Australasian Equities is one of three stock market research portfolios developed by Fat Prophets since its inception in 2000. It is designed for self-directed (DIY) investors, Self-Managed Super Fund (SMSF) trustees and managers, HNWIs, active traders, fund managers and financial professionals—including advisers and accountants—serving private and public entities in Australia and internationally.
Fat Prophets is committed to presenting our historical investment performance with clarity, transparency and independent verification.
Our performance reporting follows the PricewaterhouseCoopers (PwC) Stock-picking Performance Methodology, designed by one of the world’s “Big Four” accounting firms. All recommendations—both open and closed positions—are included to provide a complete and unbiased record of our stock investing research.
Our hypothetical portfolio is marked to market on the last trading day of each relevant period. The accuracy and integrity of the data used in calculating portfolio returns and included in the Investment Portfolio Performance Report – Australasian Equities have been independently verified by an external accounting firm (PKF NS Audit and Assurance Australia) in accordance with the Auditing Standard on Review Engagements ASRE 2405: Review of Historical Financial Information Other than a Financial Report. Returns are independently verified through 31 December 2025, with subsequent periods undergoing ongoing verification.
Fat Prophets’ Australasian Equities Portfolio has consistently outperformed the All Ordinaries Accumulation Index since its inception in 2000, delivering strong long-term growth while demonstrating resilience across multiple market cycles.
The following independently verified results by PKF (NS) Audit and Assurance Australia highlight Fat Prophets’ ability to generate sustained alpha over more than two decades, capturing superior upside while effectively managing downside risk relative to the broader market.
| Historical Performance | FP Australasian Portfolio | All Ordinaries Index |
|---|---|---|
|
Annualised Return Since Inception (1 Oct 2000 – 31 Dec 2025) |
18.92% | 8.42% |
|
1 Year Annualised Return (1 Jan 2025 – 31 Dec 2025) |
84.77% | 10.56% |
|
3 Year Annualised Rolling Return (1 Jan 2023 – 31 Dec 2025) |
36.76% | 11.66% |
|
5 Year Annualised Rolling Return (1 Jan 2021 – 31 Dec 2025) |
20.35% | 9.72% |
| Important Notes: Performance results independently verified by PKF (NS) Audit and Assurance Australia Limited Partnership. Past performance is not indicative of future performance. | ||
| 12 Month Performance | FP Australasian Portfolio | All Ordinaries Index |
|---|---|---|
| 2025 (1 Jan 2025 – 31 Dec 2025) |
84.77% | 10.56% |
| 2024 (1 Jan 2024 – 31 Dec 2024) |
14.63% | 8.58% |
| 2023 (1 Jan 2023 – 31 Dec 2023) |
20.76% | 12.98% |
| 2022 (1 Jan 2022 – 31 Dec 2022) |
-4.87% | -2.96% |
| 2021 (1 Jan 2021 – 31 Dec 2021) |
3.77% | 17.74% |
| 2020 (1 Jan 2020 – 31 Dec 2020) |
20.29% | 3.64% |
| 2019 (1 Jan 2019 – 31 Dec 2019) |
19.3% | 24.1% |
| 2018 (1 Jan 2018 – 31 Dec 2018) |
10.2% | -3.5% |
| 2017 (1 Jan 2017 – 31 Dec 2017) |
26.4% | 12.5% |
| 2016 (1 Jan 2016 – 31 Dec 2016) |
23.81% | 11.59% |
| 2015 (1 Jan 2015 – 31 Dec 2015) |
17.93% | -3.68% |
| 2014 (1 Jan 2014 – 31 Dec 2014) |
15.07% | 5.13% |
| 2013 (1 Jan 2013 – 31 Dec 2013) |
-1.8% | 19.7% |
| 2012 (1 Jan 2012 – 31 Dec 2012) |
11.2% | 18.8% |
| 2011 (1 Jan 2011 – 31 Dec 2011) |
-2.7% | -6.7% |
| 2010 (1 Jan 2010 – 31 Dec 2010) |
22.8% | 3.3% |
| 2009 (1 Jan 2009 – 30 Dec 2009) |
71.6% | 39.6% |
| 2008 (1 Jan 2008 – 31 Dec 2008) |
-29.8% | -40.4% |
| 2007 (1 Jan 2007 – 31 Dec 2007) |
14.2% | 18.0% |
| 2006 (1 Jan 2006 – 31 Dec 2006) |
25.2% | 25.0% |
| 2005 (1 Jan 2005 – 31 Dec 2005) |
23.4% | 21.1% |
| 2004 (1 Jan 2004 – 31 Dec 2004) |
27.5% | 27.6% |
| 2003 (1 Jan 2003 – 31 Dec 2003) |
43.7% | 15.9% |
| 2002 (1 Jan 2002 – 31 Dec 2002) |
26.8% | -8.1% |
| 2001 (1 Jan 2001 – 31 Dec 2001) |
18.0% | 10.1% |
| Important Notes: Performance results independently verified by PKF (NS) Audit and Assurance Australia Limited Partnership. Past performance is not indicative of future performance. | ||
Past performance is not a reliable indicator of future performance. All performance figures are based on a model portfolio. Returns do not include brokerage, fees, taxes, or other costs investors may incur. Market conditions, strategies and portfolio composition may change over time. This information is for general information only and is not personal financial advice. Investors should consider their own circumstances and seek independent financial advice before making investment decisions.
ASX- Listed Australian Stocks:
29M.AU, ANN.AU, ANZ.AU, BPT.AU, BWP.AU, CKF.AU, CBA.AU, EVN.AU, FID.AU, FMG.AU, GOR.AU, GMG.AU, GNC.AU, HUB.AU, ILU.AU, IGO.AU, JHX.AU, MGR.AU, NAB.AU, PAR.AU, QBE.AU, RRL.AU, S32.AU, SBM.AU, TLS.AU, TUA.AU, WES.AU, WBC.AU, WHC.AU, XRO.AUX, AGL.AX, AMC.AX, BHP.AX, CSL.AX, DMP.AX, GDG.AX, WIRE.AX, ATOM.AX, MQG.AX, NIC.AX, NST.AX, ORI.AX, PDN.AX, RMS.AX, RPL.AX, SFR.AX, STO.AX, SUN.AX, VAU.AX, WTC.AX, WDS.AX, GMD.AX, CSC.AX, RIO.AX, GTK.AX, SPK.AX & NEM.AX
International Stocks:
BIDU.CN, 9888.CN, 1211.CN, 268.CN, 3690.HK, 1818.HK, 9618.CN, ENX.FR, BT.A.GB, GENI.GB, FRES.GB, 9988.HK, 2282.HK, 700.HK, 1128.HK, 1876.HK, 8750, 7011.T, 8306.JP, 8031.T, 8411.T, 3994.T, 7974.T, 8604.JP, 8308, 6758.JP, 8316.JP, 8331.T, JP.8308, HEM.SE, GRAB.SG, BABA.K, GOOG.US, AAPL.US, CDE.US, CPNG.K, FLTRF.L, SIL, URA, BZ.O, MSFT.US, SBSW.K, 2840.HK, TME, GDX, GDXJ.US, YUMC.K, Z.O, IMPUY & ANGPY
