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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In our blog

Is AIM outperformance set to continue?

30 July 2021

AIM has been the envy of growth markets around the world for some time now. It significantly outperformed London’s main market in all key areas during the Covid-19 crisis and has also significantly outperformed over the past 5 years. The make-up of AIM has changed considerably since it began back in 1995 when it was… Read more

Is your ISA at risk of a 40% Inheritance Tax charge?

16 July 2021

If you are one of those people who have been saving into an ISA throughout your working life, then you are most likely to be in the fortunate position of having grown this investment into a significant asset. Investing into an ISA was a good move as it offers you tax-free growth and income on… Read more

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

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