Yodelar Investor Magazine July 2019

IN FOCUS

NUTMEG REVIEW

In this report, we analysed the performance of each fund that Nutmeg use to construct their portfolios.

We also compare the performance of all 35 of their portfolios alongside both our model portfolios and the 10 top performing portfolios managed by Yodelar investments.

Our analysis identifies that a number of funds used by Nutmeg have consistently struggled for competitive performance within their sectors, and their range of fully managed, fixed allocation, and socially responsible portfolios have all returned comparatively low growth.

Access this edition plus all premium features. Subscribe today for £1*.

ACCESS NOW FOR £1 * £1 for the first 30 days, then £10.85 per month. Cancel anytime.

IN FOCUS INCLUDES

The 1, 3 & 5-year performance and sector rank for each fund used by Nutmeg for their portfolios.
The growth and charges for all 25 Nutmeg portfolios.
Performance comparison between top-performing portfolios.

10 BEST NORTH AMERICAN FUNDS

The North America sector is one of the most competitive on the market, with 1,126 funds (including all available share class options) classified within the IA North America and IA North American Smaller Companies sectors. Therefore selecting the most suitable funds in this asset class for your portfolio can be difficult for both investors and advisers.

In this report, we analysed the performance of all 1,126 funds within the IA North America and IA North American Smaller Companies sectors and feature 10 funds, that have consistently outperformed their competitors.

FIDELITY REVIEW

Fidelity International was established in 1969 and globally they are responsible for managing more than £317 billion for over 2.4 million clients across the Asia Pacific, Europe, the Middle East, and South America.

Since their first UK office opened in 1973 they have secured more than 1 million UK clients with many investing in Fidelity’s range of funds and investment trusts.

In this review, we analysed the recent 1, 3 & 5-year performance and sector ranking for 59 Fidelity unit trust & OEIC funds, as well as their 5 investment Trusts.

SCHRODERS REVIEW

Schroders is a global asset manager with more than 5,000 employees across six continents. They are currently responsible for more than £421 billion of client money.

They have extensive investment resources and currently manage a range of 71 unit trust & OEIC funds and 6 Investment Trusts which have become some of the most popular choices for UK investors.

To identify how competitive their range of funds and investment trusts are, we analysed the performance of each fund over the recent 1, 3 & 5 years alongside all other competing same sector funds.

Monthly Top Fund Reports

Access our monthly top fund reports and fund manager league tables. Identify the funds and fund managers that consistently perform better than their peers across all investment sectors.

Top Performing Portfolios

6 risk based portfolios researched and developed by our in-house research team. Includes hand-picked funds that have consistently out performed all other same sector funds.

Fund Manager Reviews

Detailed fund information, charges, performance and ranking statistics for your favourite fund managers. Find out which fund managers are performing better producing better value for investors.

EVERY MONTH