Since 2014, Yodelar has been empowering investors with unbiased, accurate investment information that has assisted investors to make more informed investment decisions.
Through continuous research and investor focused reports Yodelar has been an essential resource for more than 30,000 investors who seek clarity on the performance of their existing or potential investment funds.
Starved of useful information in the traditionally complex investment market, investors find great value in our easy to understand fund manager and fund performance reports.
As part of our continuous strive to champion investor needs, the new Yodelar dashboard gives investors the information edge needed to assess or research fund selection efficiently.
Whether grading an existing portfolio, identifying top funds in a particular sector, or assessing the entire list of funds managed by any particular fund manager brand, the new Yodelar Dashboard cuts hours of research down into instant clarity.
Easy To Use Features Every Investor Needs!
Each new feature has been developed and created to add more value to investors who seek to invest as efficiently as possible.
At the click of a button you will have access to unique and valuable features that include:
• An instant analysis that grades your investment portfolio from A to F based on the performance, ranking, weighting and volatility of each fund.
• A fund manager league table that lists from 1st to last the fund managers that have the most top performing funds.
• Fund search tool that enables you to search the performance and sector ranking for more than 70,000 funds.
• Top funds filter makes it easy to identify the best performing funds across different sectors and investment universes.
How Efficient Is Your Portfolio?
• How competitive are your portfolio returns?
• Do you feel you are investing as efficiently as possible?
• Are you confident in the quality of your fund choices or the fund recommendations from your adviser?
There are many questions relating to your investments that up until now have been difficult to answer. Our unique portfolio grading function answers all these questions, and more, instantly!
Our new portfolio analysis feature also provides a clear insight into how each of your individual funds are performing while grading your entire portfolio based on its overall performance - making it easy to identify weak points or areas for potential improvement.
There are many questions relating to your investments that up until now have been difficult to answer. Our unique portfolio grading function answers all these questions, and more, instantly!
Our new portfolio analysis feature also provides a clear insight into how each of your individual funds are performing while grading your entire portfolio based on its overall performance - making it easy to identify weak points or areas for potential improvement.
Dashboard Grading
Keep track of your portfolio’s performance
Each month we automatically reassess your portfolio performance allowing you to continually keep track of each fund and see how they continue to rank compared to their peers.
Make changes to your portfolio?
If you or your adviser change your portfolio composition, such as: amending fund selection or the amount invested in each fund, your portfolio analysis will automatically take this into account and instantly revise performance and grading results to reflect any changes, ensuring accuracy while allowing you to track how changes impact your portfolio's performance.
Find Out What Proportion of Your Portfolio is Invested in 1 to 5 Star Rated Funds.
Investing is a competitive business, with the vast majority of investors unsure of the how their funds rank. Within each sector, there are similar funds that compete alongside each other for your capital, yet a small proportion consistently ranks in the top quartile (25%) within their sector outperforming at least 75% of their peers. With thousands of funds and hundreds of investment sectors to choose from, finding the best performing options has always been difficult.
Access All Top Performing Funds In One Click
Our new top fund filters enable you to identify all the top performing funds by sector or universe at the click of a button. Quickly determine which funds and fund managers factually perform the best. This unique feature is of significant value to investors or financial advisers looking to build and maintain a portfolio of top performing funds suitable to their risk profile / asset allocation model.
Find Out Which Fund Managers Perform The Best
Yodelar is completely independent of funding manager brands. We provide unbiased performance information. Access our new fund manager league table, which provides a quick insight into the overall performance of over 100 fund managers.
Review The Performance Of Any Fund Manager
• Are your investments managed by one fund management firm such as St. James’s Place?
• Are you thinking about investing in a ready-made portfolio such as the Hargreaves Lansdown’s portfolio plus?
• Has your adviser recommended a particular investment firm?
• Or perhaps you invest in several funds managed by the same firm?
With more than 70,000 funds available and over 100 fund manager brands to choose from, the significant majority of investments are placed with a relatively small proportion of fund managers, but are these favoured fund managers performing better than the rest?
Our fund manager review feature provides an instant and comprehensive performance analysis for each fund manager and their entire range of their funds.
