ETF’s
Identify the top performing ETF’s according to sector.
Find out which fund manager manages the most top-performing investment funds.
Download your complimentary copy of the fund manager league table
Open a Yodelar account today for as little as £1 and access all the top performing fund reports online or via your mobile app.
Latest Review
St James Place Review
We analysed 160 St James Place Investment funds and found 75% of them to be poor performing 1-star funds.
Every monthly we analyse over 100 fund managers comparing their entire collection of funds, against all other same sector funds. Register today and access all recent fund manager reviews.
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Ready Made Portfolio’s
Ready made portfolios, made using the best performing funds.
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SIPPs
Analyse your pension of SIPP funds and identify how your funds rate
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Stocks & Shares ISA
Access our top fund reports and identify the top ISA funds.
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Junior ISA
Access the best fund information for your childens Junior ISA
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Investment Account
Be an informed investor, Register today and invest with confidence.
Download our recent performance report and compare your portfolio performance to our 6
Instantly compare your portfolio to a Yodelar portfolio that suits your risk profile. Analyse the sector rankings of your funds, and idetify performance differences.
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Investment Compliance
Our Trustee Advisory Service ensures Charities &
Trustee’s adhere to the Trustee Act 2000. -
Policy Statement & Guidance
Create a ‘Policy Statement & Guidance’ document with
Yodelar’s Trustee Advisory Service -
Trust & Trustee Audit
Adhere to the legal requirements. Document your audit annually with
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Portfolio Analysis
Trustee’s receive regular portfolio analysis adhering to the Trust’s Policy Statement
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Professional Advisers
Use our panel of top financial advisers to maintain your Trust Policy Statement & Guidance
With more trustee’s facing legal action than before it is imperative Trustee’s adhere to the Trustee Act. Download our Trustee Advisory Service Brochure and find out how we can help.
Free Assessment
If you are a trustee or a board member of a charity, discuss your circumstances with a member of the support team. We will help you assess your Policy Statement & Guidance Policy at no cost
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Portfolio Analysis On the Go!
Show new clients how you can improve their portfolio. Analyse new client portfolio’s on the move with Yodelar ‘Portfolio Analysis.
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Fund Information On The Go!
Acess fund performance and ranking information on the go with the Yodelar mobile App.
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Up-to-date Top Fund Reports
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Monthly Magazine
Potential new clients invested in poor performing funds?
Generate them a Yodelar analysis and demonstrate how you could be a more effective adviser
Join 1000’s of professional advisers who use the Yodelar app to analyse new clients portfolios when on the move.
