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Yodelar Investor Magazine - April 2019 Edition

Topic: Investor Magazine 30 April 2019

Yodelar Investor Magazine | April 2018 Edition

The latest edition of the Yodelar Investor magazine is now available to all subscribers.

In this edition we review the performance of Neil Woodford and his funds. With his funds languishing at the bottom of their sector for performance we identify some top performing alternatives to Woodford's floundering funds.

We also include a compressed list of 50 funds that have consistently ranked as top performing funds within their particular sector representing themselves as some of the best investment buys for 2019.

Also featured are fund performance reviews for Vanguard and 7IM, as well as the latest top performing model portfolios and best fund reports.

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Neil Woodford Review

Neil Woodford became the pied piper of the investment management industry as investors flocked to his industry as investors flocked to his funds and asset management firms sought to buy his services.

At one time Mr Woodford could do no wrong, yet a tumultuous few years has seen his star dim to a flicker. His battered funds languish near the foot of their sectors for growth, and with no sign of improvement even his most ardent supporters are beginning to question his strategies as investors jump ship in their masses.

In this article we analysis factually how his funds have performed and how the future looks for Neil Woodford? 

The best performing funds 2019

One of the biggest dilemmas faced by investors is fund selection, specifically how to identify and choose the most suitable funds to invest in. This problem is compounded by the sheer volume of investment options available. The Investment Association, who are the trade body that represents and promotes UK investment managers lists a total of 3,504 available investment funds with combined assets under management exceeding £1.17 trillion. With such a myriad of options available how can investors and advisers identify the good from the bad and find the best funds for their portfolios?

In this report, we detail an efficient processes used by some the UKs top investment advisers to filter through the maze of options to find the best funds.

Also included is a compressed list of 50 funds that have consistently ranked as top performing funds within their particular sector representing themselves as some of the best investment buys for 2019.

How Woodford's funds compare to their rivals

Investor confidence in Neil Woodford and his strategies is at an all-time low. Frustrated by negative returns and with no sign of imminent improvement, investors have lost patience and withdrawn billions from his funds.

Finding the best performing alternatives to Woodford's funds. In this report, we feature 20 funds that compete alongside the LF Woodford Equity Income fund and LF Woodford Income Focus fund but have consistently delivered better returns and rank among the very best in their sectors for performance.

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Vanguard fund review 2019

Vanguard is synonymous with low-cost investing, but what about fund performance? In this report, we analysed the performance of all 70 funds available to UK investors. These funds are a mixture of unit trusts, ETFs, Target Retirement and LifeStrategy funds and all but 9 are passive index tracker funds.

Our analysis found that 55.7% of their funds performed better than the majority of their sector peers with 21.4% ranking among the top performers within their respective sectors over the recent 1, 3 & 5-years.

7IM fund review 2019

In this report, we analysed the recent 1, 3 & 5-year growth and sector ranking for each 7IM fund and based on their sector performance; each fund was provided with an overall rating between 1 and 5-stars.

Our analysis rated 67.8% of 7IM funds with a poor 1 or 2-star performance rating as during the periods analysed, they delivered returns that were worse than at least half of their competitors.


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Sector statistics: The top growth sectors over 1, 3 & 6 months and 1, 3 & 5 years

Find out the average growth returned by each investment sector over different time periods and discover which sectors have returned the highest average growth.

Sector statistics: Sector popularity insights

Find out which investment sectors have been the most popular among UK investors, and which sectors have proven the most popular with investors and which sectors investors have been moving their money out of.

Retail sales & funds under management

Find out which investment sectors and asset classes have been the most popular among UK investors over the past 13 months.


Best performing investment funds.

Access the latest top fund reports which identifies the performance, sector ranking and overall rating of all 3,000 plus unit trust & OEIC funds available to UK investors. 

6 model top performing portfolios.

See the growth returned by our 6 top performing model portfolios comprised of consistently top performing funds which follows the asset allocation model highlighted by consumer watchdog ‘Which?’.

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