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.


Introduction to the Fundamental AIM IHT Portfolio Service

The issues to be aware of when investing in AIM


In our blog

Sustainability a priority for this AIM IHT portfolio company

28 July 2022

Brickability Group (AIM: BRCK), the AIM quoted construction materials distributor and one of our AIM IHT portfolio companies, recently announced fabulous results for the year ended 31 March 2022. Brickability is a leading construction materials distributor, serving customers across the UK and Europe for over 36 years through its national and local networks. The Group… Read more

AIM for positive impact: Jet2 leads the way

18 July 2022

The recent full year results statement from AIM listed leisure travel group Jet2 PLC (AIM:JET2) made a point of highlighting its focus on sustainability. While a company operating a fleet of passenger airlines is unlikely to draw huge amounts of enthusiasm from ESG investors, Jet2 appears to be making considerable progress on the sustainability front…. Read more

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

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