The latest model Adapt AIM Portfolios performance figures are now available. The portfolios are managed through a partnership with award-winning firm Chelverton Asset Management in selecting Alternative Investment Market (AIM) stocks. The team brings smaller company expertise, for a high level of portfolio diversification relative to other providers. The partnership is exclusive to the portfolios and unique in the market.
The Income Portfolio contains 28 equally weighted stocks with an average market capitalisation of £153.66 million. It currently offers a dividend yield of c.4% p.a.
The Growth Portfolio contains The Growth Portfolio currently contains 37 equally weighted stocks with an average market capitalisation of £299.89 million. It currently offers a dividend yield of c.2% p.a.
The Adapt AIM Portfolios bring ISA eligibility and growth potential through AIM investments, alongside Inheritance Tax mitigation. To find out more, request an illustration, or arrange an appointment with one of our team, please call us on 01684 571 255 or email [email protected].
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