AIM Portfolio Service

We invest in a portfolio of 30-40 carefully selected AIM-listed businesses with the goal of generating long-term returns for your clients. Many of these companies are leaders in their respective industries, and some are household names. 

The AIM Portfolio Service prioritises businesses with a history of sound finances, robust cash flows and a provable track record of profitability, plus sustainable and growing dividends. 

Investors in the AIM Portfolio Service may benefit from the UK’s Business Relief regime, which offers Inheritance Tax relief on qualifying assets held for at least two years. 

Investing in the AIM market can be perceived as high risk but we have a number of strategies in place to manage the risks associated with these companies. Our robust framework ensures we never own more than 3% of a company’s share capital.

These services are provided by Brooks Macdonald Asset Management Limited. Tax treatment depends on your individual circumstances and may be subject to change in the future. There is no guarantee that the tax efficient nature of any investment will remain. Brooks Macdonald does not provide tax advice and independent professional advice should be sought. Investors should be aware of the additional risks associated with funds investing in smaller companies.