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BR AIM Open
Managed by Unicorn Asset Management

Unicorn AIM IHT & ISA Responsible Portfolio Service.

Unicorn Asset Management is an award-winning active manager specialising in UK equities, and has invested in AIM-listed companies since 2000. The firm currently manages c.£550 million in AIM (December 2025), spanning VCT, IHT and open-ended fund structures.

The Unicorn AIM IHT & ISA Responsbile Portfolio Service was launched in March 2021 in response to growing investor demand and in particular, an increasing appetite for sustainable investing in the tax-efficient space.

Download offering documents → Speak to the team
Key facts
  • StatusOpen (Evergreen)
  • Minimum investment£20,000
  • IHT/BR qualifyingYes
  • Portfolio optionsDividend or Growth focused
Overview Terms & Fees Documents
i. Overview

About Unicorn Asset Management

Unicorn is an award-winning active manager specialising in UK equities and investing in AIM stocks since 2000.

  • Unicorn currently manages c.£550m (December 2025) in AIM across VCT, IHT and open-end fund structures
  • Well-resourced, committed and highly experienced investment team with +150 years combined experience
  • Company-wide ESG investment framework

Key features of the service

  • Designed to mitigate IHT liability after only 2 years by investing in a portfolio of AIM stocks that qualify for Business Relief
  • ISA qualifying – a combination of tax-free income and growth alongside IHT mitigation once held for 2 years
  • Two Portfolio Options – Dividend Focus (paid monthly or reinvested) and Growth Focus
  • Access to Unicorn’s proven investment process, investing into a diversified portfolio of 25-40 AIM stocks across multiple sectors
  • Simple and flexible solution allowing investors continued control over their cash

Source: All data from Unicorn Asset Management as at 31/12/2025.

Have a client question?

Our team can help with product information, availability and how Unicorn sits alongside other BR products in your matrix.

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ii. Terms & fees

Information table.

Status
Evergreen Service
Portfolio Options
Responsible Dividend Focused (paid quarterly or reinvested) and Responsible Growth Focused
ISA Qualifying
Yes
Min Investment
£20,000
Initial Charge
1% + VAT
RDR Facilitation
Up to 2.5%
AMC (Advised)
1.25% + VAT
Dealing Fee
0.85%
v. Documents & downloads

Adviser materials.

Discussing Unicorn with a client?

Our team can provide adviser materials, up-to-date fund status and help you compare Unicorn against other options in the BR/IHT matrix.

Contact the team →