100’s of new investors analyse their portfolio with Yodelar each week. A significant proportion of investors find that a proportion of their wealth is invested in funds that rank in the worst 25% of funds in their sector, performing worse than 75% of other same sector funds.
Most investors who pay for advice assume their adviser has adequate fund 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.
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.
Our 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. Self -investors use our fund research platform Investor Hub™ and free mobile applications to assess fund manager and fund performance. Advice orientated investors use our fully regulated whole of market advisory services to invest and plan efficiently.
With an increasing demand for our information and later our advice service we raised inward investment as a private company in 2017. We rebranded as Yodelar.com shortly after we launched our own FCA regulated advice firm called Yodelar Investments (Yodelar Investments Limited is authorised and regulated by the Financial Conduct Authority, no. 810056).
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.
We report to our Advice Clients every 6 months to demonstrate how the funds we recommend to them are performing in relation to all other same sector funds. We want our advice clients to know we are doing all we can to ensure they are invested as efficiently as possible.
