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ProductUnicorn AIM IHT & ISA Growth Focus Portfolio Unicorn AIM IHT & ISA Dividend Focus Portfolio
Offer SizeEvergreenEvergreen
ISA QualifyingYesYes
Minimum Investment £50,000£50,000
Initial Charge Current Discount 1% +VAT (Usually 2% +VAT)Current Discount 1% +VAT (Usually 2% +VAT)
AMC/Ongoing Charge1.25% +VAT1.25% +VAT
Dealing Fee0.85%
0.85%
Exit FeePlease refer to page 19 of Brochure*Please refer to page 19 of Brochure*
LiquidityDailyDaily
Target ReturnN/A2-4% target yield p.a.
Loss ReliefNoNo
IHT ReliefYesYes
Investment ObjectiveGrowth (ISA Wrapper available)Income & Growth (ISA Wrapper available)
Manager Unicorn Asset ManagementUnicorn Asset Management
Tax-free GrowthYes (AIM IHT ISA only)Yes (AIM IHT ISA only)
Tax-free DividendsNoYes, paid monthly (AIM IHT ISA only)

*Not chargeable on death

 

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