As a research driven company we promote knowledge, transparency 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 Investment Committee continue to 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.