PastPerformance

Kalkine FTSE AIM All-Share Performance – United Kingdom

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

• Below we present the performance for stocks included in Kalkine’s FTSE AIM All-Share portfolio for the year starting from 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.

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.

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.

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.

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.

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.

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.

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) and year 2022 (2nd Dec 2021-1st Dec 2022). Typically, Kalkine’s Global Green Energy Portfolio 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.

Kalkine Global Fully Charged Portfolio

Performance of Kalkine's Global Fully Charged over the time frame

• Below we present performance for stocks included in Kalkine’s Global Fully Charged Portfolio (Hypothetical) for year 2021 (23rd Feb 2021 – 1st Dec 2021) and year 2022 (2nd Dec 2021-1st Dec 2022). Typically, Kalkine’s Global Fully Charged Portfolio represents hypothetical portfolio  represents hypothetical portfolio and it consists of globally listed stocks (Australia, US, New Zealand etc.) with decent fundamentals from the battery-cell and auto manufacturers, chemical businesses, solar and utility operators, lithium-ion battery manufacturers 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 Fully Charged Reports and respective daily reports) using stock prices at the date of publication. The performance has been verified by an independent accounting firm.

Data Source: Kalkine, REFINITIV, for respective period mentioned above

Note 1: The performance numbers do not take into account any transaction fees or charges levied

Note 2: Hypothetical performance may differ materially from results or returns ultimately achieved. Past performance is not a reliable indicator of future performance.

Performance of Kalkine's Global Big Money Portfolio over the time frame

• Below we present the performance for stocks included in Kalkine's Global Big Money Portfolio (Hypothetical) for the years 2021-22 (starting August 04, 2021, till August 4, 2022). Generally speaking, and given the uncertainty in the market at large, fundamentally sound stocks in mid-cap to blue-chip space can be considered for hedging the risk, adding alpha to a portfolio.
• With this backdrop, Kalkine introduced its ‘Global Big Money Report’ on August 04, 2021; and our Hypothetical Global Big Money Portfolio includes a series of stocks that have been evaluated fundamentally and/or technically. These stocks are typically aimed at providing sustainable dividend income or can act as a defensive bet against volatility in the market.
• Our Portfolio is hypothetical, and our performance figures are based on recommendations from Kalkine’s Global Big Money Reports using stock prices at the date of publication. The performance has been verified by an independent accounting firm.

• 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.

• 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 1: The performance numbers do not take into account any transaction fees or charges levied.

Note 2: Hypothetical performance may differ materially from results or returns ultimately achieved. Past performance is not a reliable indicator of future performance.