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Yodelar Investor Magazine - July 2019 Edition

Topic: Investor Magazine 1 August 2019

Yodelar Investor Magazine | April 2018 Edition

The latest edition of the Yodelar Investor magazine is now available to all subscribers.
Robo-Advice firm Nutmeg have now received funding of more than £116 million yet they still remain unprofitable and their portfolios have struggled to deliver competitive returns. In this edition, we review each of their portfolios and look at how they compare to the top performers.

We also feature 10 of the best North American funds in recent years and provide a performance review of Fidelity and Schroders.

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Nutmeg Review 

In this report, we analysed the performance of each fund that Nutmeg use to construct their portfolios.

We also compare the performance of all 35 of their portfolios alongside both our model portfolios and the 10 top performing portfolios managed by Yodelar investments.

Our analysis identifies that a number of funds used by Nutmeg have consistently struggled for competitive performance within their sectors, and their range of fully managed, fixed allocation, and socially responsible portfolios have all returned comparatively low growth.

10 Best North American funds

The North American sector is an important asset class that is likely to form an integral part of many mid to higher risk investment portfolios.

Over the past 10 years, U.S equities have enjoyed one of the longest bull markets in history but a difficult last quarter in 2018 led many to believe it was the end of the good times for the region. But in the first 6 months of 2019, North American funds delivered the highest growth figures of any other asset class.

The North America sector is one of the most competitive on the market, with 1,126 funds (including all available share class options) classified within the IA North America and IA North American Smaller Companies sectors. Therefore selecting the most suitable funds in this asset class for your portfolio can be difficult for both investors and advisers.

In this report, we analysed the performance of all 1,126 funds within the IA North America and IA North American Smaller Companies sectors and feature 10 funds, that have consistently outperformed their competitors.

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Fidelty review 2019

Fidelity International was established in 1969 and globally they are responsible for managing more than £317 billion for over 2.4 million clients across the Asia Pacific, Europe, the Middle East, and South America.

Since their first UK office opened in 1973 they have secured more than 1 million UK clients with many investing in Fidelity’s range of funds and investment trusts.

In this review, we analysed the recent 1, 3 & 5-year performance and sector ranking for 59 Fidelity unit trust & OEIC funds, as well as their 5 investment Trusts.

iShares review 2019

Schroders is a global asset manager with more than 5,000 employees across six continents. They are currently responsible for more than £421 billion of client money. They have extensive investment resources and currently manage a range of 71 unit trust & OEIC funds and 6 Investment Trusts which have become some of the most popular choices for UK investors.

To identify how competitive their range of funds and investment trusts are, we analysed the performance of each fund over the recent 1, 3 & 5 years alongside all other competing same sector funds.

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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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