Fundamental IG AIM portfolios – video update

Why we sold Restore and other changes

In this video with IG markets Chris Boxall, co-founder of specialist investment manager Fundamental Asset Management, comments on recent changes to the AIM for Inheritance Tax portfolios created for IG.

Chris discusses first quarter’s performance from the Standard Fundamental IG AIM Portfolio, which was developed for IG in September 2016, and the subsequent Higher Yielding Fundamental IG AIM Portfolio created at the start of 2018.

Chris also comments on changes to the portfolios, including the sale of the position in Restore (financial reporting that borders on the dishonest), review of the new IG portfolio position in Focusrite (a stock held by Fundamental since not long after IPO) and a replacement share for the higher yield portfolio following a dividend cut from one of the previous holdings – as anticipated, the higher yielding AIM portfolio is providing plenty of excitement!

Other companies discussed include Patisserie Holdings (AIM:CAKE), RWS Holdings (AIM:RWS), K3 Capital Group (AIM:K3C), Safestyle UK (AIM:SFE), NAHL Group (AIM:NAH), Epwin Group (AIM:EPWN) and Zytronic (AIM:ZYT).


After a challenging first quarter in 2018 for equities, Fundamental Asset Management AIM portfolios have seen strong performances from several portfolio companies over recent weeks, supported by excellent results and updates.