Independent firm with unrivalled knowledge

Fundamental Asset Management Limited is an independent, owner managed, investment management firm with an unrivalled knowledge of the AIM market.

It has successfully provided AIM for Inheritance Tax planning and General Portfolio Management to private investors, trusts and institutions for over 15 years.

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Latest Video - Fundamental IG High Yield AIM Portfolio Update April 2019

Average dividend yield over 6%

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In our blog

AIM – the Good, the Bad and the Ugly

12 September 2019

Investing in the shares of qualifying AIM companies can attract 100% relief from inheritance tax and is a proven tax planning method, avoiding the costs associated with a trust, or the risks associated with gifts. It’s also been a rather good investment strategy to follow, as long as you know what you are doing! Fundamental… Read more

Crowdfunding continues to thrive, but the valuations look crazy – better value on AIM?

2 September 2019

The latest news that leading UK based crowdfunding platform Seedrs raised a further £4.5m in a new funding round has highlighted the appeal of rapidly growing, early stage companies to UK investors, at least relative to the duller offerings on the UK stock market. However, while there is no doubting the growth appeal of early… Read more

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To contact Fundamental Asset Management email us or call +44 (0)1923 713 890

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