4 or more ways to invest
Cautious
The investment objective is to achieve long-term capital growth with a high level of exposure to lower risk assets such as cash and fixed income investments with a maximum equity content of 60% of the portfolio value.
Balanced
The investment objective is to achieve long-term capital growth with a balanced approach between lower risk assets such as cash and fixed income investments with a maximum equity content of 85% of the portfolio value.
Inheritance Tax Free
The AIM BR portfolio is a discretionary managed portfolio of companies which qualify for Business Relief (BR), thus potentially reducing the Inheritance Tax liability on investor assets.
The portfolio consists of a specific selection of established smaller, high growth companies listed on the London Stock Exchange’s Alternative Investment Market (AIM).