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 1 2018 (Q1)
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.
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