Portfolio Performance
Fat Prophets have endeavoured to present our past performance in a manner that is clear, concise and transparent. The methodology behind the return calculations has been formulated by one of the world's top four accountancy firms.
All recommendations (open and closed) are included when calculating performance. The hypothetical portfolio is marked to market on the last trading day of the relevant period.
| Performance Period | Fat Prophets | FTSE 350 |
|---|---|---|
| Annualised Return Since Inception (11th September 2003 to 31st December 2007) |
23.7% | 11.0% |
| 2006 Calendar Return (1st January 2007 to 31st December 2007) |
19.4% | 2.8% |
The table is updated regularly and does not take account of transaction costs. Please note past performance is not a reliable guide to future performance, and investors should be aware that returns can be negative.
DISCLAIMER
The information on this page has been prepared independently of
Important Investment Warning
This report is prepared for general information only, and as such, the specific needs, investment objectives or financial situation of any particular user have not been taken into consideration.
Please take note that there are significant risks involved when investing directly on the stock-market and it is imperative that an investor has full comprehension of their own risk profile. Individuals should therefore discuss, with their financial planner or advisor, the merits of any investment decision for their own specific circumstances, and realise that not all investments will be appropriate for all individuals.
The price of shares and investments and the income derived from them can go down as well as up, and investors may not get back the amount they invested.
Past returns are not a reliable guide to future returns, and investors should be aware that returns can be negative.