To provide annual income and capital growth through investment into qualifying AIM companies which benefit from Business Relief (formerly Business Property Relief) and thereby attract 100% relief from IHT after a qualifying period of 2 years.
At Fundamental Asset Management we create bespoke Portfolios. What is the difference between a Portfolio vs a Fund?
A dedicated value focused AIM portfolio, investing in AIM quoted companies which have demonstrable earnings, dividend yield and reduced stock volatility. Please read more information here to learn more about the AIM market.
We suggest a minimum of £100,000 as this is designed to produce an income however the minimum investment is £20,000 through adviser platforms and £40,000 direct (which can be shared between spouses)
Securities and cash will be held by our nominated custodian or via an Adviser Platform.
You can invest as an advised client or a non-advised client. If you have a Financial Adviser, please inform them you would like to invest/ explore the Fundamental Asset Management AIM IHT Growth Portfolio; they can contact us here. If you want to invest as a non-advised client, you can fill out an illustration here.
Please inform your adviser you would like to discuss investing with the Fundamental Asset Management AIM IHT Growth Portfolio. If you have a general question about Fundamental or this service, please contact us.
Please inform your adviser you would like to discuss investing with the Fundamental Asset Management AIM IHT Growth Portfolio. If you have a general question about Fundamental or this service, please contact us.
You can invest Direct with Fundamental Asset Management by filling out an illustration here.
Please inform your adviser you would like to discuss investing with the Fundamental Asset Management AIM IHT Income Portfolio. If you have a general question about Fundamental or this service, please contact us.
Please inform your adviser you would like to discuss investing with the Fundamental Asset Management AIM IHT Income Portfolio. If you have a general question about Fundamental or this service, please contact us.
You can invest Direct with Fundamental Asset Management by filling out an illustration here.
Tax legislation could change.
Smaller quoted companies are subject to certain specific risks not associated with larger, more mature companies, notably with regard to liquidity. Accordingly it might be hard to dispose of the shares in the companies at certain
times.
The extent of the tax benefits available will depend on the qualifying conditions.
There are no exit fees with Fundamental Asset Management. Cash can be withdrawn from the portfolio at any time and we do not apply a minimum withdrawal amount.
THREE Things to Remember about Fundamental Asset Management’s AIM Portfolio service
You can use the contact us form at the bottom of this page.
Fill out an illustration here.
If you have received advice please ask your financial adviser if there’s anything you don’t understand.
You can also contact us directly at:
Fundamental Asset Management Ltd
Cardinal Point
Park Road
Rickmansworth
WD3 1RE
Telephone: 01923 713890
Email: [email protected]
Fundamental Asset Management Ltd (or the Platform provider) provides regular quarterly valuations for each client’s portfolio covering performance of the portfolio over the preceding quarter. Fundamental also issues a periodic newsletter expanding on the stories behind some of the holdings, thereby keeping its clients informed on a regular basis. Clients whose accounts are brokered with Fundamental’s online broker will also have internet access to their accounts at all times. You can also visit the document library here where you will find all the latest fact sheets and up to date information.