Get a free detailed performance analysis of your portfolio (24 hour service) - 100% free.
Access our complete suite of fund research tools. Free for 7 days.
Includes our top funds report, fund manager reviews & fund manager league table.
Analyse the performance and ranking of your own funds, and identify if you are using the best performing funds available.
Ensure you are investing efficiently with the best information:
Book a no obligation call with our advice team and find out more about our performance and charges and how we can help you invest more efficiently.
Investor hub is an independent fund research platform for investors who want to ensure they are investing in consistently top quartile funds.
Its investor focused features will allow you to independently monitor your portfolio performance, assess fund managers and identify the best performing funds and fund managers. For investors who manage their own investments, investor hub is a unique resource that provides a comprehensive performance overview and assists investors in making decisions based on facts.
Yes, Investor Hub adds an additional layer of protection by allowing you to assess the quality of the funds they have been advised to invest in. You will be able to assess the quality of the portfolio you are have been advised in, and hold your adviser accountable on quality.
Yes, there are numerous filters on Investor hub that allow users to tailor the results they see. With the ‘Advanced Fund Search’ function you can define the results based on sector, fund management group, fund type i.e pension funds, unit trust funds etc. Also, the top funds filter allows you to filter funds based on their overall star rating. Should you wish to view 4 & 5 start funds only in one sector, you can filter accordingly.
In addition to our fund manager research feature InvestorHub also contains our ‘Manager League Table’ which helps to identify which fund managers have consistently outperformed their competitors. The manager league table lists fund management firms from 1st to last based on the proportion of funds under their management that have consistently outperformed their peers and received a 4 and 5 star performance rating.
* Find out which fund management brand has the most top performing funds under their management
*Identify the fund management brands with the highest proportion of underperforming funds under their management
* View the ranking of each fund manager based on the performance of their funds
The portfolio analysis feature of Investor Hub is set up for one portfolio. But we do not limit the number of accounts users can have and for each account a 7 day free trial would apply.
Chat with our online team, or book a call with our client services team to discuss your options. We have different levels of service available and we also offer a number of free services you may wish to avail of.
Telephone : 0844 798 1270
Write to Yodelar
Head Office:
27 Old Gloucester St, London
England, WC1N 3AX
Admin centre:
Catalyst Inc, Bay Road,
Derry, BT48 7TG
Email : support@yodelar.com
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 a 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 © 2022 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, England, WC1N 3AX. Yodelar Investments Limited is authorised and regulated by the Financial Conduct Authority, no. 810056.