Fundamental Global Growth Portfolio
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.
WHY CHOOSE
Fundamental Global Growth Portfolio
Fundamental Asset Management is an independent, owner managed, investment specialist focusing on direct equity investment since its founding in 2004. The firm carries out its own in-depth research and analysis of exciting companies, trading on both the UK and leading overseas stock markets.
The Benefits
Matching your needs with intelligently managed portfolios investing in some of the world’s largest, high-quality companies.
Growth, Balanced and Cautious Mandates
Invests in a diversified portfolio of Global Equities, Bonds and Funds based on your needs.
Combination of Growth or Income & Tax Relief (if required)
Fundamental direct equity portfolios can be adapted to combine Growth, Income and Tax Relief.
Can form part of a
SIPP, ISA or a GIA
Available through an Individual Savings Account, a Self Invested Personal Pension or a General Investment Account.
The Risks
Past performance
The past performance is not a reliable indicator of future results. Please read the risk warnings before investing.
Capital at risk
Investors capital is at risk, and they may get back than they invested.
Volatility
Changes in economic or political conditions or other factors can substantially and potentially adversely affect the value of investments.
NEED TO KNOW
Key information for you
Typically, our portfolios consist of direct investment in equities quoted on the FTSE, AIM and International markets and specialist funds. You may want to manage your investments through a Self-Invested Pension Plan (SIPP). It takes valuable time to do this yourself, which is why we offer a SIPP management and advisory service, providing a soundboard for investment ideas and portfolio structuring and supporting you throughout the process.
Direct equity investment into a concentrated portfolio of 25 of the world’s largest, high-quality companies. Please read Fundamental Global Growth Portfolio Explained by clicking here.
At Fundamental Asset Management we create bespoke Portfolios. What is the difference between a Portfolio vs a Fund?
- Portfolios are bespoke and can be tailored to a clients needs (subject to size).
- Portfolios are transparent and clients understand exactly what is held and what is driving performance.
- Holdings are liquid in themselves and a model will not be vulnerable to suspensions.
Investing in some of the world’s largest high-quality companies.
Our high-net-worth investors receive a tailor-made, bespoke investment portfolio with a minimum investment of £100,000. However, we recommend an investment of £250,000+ for a direct equity portfolio of this nature.
Clients have full knowledge of all portfolio holdings and access to our regular commentaries and opinions and direct access to the fund manager. You can invest as an advised client or a non-advised client. If you have a Financial Adviser, please inform them you would like to invest/ explore the Fundamental Asset Global Growth Portfolio. If you want to invest as a non-advised client, you can fill out an illustration here.
FUNDAMENTAL GLOBAL GROWTH PORTFOLIO
No initial charge.
No administration charges
No performance fees
No exit fees
No minimum withdrawal amount.
Charges for advised clients with a financial adviser
Direct
Fundamental Asset Management Initial Fee: None
Fundamental Asset Management Annual Management Fee: 0.9% +VAT
Fundamental Asset Management Dealing Fee: Max £25 per trade
Fundamental Asset Management Performance fees: None
For portfolios of £1m+: Fees on discussion
Fixed annual custody: £120 maximum +VAT
Financial Services Compensation Scheme: £20 +VAT
The Custodian fee and the FSCS charges are per account, per annum and are charged quarterly in arrears.
Platform – where available
Fundamental Asset Management Initial Fee: None
Fundamental Asset Management Annual Management Fee: 0.9% +VAT
Fundamental Asset Management Dealing Fee: As per platform costs
Fundamental Asset Management Performance fees: None
For portfolios of £1m+: Fees on discussion
Charges for non-advised clients
Direct
Fundamental Asset Management Initial Fee: None
Fundamental Asset Management Annual Management Fee: 0.9% +VAT
Fundamental Asset Management Dealing Fee: Max £25 per trade
Fundamental Asset Management Performance fees: None
For portfolios of £1m+: Fees on discussion
Fixed annual custody: £120 maximum +VAT
Financial Services Compensation Scheme: £20 +VAT
The Custodian fee and the FSCS charges are per account, per annum and are charged quarterly in arrears.
You can invest as an advised client or a non-advised client. If you have a Financial Adviser, please inform them you would like to invest/ explore the Fundamental Global Growth Portfolio. If you want to invest as a non-advised client, you can contact us here. If you want to invest as a non-advised client, you can fill out an illustration here.
FREE DOWNLOAD
Download our AIM for Inheritance Tax Report!
This FREE report explains how investing in good quality AIM companies can help you avoid Inheritance Tax and potentially substantially increase your wealth. Download the report.
How to Invest
Please inform your adviser you would like to discuss investing with the Fundamental Global Growth Portfolio. If you have a general question about Fundamental or this service, please contact us.
Please inform your adviser you would like to discuss investing with the Fundamental Global Growth Portfolio. If you have a general question about Fundamental or this service, please contact us.
You can invest Direct with Fundamental Asset Management by filling out an illustration here.
Frequently Asked Questions
Changes in economic or political conditions or other factors can substantially and potentially adversely affect the value of investments. Investors capital is at risk, and they may get back than they invested.
There are no exit fees with Fundamental Asset Management. Cash can be withdrawn from the portfolio at any time and we do not apply a minimum withdrawal amount.
THREE Things to Remember about Fundamental Asset Management’s AIM Portfolio service
- Client Retains Access – assets remain in client’s own name – so no loss of control and client has freedom to redeem part or all if needed.
- Proven Investment Approach – reducing volatility and liquidity risk by building balanced portfolios focusing on established AIM companies.
- Support to estates after a client has passed away. At a difficult time, we support with the information HMRC requires at no additional charge.
You can use the contact us form at the bottom of this page.
Fill out an illustration here.
If you have received advice please ask your financial adviser if there’s anything you don’t understand.
You can also contact us directly at:
Fundamental Asset Management Ltd
Cardinal Point
Park Road
Rickmansworth
WD3 1RE
Telephone: 01923 713890
Email: [email protected]
Fundamental Asset Management Ltd (or the Platform provider) provides regular quarterly valuations for each client’s portfolio covering performance of the portfolio over the preceding quarter. Fundamental also issues a periodic newsletter expanding on the stories behind some of the holdings, thereby keeping its clients informed on a regular basis. Clients whose accounts are brokered with Fundamental’s online broker will also have internet access to their accounts at all times. You can also visit the document library here where you will find all the latest fact sheets and up to date information.
When dividends are paid by companies, these are added to the account. They tend to be used to cover fees and when rebalancing of a portfolio is done. Any remaining we would then look to reinvest at an appropriate time. IF you are interested in an income focused product with have the AIM IHT Income Portfolio and Fundamental UK Dividend Income Portfolio.
