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The Best Performing Funds

25 August 2020

There are approximately 3,000 investment funds available to UK investors that have received a sector classification from industry trade body the Investment Association. From these ...Read More

How To Improve Fund Choices & Increase Portfolio Performance

Topic: Investor Insights | 11 August 2020

Vanguard Review

Topic: Fund Manager Reviews | Vanguard | 29 July 2020

Baillie Gifford Review

Topic: Fund Manager Reviews | Baillie Gifford | Popular | 23 July 2020

St. James''s Place Review

Topic: Popular | St James's Place | Editors Picks | 21 July 2020

The Best Performing Investment Portfolios

Topic: Best Investment Portfolios | 1 July 2020

Our Most Popular Articles & Reviews 2020

29 October 2020

Recent reviews on St James''s Place, Baillie Gifford, Hargreaves Lansdown, our Top Performing Funds Report and the Worst Performing Fund Manager Report represent our most popular 2020 investor insights.

The Best Funds Report

Topic: Best Performing Funds | 13 October 2020

The Best Investment Trusts For Growth

Topic: Investment Trusts | 25 September 2020

Liontrust Review

Topic: Fund Manager Reviews | 11 September 2020

Fundsmith Review

Topic: Fund Manager Reviews | Fundsmith | 27 August 2020

Dear Matthew,

Enclosed is a complimentary copy of the recent Yodelar Investor Magazine. Included in this months edition:

Updated Best Performing Funds Report
Updated Fund Manager Performance League Table
Vanguard Fund Review (updated from April 2019)
Latest St James''s Place review (updated from October 2019)
Latest Baillie Gifford Review (updated from June 2019)

Click Here To Download The July 2020 Yodelar Investor Magazine

Magazine not opening?

If you are having issues viewing our magazine please email our customer support team support@yodelar.com for help.

Kind regards

Investor Success Team

The Best Performing Investment Portfolios

1 July 2020

Simple risk based portfolios promoted by the large fund supermarkets have grown in popularity over recent years. However many perform poorly without consumer knowledge.
The Hargreaves Lansdown portfolio + range of growth portfolios ...Read More

Hargreaves Lansdown Wealth 50 Review

Topic: Fund Manager Reviews | Hargreaves Lansdown | 21 May 2020

Coronavirus & Investing: Why Waiting & Doing Nothing Could Cost Investors

Topic: Editors Picks | Coronavirus | 16 April 2020

Coronavirus Impact on Investment Portfolios

Topic: Popular | Coronavirus | 14 April 2020

The Aftermath of Coronavirus: The Best Funds For Growth & Recovery

Topic: Coronavirus | 8 April 2020

The Cost of Coronavirus For Fund Management Firms

Topic: Coronavirus | 6 April 2020

The Best Investment Trusts For Growth

25 September 2020

Investment trusts were relatively unheard of several years ago but as their reputation for delivering high returns grew, so too did their popularity. The upsurge in demand has reached record levels, and in 2020 the total assets under the ...Read More

Liontrust Review

Topic: Fund Manager Reviews | 11 September 2020

Fundsmith Review

Topic: Fund Manager Reviews | Fundsmith | 27 August 2020

The Best Performing Funds

Topic: Best Performing Funds | 25 August 2020

How To Improve Fund Choices & Increase Portfolio Performance

Topic: Investor Insights | 11 August 2020

Morning Matthew

Hope you are well. Below is a link to our latest magazine (which includes our latest top funds report). In this edition you will see a review on Fisher Investments (UK) and Legal & General.

There is a great piece included "The Blueprint to Becoming an Efficient Investor", particularly relevant to self investors or those that do not rebalance or manage risk effectively.

Click Here to Download Your Copy

P.S. If you would like to discuss our fully regulated Independent Financial Advice Service, click here to online chat with the team.

Kind regards

Sean Deery
Senior Client Executive

w. www.yodelar.comT
T: +44 (0) 844 798 1270
E: sean.deery@yodelar.com

This e-mail and any attachments to it (the "Communication") is, unless otherwise stated, confidential, may contain copyright material and is for the use only of the intended recipient. If you receive the Communication in error, please notify the sender immediately by return e-mail, delete the Communication and the return e-mail, and do not read, copy, retransmit or otherwise deal with it. Yodelar Group Limited does not accept liability in connection with the integrity of or errors in the Communication, computer virus, data corruption, interference or delay arising from or in respect of the Communication.

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St. James''s Place Review

21 July 2020

High charges and poor performance from St. James''s Place Wealth Management.
Over 50% of SJP funds rank in the worst 25% of their sector over the last 5 years.

The Best Investment Trusts For Growth

Topic: Investment Trusts | 25 September 2020

Liontrust Review

Topic: Fund Manager Reviews | 11 September 2020

Fundsmith Review

Topic: Fund Manager Reviews | Fundsmith | 27 August 2020

The Best Performing Funds

Topic: Best Performing Funds | 25 August 2020

Dear Matthew,

Enclosed is a complimentary copy of the September Yodelar Investor Magazine. Included in this months edition:

Fundsmith Fund Review
Best Performing Investment Funds Report
Updated Fund Manager Performance League Table
Liontrust Fund review

Click Here To Download The September 2020 Yodelar Investor Magazine

IMPORTANT: During the COVID19 pandemic we sent our investor magazine to all recipients in our database. From next month onwards, we will be reverting distribution of our Investor magazine to advice clients and subscribers to Investor Hub only.

Should you wish to discuss our services please get in-touch with our team, or chat online at www.yodelar.com

Magazine not opening? If you are having issues viewing our magazine please email our customer support team support@yodelar.com for help.

Kind regards

Investor Success Team

www.yodelar.com

.emailview .emailview

Fundsmith Review

27 August 2020

The Fundsmith Equity fund is the largest fund in the UK with over ?20 billion of investor assets under management.
An investment of ?10,000 in the Fundsmith Equity fund when it launched in November 2010 would be valued at ?50,866 on 31st ...Read More

The Best Performing Funds

Topic: Best Performing Funds | 25 August 2020

How To Improve Fund Choices & Increase Portfolio Performance

Topic: Investor Insights | 11 August 2020

Vanguard Review

Topic: Fund Manager Reviews | Vanguard | 29 July 2020

Baillie Gifford Review

Topic: Fund Manager Reviews | Baillie Gifford | Popular | 23 July 2020

St. James''s Place Review

Topic: Popular | St James's Place | Editors Picks | 21 July 2020

The Benefits of A Portfolio Analysis

22 September 2020

An investment portfolio has control over a large proportion of assets, often for a lengthy period of time. It is a significant financial commitment, yet many investors are unaware that the funds in which they entrust their money are often of low-quality, and ...Read More

Liontrust Review

Topic: Fund Manager Reviews | 11 September 2020

Fundsmith Review

Topic: Fund Manager Reviews | Fundsmith | 27 August 2020

The Best Performing Funds

Topic: Best Performing Funds | 25 August 2020

How To Improve Fund Choices & Increase Portfolio Performance

Topic: Investor Insights | 11 August 2020

Vanguard Review

Topic: Fund Manager Reviews | Vanguard | 29 July 2020

The Importance of Portfolio Diversification

17 November 2020

In the pursuit of growth, an increasing proportion of investors have become over-reliant on the success of one asset class. Over the past few years, North American equities have been the highest growth asset class with the funds within the Investment ...Read More

Fisher Investments Review

Topic: Fund Manager Reviews | Editors Picks | Fisher Investments | 11 November 2020

Our Most Popular Articles & Reviews 2020

Topic: Popular | 29 October 2020

The Best Funds Report

Topic: Popular | Best Performing Funds | 13 October 2020

The Best Investment Trusts For Growth

Topic: Investment Trusts | 25 September 2020

Why Ethical Investing Can Increase Portfolio Growth

10 December 2020

27.69% of ethical funds have consistently ranked in the top quartile (top 25% of their sector). In contrast, just 10% of all unit trust funds have achieved this.
Some of the highest growth funds in recent years are ethical themed ...Read More

The Blueprint To Becoming An Efficient Investor

Topic: Best Investment Portfolios | 1 December 2020

Legal and General Review

Topic: Fund Manager Reviews | Legal & General | 19 November 2020

The Importance of Portfolio Diversification

Topic: Asset Allocation | 17 November 2020

Fisher Investments Review

Topic: Fund Manager Reviews | Editors Picks | Fisher Investments | 11 November 2020

Our Most Popular Articles & Reviews 2020

Topic: Popular | 29 October 2020

Vanguard Review

29 July 2020

Over the recent 1-year period Vanguard LifeStrategy 20% Equity fund outperformed 97% of its peers with 12 month returns of 6.67% in the 12-month period up to 25th May 2020
As identified in this report, almost 30% of ...Read More

Baillie Gifford Review

Topic: Fund Manager Reviews | Baillie Gifford | Popular | 23 July 2020

St. James''s Place Review

Topic: Popular | St James's Place | Editors Picks | 21 July 2020

The Best Performing Investment Portfolios

Topic: Best Investment Portfolios | 1 July 2020

Hargreaves Lansdown Wealth 50 Review

Topic: Fund Manager Reviews | Hargreaves Lansdown | 21 May 2020

Coronavirus & Investing: Why Waiting & Doing Nothing Could Cost Investors

Topic: Editors Picks | Coronavirus | 16 April 2020

Baillie Gifford Review

23 July 2020

56.8% of Baillie Gifford funds have consistently ranked among the best in their sector over the recent 1, 3 & 5 years.
The Baillie Gifford North American returned growth of 248.25% over the last 5 years, which was the largest of all 118 ...Read More

St. James''s Place Review

Topic: St James's Place | Editors Picks | 21 July 2020

The Best Performing Investment Portfolios

Topic: Best Investment Portfolios | 1 July 2020

Hargreaves Lansdown Wealth 50 Review

Topic: Fund Manager Reviews | Hargreaves Lansdown | 21 May 2020

Coronavirus & Investing: Why Waiting & Doing Nothing Could Cost Investors

Topic: Editors Picks | Coronavirus | 16 April 2020

Coronavirus Impact on Investment Portfolios

Topic: Popular | Coronavirus | 14 April 2020

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