Investment Advice

Performance

Our portfolios have consistently outperformed similar portfolios from competing providers over the past 1, 3 & 5 years. See table below.

Quality

Our research team analyse the performance of 70,000+ investment funds every month. Ask our team for a copy of our recent analysis.

Cost

Value is core to our Investment philosophy which is why our management fees are among the lowest in the UK.

Performance Comparison

Portfolio Performance

5 Year portfolio performance figures

Cautious	Balanced	Adventurous

Yodelar Portfolios

64.04%

71.04%

74.64%

Brewin Dolphin Portfolios

22.57%

22.73%

23.19%

SJP Pension Portfolios

17.59%

21.92%

20.60%

Hargreaves Lansdown Portfolio Plus

14.30%

24.71%

21.57%

Old Mutual Wealth Select AM Portfolios

18.45%

22.27%

26.53%

Yodelar Investments Portfolio Growth *Performance figures cumulative up to 25th May 2020
Period	Risk 1	Risk 2	Risk 3	Risk 4	Risk 5	Risk 6	Risk 7	Risk 8	Risk 9	Risk 10
1 Yr Growth	1.40%	5.50%	10.92%	11.44%	11.95%	12.90%	10.27%	10.25%	8.98%	6.72%
3 Yr Growth	2.47%	13.22%	24.39%	27.98%	31.17%	34.47%	31.46%	28.86%	30.03%	30.52%
5 Yr Growth	3.75%	27.49%	54.64%	64.04%	71.04%	79.38%	74.64%	75.22%	84.86%	88.91%

Cost Comparison

Portfolio Charges

Based on an investment of £250,000

Initial	OCF

Yodelar High Cautious Portfolio

2.00%

1.76%

Brewin Dolphin Low Risk Portfolio

2.21%

SJP Balanced Pension Portfolio

6.00%

2.05%

Hargreaves Lansdown Balanced Growth

1.86%

Old Mutual Wealth Select AM Portfolio 4

1.83%

What Is Included in Our Ongoing Service

A full analysis of your portfolio showing the ranking and performance of each fund you are invested in, as well as commentary from our Investment Committee (every 6 months).
A complete risk assessment of your portfolio, and a rebalance of the asset classes and funds to ensure your continue to invest in line with your specific risk profile (every 6 months).
A performance analysis of your previous provider portfolio to your new Yodelar Investments portfolio - demonstrating how efficiently we have helped you grow your portfolio.
You will receive complimentary access to our Investor Hub research platform (normally priced at £495 per annum), our monthly magazine, our monthly Top Funds report, and Investment Committee updates.

Our Customer Promise

Our Service Guarantee - We will help you grow your wealth efficiently using the better performing funds and fund managers, as highlighted by factual information and research
Our Price Guarantee - Where possible, we will match or beat the cost of your existing advice service while still providing an exceptionally high-level advice service.
Client Well Being Promise - through regular and positive communication, we will ensure you understand our research, recommendations and advice at all times.

Our team are here to support investors in any way we can. Whether you need regulated advice or simple access to our fund research tools, our friendly team will point you in the right direction. Book a call today and let us help you.

Rachel Brewitt Yodelar Group

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SafeGuard™ Your Investments

Free Portfolio Analysis

Investor Hub (Fund Research)

Free Investor Magazine

Financial & Investment Advice

Investor Insights

Top Funds Report

Top Performing Portfolios

Fund Manager Reviews

Tools

Customer Stories

Company

Financial Advice Firms

Education Authorities

INVEST EFFICIENTLY

Our balanced portfolio has achieved growth of 71.04% over the last 5 years. Let us help you achieve efficient returns.

Why Invest With Yodelar?

How Yodelar Portfolios Compare

Portfolio Performance Figures

How Yodelar Advice Charges Compare

What Is Included in Our Ongoing Service

Our Customer Promise

Discuss Your Needs with Our Team