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Start with a free portfolio analysis

Are you invested in the best funds? Set up a free account with Yodelar and get a free performance analysis on your current pension or investment portfolio the very same day. We will quickly ascertain if you need our help!

Whats Included?

Get an overall portfolio grade based on the efficiency of your portfolio
Identify the performance & ranking of each fund you are invested in over last 1,3 & 5 year periods
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Identify what % of your money is invested in 1 to 5 star funds
Establish the ranking of each fund in their specific sector

Important Information - The value of investments referred to on this website can go down as well as up and you may lose some or all the capital you invest. Past performance is not a reliable indicator of future returns. The information on this website is not a personal recommendation to you to invest. If you are in doubt about any investment, consult a FCA-authorised investment firm such as Yodelar Investments.

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Join 60,000 UK investors that use our research

Get access every month to the UK's best fund research absolutely free. Every month we publish our top funds report, fund manager league table and the UK's favourite investor magazine with 100 pages of fund analysis, performance data and more.

 

Important Information - The value of investments referred to on this website can go down as well as up and you may lose some or all the capital you invest. Past performance is not a reliable indicator of future returns. The information on this website is not a personal recommendation to you to invest. If you are in doubt about any investment, consult a FCA-authorised investment firm such as Yodelar Investments.

Fund Manager League Table
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Every month we analyse and rank over 100 fund managers including SJP, Aviva, L&G, Schroder, Fidelity and more. Register today for your monthly copy.

Top Performing Funds Report
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Register today receive a monthly up to date performance analysis of each investment fund. Each fund ranked and compared to all other same sector funds.

Monthly Investor Magazine
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Includes 100 +pages, of detailed performance analysis of over 3,000 funds across 100 sectors, articles, reviews, fund manager analysis and much more.

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Click Here to book a no obligation call with our team

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Book a no obligation call with our advice team

Want to understand what we do different to ensure our clients invest efficiently using the better performing fund managers. Choose a time slot that suits you below and book a no obligation 45 min presentation and get the answers to all your questions

 

Our clients are protected

As a regulated advice firm our clients are protected under the regulation of the Financial Conduct Authority (FCA). Clients are also protected up to £85,000 per provider under the Financial Services Compensation Scheme. If you have invested more than £85,000 with any one investment provider your funds could be at risk. Talk to our team today!

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LET'S GET STARTED
Click Here to book a no obligation call with our team

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Get instant access to the best fund research

Register your details with Yodelar today, and get 7 days free access to our Investor Hub fund research platform. Get instant performance analysis on 80,000 investment funds and over 100 fund managers

Select a fund manager and get an instant analysis on all their funds
Search and compare over 88,000 funds and their variants.
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Filter funds by star rating, sector, brand and fund manager
Add your funds and get an instant portfolio analysis

Important Information - The value of investments referred to on this website can go down as well as up and you may lose some or all the capital you invest. Past performance is not a reliable indicator of future returns. The information on this website is not a personal recommendation to you to invest. If you are in doubt about any investment, consult a FCA-authorised investment firm such as Yodelar Investments.

LET'S GET STARTED
Click Here to book a no obligation call with our team

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Read some of our popular articles and reviews

Every year we analyse over 100 fund managers and their funds. We share this information with our clients who know we are doing the necessary research to ensure they are invested efficiently

Navigating the Market Impact of “Liberation Day” Tariffs

Topic: Best Performing Funds 8 April 2025

The Gold Standard of Investing

Topic: Editors Picks 19 June 2024

The Costly Mistakes Investors Make

Topic: Investor Insights 12 June 2024

How 90% of Investors Can Improve Their Investment Returns

Topic: Efficient Investing 7 May 2024

Passive Vs Actively Managed Funds : A Performance Comparison

Topic: Passive Investing 26 September 2024

Ethical Fund Performance Under The Spotlight

Topic: Ethical Investing 24 September 2024

Optimise your investments and invest efficiently

Let us show you how we will optimise your investments and help you invest your wealth efficiently. Get regulated investment advice from the fund experts..

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Click Here to book a no obligation call with our team

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Important Information - The value of investments referred to on this website can go down as well as up and you may lose some or all the capital you invest. Past performance is not a reliable indicator of future returns. The information on this website is not a personal recommendation to you to invest. If you are in doubt about any investment, you should consult a FCA-authorised investment firm. Click here to book a no obligation call with our regulated advice team.

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Telephone : 0808 1686 299

Head Office:
27 Old Gloucester St, London
England, WC1N 3AX

Admin centre:
Catalyst Inc, Bay Road,
Derry, BT48 7TG

Risk Warning - the value of investments referred to on this website can go down as well as up and you may lose some or all the capital you invest. Unless we specifically agree otherwise, the information on this website is not a personal recommendation to you to invest. If you are in doubt about any investment, you should consult and FCA-authorised investment firm. The tax treatment of any investments depends on your personal circumstances, so you should seek professional tax advice where appropriate.

Copyright © 2025. Yodelar is a trademark of Yodelar Investments Limited ("Yodelar") a company registered in England and Wales with company No 11294578 at Walsingham House, 35 Seething Lane, London, EC3N 4AH and authorised and regulated by the Financial Conduct Authority (FCA) under firm reference number 810056.

MKC Wealth Limited, is a company registered in England and Wales with company No 05016078 at Walsingham House, 35 Seething Lane, London, EC3N 4AH and is authorised and regulated by the Financial Conduct Authority under firm reference number 428734.

Yodelar Investments Limited and MKC Wealth Limited are wholly owned subsidiaries of MKC Wealth Holdings Limited a company registered in England with company No 12743231at Walsingham House, 35 Seething Lane, London, EC3N 4AH.