Is AIM outperformance set to continue?
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 considered the wild west of investment markets. Today is a very different picture.
AIM has become a very well-rounded market with many highly profitable, well-established and fast-growing companies. AIM has large exposure to some of the economy’s best performing sectors such as technology and is the marketplace of choice for many exciting new UK growth companies.
But can it last? Are valuations too stretched? Is there a correction around the corner? Could the tax benefit rug be pulled from under its feet? Should you be concerned?
Watch the recording of our session Is AIM heading for a fall… or is its outperformance set to continue? where we discussed these questions and more.
You can find out more about the benefits of investing in AIM for IHT planning purposes in our free report available from the link here.
Interested in hearing more about how AIM for IHT works? Then why not watch our webinar session named All you need to know about investing in AIM for inheritance Tax where we delve into the subject in more detail.
The Fundamental AIM IHT Portfolio is a discretionary investment management service where clients can obtain 100% mitigation from Inheritance Tax, benefit from the capital growth afforded by the AIM market and retain control of their assets.
You can find out more about Fundamental Asset Management’s high performing AIM IHT ISA and AIM Inheritance Tax portfolio service, which has been delivering exceptional investment returns for more than 17 years, from the link here.
AIM IHT ISAs can be higher risk, more volatile and less liquid when compared to conventional ISAs. Tax rules can change and benefits depend upon circumstances.