Available via the following platforms. Click the logos to find out how to invest:
- Unicorn is an award-winning active manager specialising in UK equities and investing in AIM stocks since 2000
- Unicorn currently manages c.£308m (May 2023) in AIM across VCT, IHT and open-end fund structures
- Well-resourced, committed and highly experienced investment team with +100 years combined experience
- Multiple manager awards won across their OEIC fund range and AIM VCT
- 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
- Responsible Investment Portfolio Options – Click here for more information.
- WM Capital Management acts as Manager and Unicorn Asset Management acts as Investment Adviser
- 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
All figures as at 31/05/2023.
|Target Offer Size||Evergreen Service|
|Portfolio Options||Dividend Focused (paid quarterly or reinvested) and Growth Focused|
|Initial Charge||1% + VAT|
|RDR Facilitation||Up to 2.5%|
|AMC (Advised)||1.25% + VAT|
- AIM IHT Explained Flyer
- Responsible Portfolios Supplement
- Terms and Conditions
- Terms of Business
Product Due Diligence:
For further information, please contact us on email@example.com or call 020 7071 3940.