Unicorn AIM IHT & ISA Portfolio Service

Available via the following platforms. Click the logos to find out how to invest:

Manager Overview:

• 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

Key Points:

• 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.