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Grade Your Portfolio

“Through advice and factual information we empower investors with a deeper understanding of investments and their revelevant performance.”

The Story Behind Our Story

Educating Investors

100’s of new investors analyse their portfolio with Yodelar each week. A significant amount finds that a proportion of their wealth is invested in funds that class within the worst 25% of funds in their sector for performance.

Most investors who pay for advice assume their adviser has such knowledge, but in the majority of cases, this is not the case. Advice firms are not required to know or understand fund ranking or fund performance.

Helping Investors

Since 2014 we have been educating consumer investors via information on fund ranking and performance. As a consumer champion, we have been empowering investors with information and analysis that is factual and easy to understand.

We have referred many investors to research-driven advice firms who were unhappy with previous advice highlighted by their portfolio analysis,

We continue to support over 40,000 better-informed investors.

The History behind an Investor Champion

Our information services have developed over the years to provide consumer investors with relevant and factual fund performance information, information that was generally difficult for investors to access.

We have been ranking the performance of over 70,000 investment funds every month since 2014. We continue to identify the more efficient, better performing funds and fund managers, assessing each to their same sector peers.

Today we provide information and advice services to over 40,000 medium to high net worth investors in the UK. Consumer investors use our fund research platform and free mobile applications to assess fund manager and fund performance. Advice orientated investors use our fully regulated whole of market advice services to invest and plan efficiently.

With increasing demand for our information and later our advice service we raised inward investment as a private company in late 2017, and rebranded as Yodelar.com Shortly after we launched our own FCA regulated advice firm Yodelar Investments.

Our research team, analyse, assess and rank each fund within their relevant sector on a continuous basis identifying which funds perform well and which funds perform poorly. We are completely independent and have no ties to any fund management brands. We are truly consumer investor focused.

Our star rating algorithm continues to rate funds between 1 & 5 stars. Our rating system is designed to highlight fund managers that consistently perform well within their sector.

The Architecture of Efficient Investing

2014

Initially branded ukmoneysite.com our dedicated team started analysing over 70,000 investment funds and their variants every month identifying the most efficient and poorest performing funds for consumer investors. Our dedicated team of research analysts provide investors with a monthly report detailing the ranking and performance of their specific funds within the relevant sectors.

2016

With 14,000 subscribers including consumer investors and industry participants, we launched our monthly investor magazine, the first investor magazine to include detailed fund manager performance reviews, top fund tables, fund manager league tables, and sector specific analysis, identifying the most and least productive fund managers and brands. 

2017

By 2017 our subscriber base has grown to in excess of 30,000 consumer investors subscribed to receive regular performance updates. Our performance analysis and information is regarded as consumer focused, transparent and educational. We are now attracting 1,000’s of new visitors every day due to popularity of our research and reports. Consumer investors have not been exposed to this level of information to date.

2018

With increasing demand for our information service, technology and later our advice service we raised inward investment as a private company in late 2017, and rebranded as Yodelar.com. We launched our mobile app allowing investors to assess fund information and portfolio analysis on the go. We launched our research dashboard allowing investors to filter funds according to performance and 1 to 5 star rating. Shortly after we launched our own FCA regulated advice firm Yodelar Investments.

2020

As a research driven company we promote knowledge, transparancy and efficiency. Self investor clients can access our research tools, investor magazines, top fund tables, fund manager reviews, fund manager league tables and top fund filters online, and can trial all our features for free for 7 days, with no commitment.


Investment clients can access our dedicated and fully regulated advice team and Yodelar Investment portfolios, through which we deliver a competitive and efficient investment/advice service.


Our research team, and Yodelar Investments Investment Committee analyse, assess and rank each fund within their relevant sector on a monthly basis identifying which funds perform well. We are completely independent and have no ties to any fund management brands. We are truly consumer focused and hold consumer value at the core of our proposition.


Our star rating algorithm continues to rate funds between 1 & 5 stars. Funds that are able to maintain a consistent top quartile (top 25%) position within their specific sector, continue to receive a 5-star rating.

Investor Hub

Find out more…

Download our company brochure, and find out more about our humble beginnings and our goals for the future.