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Grade Your Portfolio
( score 9.6 out of 10)

Yodelar assessed my portfolio and highlighted funds that were in the worst 25% of their sector. Managing this myself was not an option. They referred me to one of their vetted investment advisers, who is excellent” Mr Telford (Leeds)

We analyse 100’s of new investment portfolios every week and find a large proportion are using funds that are in the worst 25% of performers within their relevant sector. Our system helps investors understand if they (or their adviser) have the necessary information to make justified fund selection. We often refer investors to a panel of advice firms that have all been vetted by our research team to carry out the correct research when selecting funds for clients.


Yodelar Investor Magazine

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  • Fund manager league tables & fund manager reviews
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  • 1-5 star performance rating applied to each fund according to sector