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The latest update is out from Fat Prophets Global Contrarian Fund Ltd. ( (AU:FPC) ).
Fat Prophets Global Contrarian Fund reported its strongest ever start to a year in January, with estimated pre-tax NTA per share rising to a record $2.2103 as at 28 January 2026, up 13.6% from $1.9461 at 31 December 2025, alongside FPC shares hitting new highs above $1.64. The performance was driven largely by precious metals, particularly gold, which surged to a record price, supported by a weakening US dollar that the fund expects to deteriorate further, underpinning its continued bullish stance on gold and PGMs despite near-term overbought conditions. In portfolio moves, the fund selectively increased its holding in Hong Kong-listed Chinese data-centre operator GDS Holdings, aligning with its overweight emerging markets and China thesis and its negative view on the US dollar, while trimming exposure to South Korean-founded tech and e-commerce group Coupang following operational mishaps including a customer data breach, signalling active risk management and positioning for ongoing market volatility.
The most recent analyst rating on (AU:FPC) stock is a Hold with a A$1.50 price target. To see the full list of analyst forecasts on Fat Prophets Global Contrarian Fund Ltd. stock, see the AU:FPC Stock Forecast page.
More about Fat Prophets Global Contrarian Fund Ltd.
Fat Prophets Global Contrarian Fund Limited is an ASX-listed investment fund (code FPC) that pursues a contrarian global equities strategy. The fund invests across regions and sectors, with a notable overweight to emerging markets and China, and currently emphasises exposures such as precious metals and Chinese data-centre operator GDS Holdings, while also holding and adjusting positions in major technology and e-commerce platforms.
Average Trading Volume: 30,140
Technical Sentiment Signal: Buy
Learn more about FPC stock on TipRanks’ Stock Analysis page.