This week has seen rising Inheritance Tax receipts and speculation of another takeover – demonstrating the depressed valuations available on AIM. Advanced Medical Solutions (‘AMS’), the world-leading specialist developer of innovative tissue-healing technology with a wide range of surgical products, has responded to speculation in the press and confirms it
News of the two-week ceasefire in hostilities between Iran and the US and the planned opening of the Strait of Hormuz has seen the oil price fall below $95 a barrel and stocks surge. Having weathered a torrid quarter, UK small caps and AIM shares have bounced strongly with some
The year has begun on a positive footing for the AIM market, and our portfolios have reflected that momentum. Several of the companies we hold have reported strong results and updates, contributing to an average portfolio gain of just under 5% in January. Don’t say it too loudly, but it
In a world of lowering interest rates and uncertain markets, finding reliable income can feel like searching for a needle in a haystack. But what if we told you that a 7% income yield is not only possible—but already on course? At Fundamental Asset Management, our UK Dividend Income Portfolio is designed for investors seeking consistent,
Last week saw lots of good news for AIM Last week saw lots of good news for our AIM companies, highlighting the compelling value on offer. As investors wake up to this, share values in the right companies are likely to rise. Here are some notable updates from our AIM
On the back of the first Labour Government Budget for 14 years Fundamental Asset Management have put together an initial response relating to AIM investments. From April 2026, AIM Shares will only benefit from 50% relief as opposed to 100% relief currently. This means AIM shares will be taxed at an effective 20% Inheritance Tax…
REPORT: In case you missed it, we thought you might be interested in a recent report commissioned by the London Stock Exchange that looked at the economic impact of AIM. Amongst other findings, the report found that in 2023, AIM companies contributed £35.7 billion gross value added to UK GDP. These findings highlight the potential…
CEO of the London Stock Exchange, Dame Julia Hoggett, has spoken to the Treasury in favour of AIM and why Business Relief has become an important source of “capital for AIM companies”. Sky News reported that Dame Julia told the Treasury what immense value AIM brings to this country and why Business Relief should continue….
With the Bank of England cutting their base rate for the first time in over 4 years; how does a Bank of England base rate cut help small caps? 1. Lower Borrowing Costs: When the base rate is cut, it generally leads to lower interest rates on borrowing. This makes it cheaper for small-cap companies…
If you are wondering how the results of the General Election will impact small caps, watch Fundamental Asset Management’s webinar on Tuesday 16th July at 3pm “False start or are small caps up and running?” Fundamental’s Chris Boxall, Stephen Drabwell and Jonathan Bramall will review the impact of the General Election result. They will also…
