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Grade Your Portfolio
( score 9.6 out of 10)

“Yodelar provide the most transparent investment reports I have come across as a long-term investor” Mr Freeman (York)

We analyse over 70,000 investment funds every month and compare each against all other same sector funds. We rate each fund between 1 and 5 stars based on performance criteria and performance consistency over 1, 3 & 5 year time periods. 5 Star rated funds consistently outperform more than 75% of funds within their allocated investment sector.

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“Thank you Yodelar. I am grateful for all the information and help” Mr & Mrs Bratherton (Poole)

Through Yodelar Mr & Mrs Telford identified that they were invested in funds that consistently performed lower than 75% of other same sector funds. They subsequently moved to a ‘Whole of Market’ Wealth Manager whom the Yodelar Research team had previously vetted. We help over 22,000 subscribers get better returns. All information we publish is based on factual information. Investors that use us become better informed.

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“Yodelar assessed my portfolio, identified poor performing funds. and referred me to one of their vetted investment advisers, who was excellent” Mr Telford (Leeds)

We analyse 100’s of new investment portfolios every week and find a significant proportion are using the worst performing funds in their relevant sector. Our system helps investors understand if they (or their adviser) have the necessary information to make justified fund selection. We often refer investors to a panel of advisory firms, which have been vetted by our research team, to carry out the correct research when selecting funds for clients..


“Yodelar’s example portfolios are an excellent way of training the eye on what to look for. An excellent service overall” Mr Palister (Devon)

Our model portfolios demonstrate how you can achieve much more effective returns as an investor if you educate yourself to understand which funds area poor performing and which fund managers are consistently top performing within their relevant investment sector.