Independent firm with unrivalled knowledge

Fundamental Asset Management Limited is an independent, owner managed, investment management firm which has delivered outstanding investment performance through focusing on direct equity investment.

We undertake our own in-depth research, seeking out the best investment opportunities across UK and international stock markets.

We have an unrivalled knowledge of AIM (formerly the Alternative Investment Market) and have successfully provided AIM for Inheritance Tax planning and General Portfolio Management to private investors, trusts and institutions since 2004.

Download our AIM for Inheritance Tax Report!

This FREE report explains how investing in good quality AIM companies can help you avoid Inheritance Tax and potentially substantially increase your wealth. Download the report from the link here to find out more about the benefits of Business Property Relief on AIM shares.

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Introduction to the Fundamental AIM IHT Portfolio Service

The issues to be aware of when investing in AIM

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In our blog

Fundamental has signed the Principles for Responsible Investment

1 July 2022

Fundamental Asset Management is committed to a range of Environmental, Social and Governance (ESG) principles which help us to operate and invest responsibly. In support of this we have recently become a signatory of the Principles for Responsible Investment (‘PRI’), the world’s leading proponent of responsible investment. The PRI encourages investors to use responsible investment… Read more

No initial fee for advised clients investing Direct

24 June 2022

No initial fee for advised clients who invest Direct To further support advisers, from Monday 27th June, advised clients who directly invest in Fundamental Asset Management’s AIM IHT Portfolio Service will no longer be charged an initial fee. The scrapping of any initial fee is part of our ongoing commitment to support advisers and aligns with our fee structure… Read more

Any questions? Ask our top experts

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

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