The latest edition of the Yodelar Investor magazine is now available to all subscribers.
This edition of our Investor magazine features an in-depth analysis of Nick Train and his popular Lindsell Train investment funds. We also take a closer look at the implications of the big money relationship between under fire fund manager Neil Woodford and Hargreaves Lansdown.
Also featured are fund performance reviews for BlackRock, iShares and Royal London, as well as the latest top performing model portfolios and best fund reports.
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Lindsell Train Review
Lindsell Train was established in 2000 by Michael Lindsell and Nick Train and was founded on the shared investment philosophy of holding a low volume of high-quality stocks for the long term, a strategy they developed while they worked together during the early 1990s.
Today Lindsell Train manages £18.4 billion of client assets in a small range of funds that are consistently among the most purchased funds in the UK.
In this report, we analyse the performance and sector ranking of each Lindsell Train fund and identified that each of their funds have consistently returned growth over the recent 1, 3 & 5 years that was better than at least 75% of their competitors.
How Hargreaves Lansdown and Neil Woodfords big money relationship cost investors millions
Since Neil Woodford stopped customers withdrawing money from his flagship fund at the start of June 2019, investors have shunned anything associated with the UK’s highest-profile fund manager. But few have been hit harder than Hargreaves Lansdown, the country’s largest investment fund supermarket.
The company has been one of Woodford’s biggest supporters regularly recommending his funds to their £1.2 million clients, and even holding sizeable shares in them through their popular range of Multi-Manager funds.
The fallout has led to MPs demanding Hargreaves Lansdown detail the financial extent of their relationship with Woodford, asking questions as to why they continued to promote Woodford’s funds even though they have consistently been the worst performers in their sector.
In this report, we look into the fees both Hargreaves Lansdown and Neil Woodford generated through their relationship and how much investing in Woodford’s funds has cost investors.
BlackRock review 2019
In just over 30 years BlackRock has evolved from an eight-person startup to a Global giant that manages more assets than any other Investment manager. They generated more than £800 billion of net inflows this past 5 years and their total assets under management currently stand at £5.19 Trillion, which exceeds the size of Germany’s economy.
BlackRock’s rise to the largest Investment Manager in the World is remarkable, and through their range of funds, and that of their popular iShares brand, the amount of client assets they manage grew on average by £4.4 billion per week in 2018.
As a company, BlackRock have delivered huge growth, but how have their funds performed for their clients? In this report, we analyse the performance and sector ranking of 193 BlackRock funds and 726 iShares funds and identify which of their funds have performed the best and which have struggled.
iShares review 2019
When BlackRock bought over iShares the financial crisis had created an environment that helped the rise of exchange-traded funds (ETFs) and low-fee investing. In the 10 years since, iShares has established itself as the frontrunner in the ETF market, with their ever-expanding range of funds generating inflows of £133 billion in 2018 alone.
The iShares range of funds is among the most popular in the World but how have they performed for investors; and how do they compare to their competitors?
We analysed the performance and sector ranking for 726 iShares funds and identified that 52.2% have performed worse than at least half of their competitors during the recent 5 year period.
Royal London review 2019
Royal London is the largest mutual life, pensions and investment company in the UK, with Group funds under management of around £123.4 billion.
In this review we analysed the performance and sector ranking of all unit trust & OEIC funds, Life funds and Pension funds managed by Royal London Group companies.
Although a proportion of these funds have consistently been among the best performers in their sector, our report identifies that 67.1% of the 389 funds analysed have consistently underperformed compared to their peers.
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?’.