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The Best & Worst Performing Funds of 2018

For this report, we analysed the performance of more than 3400 unit trust & OEIC funds and identify the 5 best funds with the highest returns in 2018, and we also feature 5 funds that have performed the worst.
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Report Includes
  • The 5 best performing funds of 2018
  • The 5 worst performing funds of 2018
  • The growth and sector ranking for each fund in 2018
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The Best & Worst Performing Fund Managers 2018

We look back on the performance of more than 100 fund management firms and rate each based on the proportion of funds under their management that has done better than their competitors in 2018.
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The Best & Worst Performing Fund Managers of 2018
  • 5 fund management firms that have delivered the best performance from their funds in 2018
  • 5 Fund management firms that have underperformed compared to their peers
  • See the performance and ranking for each of the featured fund manager and their funds.

Fund Manager League Table | December 2018

For our league table, we carried out an extensive performance analysis of the unit trust & OEIC funds that are managed by 95 Investment management firms.  Each fund manager has been ranked based on the percentage of funds they manage that have received a 4 or 5-star Yodelar performance rating. Find out which fund managers have ranked the best.

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  • Performance ranking of 95 fund management firms
  • Find out which fund managers have the best performing funds
  • Identify the fund managers that have underperformed
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10 Best Performing Funds 2017

This report identifies 10 funds that returned some of the highest growth in their sectors in 2017. Each of the 10 funds in this report has also consistently been among the best performing funds in their sectors over the recent 1, 3 & 5-years. Find out how their performance during this period compared to all other funds in their sectors.
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ANALYSIS INCLUDES
  • The performance rating for each of the 10 funds (1-5 star)
  • The growth of each fund along with their sector ranking (1,3 & 5 yrs)
  • Comprehensive performance analysis for all 10 best performing funds

The Best Performing Funds Over 10 Years

Long-term consistency is an essential element of a successful investment portfolio. The 10 funds included in this report have factually been among the most consistent, and best performing funds available to UK investors over the past 10 years. Each of these funds has continually outperformed both their sector average and their performance benchmark.
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REPORT INCLUDES
  • 10 Funds that have consistently outperformed their peers
  • The 1, 3 & 5-year growth and sector ranking for each fund
  • The average growth returns by competing same sector funds

 

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The Best Performing Funds To Suit Your Risk Profile

With the rise of Multi-Asset funds, more investors are choosing to invest in funds that have a global mandate and match their specific risk profile. In this feature, we analysed more than 400 risk profiled funds and list the 15 best performing risk profiled funds for Cautious, Balanced & Adventurous investors.
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REPORT INCLUDES
  • 5 of the best performing funds for Cautious - Balanced & Adventurous investors 
  • The 1, 3 & 5-year growth and sector ranking for each fund
  • An overall performance rating between 1-5 stars

Two Top Performing Funds Investors Love

With combined funds under management exceeding £22 billion the Fundsmtih Equity fund and the Lindsell Train UK Equity fund are among the most heavily invested funds in the UK. In this report, we analyse the performance of these 2 funds alongside their sector peers and we also look at how much investing in these funds would have returned.
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THIS REPORT IDENTIFIES
  • The 1, 3 & 5-year growth and sector ranking for both funds.
  • The average sector growth of their peers
  • How much a 5-year investment in these funds would have returned
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How To Have A Top Performing Portfolio

Less than 8% of funds have consistently maintained top quartile sector performance over the recent 1, 3 & 5 -years. Therefore, a significant proportion of investors have portfolios that contain underperforming funds. In this article, we look at the importance of asset allocation and fund selection and how the right mix can create a top performing portfolio.
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WHAT TO EXPECT
  • The 1, 3 & 5-year growth for each Yodelar model portfolio
  • How asset allocation and regular rebalancing can add value to your portfolio
  • How to ensure you are only invested in the best performing funds.

Top Performing ISA Funds 2017

This report identifies 10 Top performing ISA Funds from an analysis of more than 2,000 funds. Each of the 10 best funds included in this analysis have consistently outperformed at least 75% of their peers over a 1, 3 & 5-year period. Find out which funds have been the best performing ISA funds.

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WHAT'S IN THIS REPORT
  • 10 ISA funds that have consistently outperformed at least 75% of their peers
  • The 1, 3 & 5-year growth of each fund and their sector average 
  • The sector ranking and the overall performance rating of each fund
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Best ISA Funds 2018

Discover the best ISA funds and find out how to build the most efficient ISA portfolio. This report details 15 investment funds, ETFs, and investment trusts that have consistently been among the best performing funds in their relevant investment sectors.

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REPORT INCLUDES
  • The top-performing ISA eligible ETFs, Trusts and funds in 2018
  • The growth and sector ranking of each fund
  • Performance rating of each fund between 1 and 5-stars

5 Best Pension Funds

There are more than 7800 pension funds in the pension universe. Less than 8% of these funds consistently performed better than at least 75% of same sector funds over the recent 1, 3 & 5-years. In this report, we feature 5 pension funds that have excelled and have continually been among the very best funds in their sectors. 

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REPORT INCLUDES
  • 5 pension funds that consistently performed in the top 25% of their sector
  • The 1, 3 & 5-year growth and sector ranking for each fund
  • The sector averages and overall performance rating for each fund
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10 Top Performing Investment Trusts

This report features the 10 top performing Investment Trusts which were selected from a performance analysis of over 500 Investment Trusts. Each of the 10 investment trusts featured in this report have consistently been among the best Investment Trusts for growth over the recent 1, 3 & 5-years. 

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WHATS INCLUDED
  • 10 Investment Trusts that have consistently returned high growth
  • The fund managers with the top performing investment Trusts 
  • The investment focus and growth of each investment Trust

The 10 Best Performing ETFs

This report features 10 Exchange Traded Funds (ETFs) that have consistently outperformed their peers by returning cumulative growth over the past 1, 3 & 5-years that was better than at least three-quarters of other ETFs in the same sector. Find out which top performing ETFs feature in this report.

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FIND OUT
  • 10 ETFs that consistently perform in the top 25% of their sector
  • Find out the 1, 3 & 5-year growth and sector ranking for each of the 10 best performing ETFs
  • Find out which fund managers have the top performing ETFs.
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10 Top Performing Active Funds

The debate as to which are better - actively managed or passive funds continues to divide opinion. However, in this article, we feature 10 actively managed funds that have continually delivered growth that exceeded that of their passive counterparts. Each of the 10 funds have consistently delivered comparatively high returns for investors, which also showcases the quality of their fund managers.
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WHAT TO EXPECT
  • Identify some of the best active fund managers
  • Find out the performance and sector ranking for some of the best performing active funds
  • See how each of the featured fund's growth compares to that of their peers
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The Best Performing Fund Managers

This report was compiled from a comprehensive performance analysis of more than 100 fund managers and 7,000 funds. Each fund manager was provided with a positional rank based on the performance of the funds under their management. Find out which fund managers performed the best.

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REPORT FINDINGS
  • 31% of fund managers do not have any consistently top performing funds
  • Independent fund managers had the most top performing funds
  • Baillie Gifford ranked 1st with the highest percentage of top performing funds 
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The Investment Sectors With The Highest Growth In 2018

In the pursuit of investment returns we must find the right balance between risk and reward. A large factor in how successful our investments are is a result of the investment sectors we invest in and what proportion of our portfolios we allocate to each particular sector. In this report, we detail the performance of each IA investment sector and identify which sectors have returned the highest or lowest growth this year.

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WHATS INCLUDED
  • The average growth of each IA sector up to 1st October 2018
  • The average growth of each IA sector up to 1st October 2017
  • Identify which sectors have the highest or lowest growth

The Best Performing Funds In 2018

Despite the challenges faced by many markets over the past year, a number of fund managers have been able to maintain a level of performance significantly greater than their peers. To help identify the funds that have excelled within their sectors this year we analysed the performance of more than 20,000 funds spread across 35 investment sectors. In this report, we identify the funds that have ranked 1st in their sector over the recent year.

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WHAT YOU'LL DISCOVER
  • See which funds returned the highest growth in their sectors this past year
  • Find out the growth of the 10 best funds
  • Compare your fund performance to the best in their sectors
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Top Performing Portfolios

Compare Your Portfolio To A Top Performing Portfolio

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, and much more 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
    Yodelar Investor Magazine
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    Get a Free analysis of your Portfolio

    Submit your portfolio for a complimentary analysis. Our new business team will analyse each fund you invest in, and identify how they rank for performance alongside all other competing same sector funds. Get a comprehensive quality review of your overall 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