Product | Unicorn AIM IHT & ISA Growth Focus Portfolio | Unicorn AIM IHT & ISA Dividend Focus Portfolio |
Offer Size | Evergreen | Evergreen |
ISA Qualifying | Yes | Yes |
Minimum Investment | £50,000 | £50,000 |
Initial Charge | 1% + VAT | 1% + VAT |
AMC/Ongoing Charge | 1.25% +VAT | 1.25% +VAT |
Dealing Fee | 0.85% | 0.85% |
Exit Fee | 0% | 0% |
Liquidity | Daily | Daily |
Target Return | N/A | 2-4% target yield p.a. |
Loss Relief | No | No |
IHT Relief | Yes | Yes |
Investment Objective | Growth (ISA Wrapper available) | Income & Growth (ISA Wrapper available) |
Manager | Unicorn Asset Management | Unicorn Asset Management |
Tax-free Growth | Yes (AIM IHT ISA only) | Yes (AIM IHT ISA only) |
Tax-free Dividends | No | Yes, paid monthly (AIM IHT ISA only) |