Our Products
Our Products
Investing in exciting, ambitious businesses offering excellent investment opportunities, combined with attractive tax benefits.
Fundamental Global Growth Portfolio
Has delivered outstanding investment returns to clients since inception in 2004, making direct investment in many of the world’s largest and fastest growing companies.
Fundamental UK Dividend Income Portfolio
We meet your precise requirements with intelligently managed investment portfolios. Fundamental has delivered outstanding investment growth through our share portfolios which are suitable for General Investments Accounts, ISAs and SIPPs (Self-Invested Pension Plan).
AIM IHT Growth Portfolio
Our AIM IHT Growth Portfolio targets 20 to 30 diverse companies with potential growth opportunities combined with the benefits of business property relief and IHT tax relief.
AIM IHT Income Portfolio
Invests in the shares of higher-yielding Business Relief qualifying AIM companies, notwithstanding portfolio size. combined with the benefits of business property relief and IHT tax relief.
Excellent track record since 2004
If you are happy to take on additional investment risk, the benefits include:
- Grow your wealth
- Protect your wealth
- Inheritence tax planning
- Global outlook
- Available on leading IFA wrap platforms
- Specialist investors in AIM companies for Inheritance Tax planning
