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    INVEST EFFICIENTLY

    Our balanced portfolio has achieved growth of 112.61% over the last 5 years. Let us help you achieve efficient returns.

    Information as of 31st March 2021

    5-stars@2x
    trustpilot
    ( score 9.6 out of 10)
    Risk warning: Past performance is not a guarantee of future returns. Investment values can fall as well as rise

    Why Invest With Yodelar?

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    Performance

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

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    Quality
    Our research team analyse the performance of 70,000+ investment funds every month. Ask our team for a copy of our recent analysis.
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    Cost
    Value is core to our Investment philosophy which is why our management fees are among the lowest in the UK.
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    How Yodelar Portfolios Compare

    Compare the performance of our portfolios to a selection of our competitors over the last 5 years.

    Performance Comparison
    Portfolio Performance
    5 Year portfolio performance figures
    Cautious Balanced Adventurous
    Yodelar Portfolios 68.34% 112.61% 117.80%
    Brewin Dolphin Portfolios 25.99% 36.99% 47.39%
    SJP Pension Portfolios 25.315% 39.33% 39.18%
    Hargreaves Lansdown Portfolio Plus 25.66% 41.84% 54.43%
    Quilter Investors Cirilium Portfolios 27.20% 43.78% 56.21%
    Performance figures up to 31st March 2021.

    Portfolio Performance Figures

    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 31st March 2021
    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% 13.08% 27.07% 35.67% 48.69% 56.01% 62.59% 55.00% 65.47% 105.56%
    3 Yr Growth 2.47% 13.17% 29.29% 36.86% 45.21% 53.72% 59.54% 51.90% 54.06% 93.03%
    5 Yr Growth 3.75% 24.27% 50.98% 68.34% 92.83% 112.61% 121.66% 117.80% 141.27% 219.64%
    Performance figures up to 31st March 2021.

    How Yodelar Advice Charges Compare

    Compare the initial and ongoing costs of our services to a selection of our competitors.

    Cost Comparison
    Portfolio Charges
    Based on an investment of £500,000
    Initial OCF
    Yodelar High Cautious Portfolio 1.00% 1.49%
    Brewin Dolphin Low Risk Portfolio 2.00% 2.21%
    SJP Balanced Pension Portfolio 6.00% 2.01%
    Hargreaves Lansdown Balanced Growth 0.00% 2.10%
    Quilter Investors Cirilium Balanced Portfolio 5.00% 1.90%
    Cost comparison figures correct to 31st March 2021.
    Get Started with your Yodelar Investment Plan

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    Please note: Once we receive your portfolio we will complete our analysis and make contact with you, normally within 24 hours to discuss how we can help improve your investments.

    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.
    Start Today & Analyse Your Existing Portfolio 

    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.
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    Discuss Your Needs with Our Team

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    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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    Important Information - The value of investments referred to on this website can go down as well as up and you may lose some or all the capital you invest. The information on this website is not a personal recommendation to you to invest. If you are in doubt about any investment, you should consult a FCA-authorised investment firm. Click here to book a no obligation call with our regulated advice team.

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    Risk Warning - the value of investments referred to on this website can go down as well as up and you may lose some or all the capital you invest. Unless we specifically agree otherwise, the information on this website is not a personal recommendation to you to invest. If you are in doubt about any investment, you should consult and FCA-authorised investment firm. The tax treatment of any investments depends on your personal circumstances, so you should seek professional tax advice where appropriate.

     

    Copyright © 2023 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 at 27 Old Gloucester St, London, WC1N 3AX. Yodelar Investments Limited is authorised and regulated by the Financial Conduct Authority, no. 810056.