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 March 2007)
23.8% 13.2%
2006 Calendar Return
(1st January 2006 to 31st December 2006)
22.8% 13.0%

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.

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The value of your investments can go down as well as up. You may not get back all the funds you invest.

† The tax treatment of this product depends on the individual circumstances of each client and may be subject to change in the future.

Share prices can go down as well as up, which may result in you not receiving back the full amount invested.

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