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Free Portfolio Analysis

Submit your portfolio for a complimentary analysis. Our team will analyse each fund you are invested in to identify how each rank within their sector and provide a comprehensive performance analysis of your complete portfolio. It all starts here, and it all starts free.

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ANALYSIS INCLUDES
  • Detailed Fund rating (1-5 star)
  • Overall Portfolio Analysis (1,3 & 5 yrs)
  • Top Portfolio Comparison

Monthly Top Fund Reports

With over 70,000 funds and variants across five fund universes, our top fund reports and fund manager league tables help investors quickly identify the funds and fund managers that consistently perform better than their peers.

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REPORTS INCLUDE
  • Details 1,3 & 5 yr Performance of each fund
  • Fund Ranking of each fund within sector
  • 1-5 star performance rating applied to each

Top Performing Portfolios

Access 6 risk-based portfolios researched and developed by our in-house research team. Includes hand-picked funds that have consistently outperformed all other same sector funds.

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PORTFOLIO REPORT INCLUDES
  • 6 portfolio’s for different risk profiles
  • Exact fund names and percentage invested in each
  • The growth of each portfolio over 1, 3 & 5 yrs

Yodelar Investor Magazine

Access up-to-date fund manager reviews and fund manager league tables, best performing fund reports, top portfolio reports every month as part of the Yodelar Subscription. Subscribe today and get instant access to all for £1.

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INCLUDES
  • Fund manager league tables & fund manager reviews
  • Fund performance tables on all funds
  • 1-5 star performance rating applied to each fund according to sector

Fund Manager Reviews

Get instant access to detailed fund information, charges, performance and ranking statistics for your favourite fund managers. Find out which fund managers are performing better producing better value for investors. Access over 100 fund manager reviews.

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REVIEWS INCLUDE
  • Analyse the fund performance of your fund manager
  • Performance and sector ratings over 1,3 & 5 yr periods.
  • Identify their top, mediocre & Poor performing