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WELCOME TO YODELAR FUND RESEARCH

Find out which fund managers and brands are consistently top-performing within their investment sector, geographical area, or asset class. Yodelar Fund Research empowers investors with independent, relevant and factual information, assisting them to make informed choices. 

Grade your portfolio and compare the performance of your portfolio to a portfolio of consistently top-performing funds that match your risk profile. Add your funds and review the performance of your existing portfolio, or evaluate the recommendations provided by your existing or new adviser.

Identify which fund managers consistently outperform other fund managers within their relevant sectors.

Yodelar Fund Research will help you as an investor focus on accurate performance information, assisting at the point of fund selection as well as the ongoing monitoring of your investments.

Book a demo with our team and let us show you how you can benefit from Yodelar Fund Research.

 

Book a Demo

**Discuss your needs with a member of our team
and get 7 days free access to Yodelar**

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1. Fund Search

Search over 70,000 investment funds and share classes across multiple fund universes. Access updated ranking and performance information on all funds across all investment sectors

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ANALYSIS INCLUDES
  • Detailed Fund rating (1-5 star)
  • Overall Portfolio Analysis (1,3 & 5 yrs)
  • Top Portfolio Comparison

2. Your Portfolio Analysis

Add your portfolio of funds and get instant performance and ranking information on your existing pension and investment portfolio. Get an up to date analysis of your portfolio every month.

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REPORTS INCLUDE
  • Details 1,3 & 5 yr Performance of each fund
  • Fund Ranking of each fund within sector
  • 1-5 star performance rating applied to each
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3. Top Fund Filters

Search investment sectors or asset classes and quickly filter 4 and 5 star funds to see which funds and fund managers are consistently top performing within their relevant class.

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PORTFOLIO REPORT INCLUDES
  • 8 portfolio’s for different risk profiles
  • Exact fund names and percentage invested in each
  • Past growth of up to 115% over 5 years

4. Fund Manager Reviews

Search funds at fund manager level, and access the individual fund performance and ranking information for individual funds, as well as an overall performance analysis for the entire manager.

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REVIEWS INCLUDE
  • Analyse the fund performance of your fund manager
  • Performance and sector ratings over 1,3 & 5 yrs periods.
  • Identify their top, mediocre & Poor performing funds
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5. Investor Magazine Editions

Access recent and past Investor Magazines containing in-depth articles, fund manager reviews, top fund tables, fund manager league tables and much more.

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INCLUDES
  • Fund manager league tables & fund manager reviews
  • Fund performance tables on all funds
  • 1-5 star performance rating applied to each fund according to sector
INTRODUCING

Yodelar Investment Services

With quality advice you can Invest in funds that consistently rank in the top 25% of their sector, Discuss your needs with our expert advice team and receive a complete recommendation report.

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Get started **Yodelar Investments are authorised and regulated by the Finanical Conduct Authority**
INVESTMENT & PENSION ADVICE
  • Receive a no obligation investment and pension review
  • Receive a complete recommendatiion report
  • Recieve a detailed pre and post retirement cash flow plan
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