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

Stunning results from this technology star highlight the potential for investment outperformance on AIM 

15 October 2019

dotdigital Group plc (LON:DOTD) has rapidly become one of our small cap favourites and the latest results certainly didn’t disappoint. Founded in 1999 as a web design agency, dotdigital has developed a globally compelling product suite for email and digital marketing. Having grown significantly since admission to AIM in 2011, when it’s market capitalisation was… Read more

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

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

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