Kalkine Performance Methodology

Kalkine FTSE All-Share Performance Methodology

Recommendations under Kalkine's FTSE All-Share Portfolio (Hypothetical), started from year 2019-2020 (for instance period from February 01, 2019, till January 31, 2020), have been used for the calculations purpose.
Kalkine FTSE All-Share Product Portfolio includes AIM Equities Portfolio, Dividend Income Portfolio, Gold Portfolio, Healthcare Portfolio, Investor Portfolio, Resources Portfolio, Earnings Hunter Portfolio, Inflation Portfolio, and Dailies Report.
Our FTSE All-Share Portfolio is hypothetical, and performance figures are based on recommendations from Kalkine reports using stock prices at the date of publication.
It is also prudent to note that performance of stocks included in Kalkine FTSE All-Share Portfolio (Hypothetical) has been calculated based on their price values during the specific time period in order to give ‘as-on-date’ performance picture.
Where a stock has been recommended multiple-times, the average price is taken into consideration. We might need to provide an update on a stock several times during a year or for the length of coverage and for that reason the average BUY price is taken into consideration. Please note that stocks covered under Earnings Hunter Portfolio, average Attractive price is taken into consideration.
Performance figures quoted do not take into account transaction fees and charges. The profits or losses are hypothetical and include dividends or distribution for the length of the coverage until the recommendation is designated as closed.
All investors are advised to conduct their own independent research into individual stocks recommended by Kalkine before making a purchase decision. In addition, investors are advised that past stock performance is no guarantee of future price appreciation.
We encourage you to think of investing as a long-term pursuit.

Note: For any benchmark index return, proportional dividend yields have been taken onto account as per the information available.