Quarter 3 2017 Adapt AIM Portfolios Performance

Richard Simmonds



We have pleasure providing you with our latest model Adapt AIM Portfolios performance figures which are managed in partnership with Chelverton Asset Management, who have a long and successful history of managing funds invested in UK smaller companies, including those listed on AIM.

Click the links below for details of our latest performance figures for quarter 3 2017 (Q3)

Adapt AIM Portfolios Q3 Performance Figures

 

Adapt AIM Portfolios Q3 Income Factsheet

The Income Portfolio currently contains 30 equally weighted stocks with an average market capitalisation of £173m. Currently offering a dividend yield of c.4% p.a.

 

Adapt AIM Portfolios Q3 Growth Factsheet

The Growth Portfolio currently contains 38 equally weighted stocks with an average market capitalisation of £260m. Currently offering a dividend yield of c.2% p.a.

CAPITAL AT RISK

To find out more about Adapt AIM Portfolios simply call us on 01684 571 255 or email enquiries@blackfinch.com to request an illustration, or to arrange an appointment with one of our team.