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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 1% + VAT 1% + VAT
AMC/Ongoing Charge1.25% +VAT1.25% +VAT
Dealing Fee0.85%
Exit Fee

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)

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