With today’s HMRC announcement that Inheritance Tax (IHT) Receipts are up £1billion to £7.1bn, Fundamental Asset Management give some tips for keeping the money you want to leave your family out of the Chancellor Jeremy Hunt’s hands. Fundamental’s portfolio manager, Chris Boxall explained: “Using AIM for IHT is the easy, non-contentious way of getting IHT…
When investing in smaller quoted companies and particularly those on AIM, the predominant investor focus is of capital growth, as opposed to dividend income. Indeed, the London Stock Exchange’s description of AIM as being a “Market for small and medium size growth companies” highlights the junior market’s primary purpose. While our firm would never advocate…
Join Fundamental Asset Management’s Co-Founders Chris Boxall & Stephen Drabwell on Tuesday 31st January at 3pm as they look at the risks and opportunities for AIM in 2023. They will review 2022 and look into their crystal ball for 2023. What happened to AIM in terms of its size and overall performance? The webinar is…
As the provider of the best performing stock tip of 2022, a rare positive in a horrid year for AIM and client portfolios, the Telegraph’s Questor column once again turned to Chris Boxall, portfolio manager at Fundamental Asset Management, for their Questor AIM IHT share tip for 2023. The latest request coincides with the launch…
In this video interview, Chris Boxall, co-founder of AIM specialist investment manager Fundamental Asset Management, discusses the opportunities for income investors in AIM IHT ISA portfolios. With AIM companies set to pay out just over £1.2 billion in dividends in 2022 there are plenty of high yielding AIM stocks to choose from, although prospective investors…
AIM isn’t a market that’s generally considered for its dividend and income attractions, and we have always expressed caution on AIM companies paying out high dividends, when they should be putting their cash to better use. However, the steep decline in share prices of many good-quality AIM companies has seen dividend yields soar to levels…
Global Markets Continue to Struggle The outlook for global economies continues to look challenging, with high inflation and rising interest rates potentially tipping many countries into recession. As a result, global stock markets, led as usual by the US, have been suffering for quite a while. Unfortunately AIM has not been immune to this, with…
ESG initiatives from our portfolio companies In our last blog – which can be read here; we announced that Fundamental Asset Management is now a signatory to the Principles for Responsible Investment. In further recognition of the growing importance of Environmental, Social and Governance (ESG) issues, we are producing a series of Blogs titled ‘AIM for Positive Impact’
The Key Criteria In the ninth of our series – The Fundamentals – about going back to the basics of investing in AIM shares for Inheritance Tax (IHT) planning purposes, we look at the Fundamental Asset Management investment approach. The Fundamental Asset Management investment approach is best described as, stock specific and growth focused, with a value
Don’t pander to Mr Market The week is closing with another big stock market sell-off and, as is once again the case, the shares of smaller companies, particularly those on AIM, are having a tougher time than the blue chips. Russia’s diabolical invasion of Ukraine has further destabilised a fragile
