AIM Industry Report 2017/18
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- Understand effects of major recent national and international events such as the Brexit vote and 2017 General Election on the AIM market
- Identify the main developments and news in the AIM market in 2017
- Compare the key metrics of AIM-based tax efficient offers with knowledge of the average statistics including the mean and mode fees and charges currently applied
- Recognise how the adviser community is currently interacting with AIM and its areas of confidence and concern
- Describe the pros and cons of AIM quoted companies vs unquoted companies from an investment perspective
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Brief Overview
AIM is known as the world’s most successful growth market and it has been focused on delivering funding to companies looking to fund their development and pursue their growth ambitions since well before the 2015 changes to EIS and VCT, the Brexit vote, the Patient Capital Review and the 2017 Autumn budget.
Marry this with a clear alignment with the Government’s growth-focused agenda for SMEs and scale-up and a strong performance in terms of returns and volatility in comparison to the main markets and you have a compelling case to take a more in-depth look at the sector.
We know that those advisers who have, have found AIM investments to be a useful conduit for BPR qualifying investments, in particular and our report looks at what they see in this market that is so renowned for its unpredictability in the most unpredictable of times.
Sponsors Quotes
“More mature, more stable businesses are coming to the AIM market, which will allow them to raise expansion capital from firms like us to go out and expand.”
“Platform based solutions have helped open up AIM IHT investment for both clients and advisers, offering lower costs and ease of administration”.
“We all need to be broadcasting that there are sensible, good quality companies on AIM, family businesses that have been around for decades.”
“AIM has been in existence since 1995 and provides a lighter touch regulatory environment for a diverse range of companies from start-up technology firms to well-known high street stores.”
“With AIM now having successfully raised £100 billion of new capital for companies, it has now firmly established itself as the world’s most pre-eminent growth exchange.”
“The AIM Index should not be seen as a true reflection of the BR universe. Much of the most cyclical sectors of the index are not eligible for BR, so an AIM IHT portfolio should typically be less volatile over the course of the economic cycle.”
AIM plays a vital role in the funding environment for small and medium size enterprises as they develop their business
Comments on the AIM market
“We look forward to continuing to work with the Government to support innovative, high growth potential companies as they develop into the global job providers of tomorrow.”
“AIM constituents are well positioned to continue to adapt quickly and to meet the challenges head on.”
“we are pleased that the Chancellor has acknowledged the important role that BPR plays in supporting family-owned businesses, and growth investment in AIM and other growth markets.”
“Although on the face of it, a lot of the providers that are coming into the market now seem relatively young in terms of the time they have been running these portfolios, in fact, some have really been doing this for a couple of decades in some instances.”
Sponsors
TIME provides tax efficient investment solutions and we’re proud to say we’re rather good at it – our original Inheritance Tax service boasts an impressive 19 year track record of successfully achieving Inheritance Tax savings for our investors. What stands us apart in our market is our focus on seeking consistent stable returns which we deliver through a defensive investment strategy. We pride ourselves on offering real transparency around our products, what we invest in and what the risks are. We’re dedicated to supporting the adviser market and we recognise that our services require professional advice, which is why we don’t accept direct investments. We also have a nationwide sales team on hand to assist financial advisers in identifying solutions for their clients’ financial concerns, dealing with technical queries and delivering one-to-one support.
Puma Investments has a strong track record in providing asset-backed funding to established businesses across the UK. Our multi-disciplinary team is able to draw upon a nationwide network of offices to source, evaluate and execute transactions.
Our principal focus is on capital preservation and generating stable returns for our investors whilst seeking to offer robust downside protection. The business was founded on and continues to follow two guiding principles: protecting capital and minimising risk. This has always been and will continue to be our promise to our investors and business partners.
Guinness is independent and focused purely on investment management. Our in-house economic, industry and company research allows us to take an independent view and not be led by the market. Our size and specialist nature also means we have the ability to respond quickly and efficiently to any market movements.
Blackfinch Investments is an established and experienced manager in the UK market for tax efficient and capital protected investments. Blackfinch specialise in Inheritance Tax mitigation through Business Property Relief (BPR) for both individuals and corporate entities, Enterprise Investment Scheme (EIS) Portfolios and also Seed EIS (SEIS) Portfolios. With a focus on capital preservation, Blackfinch look to protect investor capital through asset backed investment strategies in sectors such as property, lending, renewable energy and media. Underpinning this investment strategy is a first class client services and intermediary support team based in both London and Malvern, Worcestershire. Their approach embodies the Blackfinch philosophy: efficient client-focused solutions delivered in a simple and transparent way.
Launched in 2002 as part of the Punter Southall Group, Psigma provides a wholly personal approach to investment management that focuses on each client’s particular needs and goals. With more than £2 billion of assets under management, they bring insight and expertise to create investment solutions that target consistent, risk-adjusted returns above inflation.
Thorntons Investments are a growing and progressive investment business based in Dundee with offices in Edinburgh and St Andrews. Thorntons look after and manage the wealth of many clients within Scotland and more broadly within the UK with diverse and challenging requirements.
Close Brothers Asset Management brings together the Group’s established asset management skills and provides a full range of advice, investment management and self-directed services to private and corporate clients and professional advisers.
We have specialised in managing client portfolios for over 40 years and our investment team and financial planning advisers are supported by more than 550 staff, working from 8 offices across the UK.
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