Get started with your FREE portfolio analysis

90% plus of investors are invested in poor performing funds. Poor performing funds are funds that rank in the worst 25% of their sector.

 

Make use of our free initial portfolio analysis and identify what portion of your portfolio is invested in poor performing funds. The analysis will also compare your portfolio performance alongside a similar risk rated Yodelar portfolio.

With a portfolio analysis your portfolio receives 2 performance assessments.

 

1) Fund performance – Individual performance of each fund within your portfolio. Each fund’s performance is graded from 1 star (lowest) to 5 star (highest) based on how they rank within their sectors when compared to all other competing funds.

 

2) Portfolio performance – To assess the performance of your portfolio we compare its performance to that of a similar risk Yodelar portfolio. This analysis provides a full overview of how the balance of funds within your portfolio translates into overall portfolio performance.

Our portfolio analysis service is free to all private investors for their first analysis. A free analysis is not available to financial advisers. If you are a financial adviser and would like to make use of the Yodelar portfolio review service please contact: support@yodelar.com.

To receive an analysis, you can upload your portfolio here. All information is treated confidentially and the analysis is typically completed within 1 working day. 

You can provide your portfolio information by attaching a recent portfolio statement or alternatively by uploading a spreadsheet or a document that includes the name of the funds within your portfolio and the amount held in these funds.

All information is held in the strictest confidence under the Data Protection Act.

The only way to determine how efficient a portfolio is performing is by comparing the performance and ranking of each individual fund within a portfolio. Your analysis will compare each fund in your portfolio against all other same sector funds, and give each fund a ranking based on performance.

 

A portfolio analysis with Yodelar will identify:

 

* What proportion of your portfolio is invested in top or poor performing funds
* How a fund ranks within its sector for performance over 1, 3 & 5 years.
* Yodelar performance rating for each fund you are invested in (1 and 5 stars).
* What proportion of your portfolio is invested in 1 to 5 star rated funds.
* Portfolio growth comparison with a similar risk portfolio of top-performing funds.
* Receive an overall Portfolio Grade (between A and F).
* if your portfolio is operating efficiently or if improvements are needed

 

Our portfolio analysis service provides a clear insight into how each of your individual funds is performing while grading your entire portfolio based on its overall performance - making it easy to identify areas to improve. It is a unique service that provides investors with a panoramic view of their portfolio that helps to encourage more informed investment decisions, making it an essential resource for efficient investors. 

Even the most consistent and highest quality of funds will have periods of underperformance compared to their peers, which can impact on their sector ranking and overall rating. However, for such funds, periods of underperformance are often much less than their peers.

 

Funds with poor sector performance over 1, 3 & 5 years lack overall quality and have limited the performance of the portfolio as will likely continue to do so in the future.

Should your portfolio contain underperforming funds you may want to reconsider your fund choices or if it would be more efficient to invest in a portfolio built and managed to target and maintain top performance. (Find out more).