EPIC Investment Partners has launched its AIM IHT portfolio to the advice market through its MPS.
The portfolio is constructed to harness the potential for long-term capital growth and mitigate inheritance tax by investing in a concentrated selection of 20-30 Business Relief qualifying companies.
It has an annual management fee of 1.30% and is now available on the platforms abrdn, Fidelity, Fundment, Nucleus, Platform One and Transact.
Malcolm Schembri, portfolio manager, commented: “The AIM market has developed significantly since launching in 1995. It now has a combined market capitalisation of over £100 billion and is home to over 700 companies, of which nine are capitalised in excess of £1 billion.
“The potential for long-term capital growth is huge as we seek to identify those companies with quality management and proven business models. Companies like Fever-Tree, for example, which is now a household name.
“We avoid speculative investments and instead focus on the highest quality companies which have proven durability. There is currently compelling value available in the AIM market and we believe this is the right time to extend our offering to the public.
“Furthermore, the benefits of investing in AIM-listed companies extend beyond growth potential with investors being able to offset and mitigate inheritance tax.”
