Past Performance

Kalkine FTSE All-Share Performance – United Kingdom

Fast-track guide to how our FTSE All-Share portfolio performed during 2020-2021

  • Below we present the performance for stocks included in Kalkine’s FTSE All-Share portfolio for the year 2020-2021 starting from February 03, 2020 till January 29, 2021.
  • Our performance figures are hypothetical and based on recommendations and respective dailies using stock prices at the date of publication. The performance has been verified by an independent accounting firm. More details on the methodology can be obtained from the 'Performance Methodology' section that gives a snippet of approach used for calculating the performance.
  • 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.


*Performance from February 03, 2020 to January 29, 2021.

 *Benchmark total return includes benchmark price return plus dividend yield. 

Kalkine FTSE AIM All-Share Performance – United Kingdom

Fast-track guide to how our FTSE AIM All-Share portfolio performed during 2020-2021

  • Below we present the performance for stocks included in Kalkine’s FTSE AIM All-Share portfolio for the year 2020-2021 starting from February 03, 2020 till January 29, 2021.
  • The Alternative Investment Market (AIM) was launched on June 19, 1995 and replaced its predecessor, the Unlisted Securities Market (USM). Since 1995, over 3,865 companies have raised more than £115 billion on AIM. The FTSE AIM All-Share index includes around 1,029 Companies.
  • Investing in AIM listed shares can offer higher returns and clients with high- risk appetite usually invest in such stocks. These shares offer unprecedented growth opportunities as small companies may turn into multi-bagger once their business model is proven/operational or product development & monetisation is attained in due course.
  • Such shares are considered as highly risky investments due to illiquidity, limited public information availability, higher bid-ask spreads, unsystematic business growth rate trajectory, management quality concerns, prone to price manipulations, regulatory scrutiny, among others.
  • Our performance figures are hypothetical and based on recommendations and respective dailies using stock prices at the date of publication. The performance has been verified by an independent accounting firm. More details on the methodology can be obtained from the 'Performance Methodology' section that gives a snippet of approach used for calculating the performance.
  • 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.



*Performance from February 03, 2020 to January 29, 2021.

*Benchmark total return includes benchmark price return plus dividend yield. 

Kalkine Product Portfolio Performance- United Kingdom

Fast-track guide to how our product portfolio performed during 2020-2021

  • Below, we present our product portfolio performance for the year 2020-2021, starting from February 3, 2020, till January 29, 2021.
  • Our performance figures are hypothetical and based on recommendations and respective prices mentioned in the report. The product portfolio mentioned here is part of the Kalkine FTSE All Share portfolio & Kalkine FTSE AIM All Share portfolio, the performance of which has been verified by an independent accounting firm. More details on the methodology can be obtained from the 'Performance Methodology' section that gives a snippet of the approach used for calculating the performance.
  • 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.

*Performance from February 03, 2020, to January 29, 2021.

*Performance from February 03, 2020, to January 29, 2021.

*Performance from February 03, 2020, to January 29, 2021.

*Performance from February 03, 2020, to January 29, 2021.

*Performance from February 03, 2020, to January 29, 2021.

*Performance from February 03, 2020, to January 29, 2021.

Kalkine Global Green Energy Portfolio

Fast track guide to how we performed over the last one year:-

  • Below we present performance for stocks included in Kalkine’s Global Green Energy Portfolio (Hypothetical) for year 2021 (2nd Dec 2020 – 1st Dec 2021). Typically, Kalkine’s Global Green Energy Portfolio for one year represents hypothetical portfolio and it consists of globally listed stocks (Australia, US, Canada, UK, and New Zealand) with decent fundamentals from renewable energy space such as wind, solar, hydro, and geothermal producers, independent power producers, natural gas providers, equipment manufacturers, and service providers etc.
  • Dividend Yield for the Benchmark Index is assumed to be in-line with the yield provided as per the portfolio stocks during the said period.
  • Our Portfolio is hypothetical, and our performance figures are based on recommendations from Kalkine Reports (such Global Green Energy Reports and respective daily reports) using stock prices at the date of publication. The performance has been verified by an independent accounting firm.

 

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