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

Burford Capital, AIM’s largest company, underlines its support for AIM

25 July 2019

The interim results statement from Burford Capital (LON: BUR), currently AIM’s largest company, provided an interesting commentary on its reasons for remaining on AIM, rather than consider a move to London’s Main Market. With a market capitalisation approaching £4 billion, Burford would be close to gaining entry to the FTSE100 Index should it be on the Main… Read more

Office of Tax Simplification Inheritance Tax Review – second report: what does it really mean for AIM?

8 July 2019

The Office of Tax Simplification (‘OTS’) published its long-awaited review on reforming Inheritance Tax. A first report released in November 2018 dealt with the administration of estates while the latest report focuses on how Inheritance Tax could be made “easier to understand and more intuitive and simpler to operate”. The stand-out headlines in the latest report… Read more

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

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