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Information correct as of 1st January 2021
Our portfolios have consistently outperformed similar portfolios from competing providers over the past 1, 3 & 5 years. See table below.
Compare the performance of our portfolios to a selection of our competitors over the last 5 years.
Performance Comparison |
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Yodelar Portfolios | 73.31% | 105.48% | 133.25% | |||||
Brewin Dolphin Portfolios | 29.45% | 36.22% | 42.61% | |||||
SJP Pension Portfolios | 25.91% | 38.10% | 31.27% | |||||
Hargreaves Lansdown Portfolio Plus | 24.65% | 40.68% | 41.56% | |||||
Quilter Investors Cirilium Portfolios | 25.84% | 38.39% | 45.13% |
Below is the actual 1, 3 & 5 year growth figures of all 10 Yodelar Investments risk based portfolios
Yodelar Investments Portfolio Growth *Performance figures cumulative up to 1st January 2021 |
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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% | 5.42% | 12.82% | 15.55% | 18.11% | 21.37% | 18.54% | 19.24% | 21.46% | 49.04% |
3 Yr Growth | 2.47% | 15.64% | 30.31% | 36.00% | 41.95% | 47.55% | 44.57% | 43.95% | 46.31% | 77.83% |
5 Yr Growth | 3.75% | 28.72% | 58.93% | 73.31% | 88.80% | 105.48% | 107.61% | 114.92% | 133.25% | 204.38% |
Compare the initial and ongoing costs of our services to a selection of our competitors.
Cost Comparison |
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Yodelar High Cautious Portfolio | 1.00% | 1.49% | ||||
Brewin Dolphin Low Risk Portfolio | 2.00% | 2.21% | ||||
SJP Balanced Pension Portfolio | 6.00% | 2.05% | ||||
Hargreaves Lansdown Balanced Growth | 0.00% | 2.10% | ||||
Quilter Investors Cirilium Balanced Portfolio | 5.00% | 1.90% |
Book a call back with our team and find out how we can help you invest effiiciently
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
[fa icon="quote-right"]Telephone : 0844 798 1270
Write to Yodelar
Head Office:
130 Old Street, London,
England, EC1V 9BD
Admin centre:
Catalyst Inc, Bay Road,
Derry, BT48 7TG
Email : support@yodelar.com
Copyright © 2021 Yodelar Group Limited. Yodelar® is a registered trademark of Yodelar Group Limited no. 11245522, and Yodelar Investments Limited no. 11294578 are registered in England and Wales with a registered at 130 Old Street, London, England, EC1V 9BD. Yodelar Investments Limited is authorised and regulated by the Financial Conduct Authority, no. 810056.