Sustainable Future AIM Inheritance Tax Portfolio Service

Portfolio Outline

Investment Process

Initial Screening

  • Verify Business Relief qualification
  • Company must contribute to at least one of our four sustainable themes

Risk Control

  • Central to our investment process and philosophy
  • Applied at both portfolio construction and company selection levels
  • Carefully assess downside risk potential

Portfolio Construction

  • We aim to hold around 40 stocks (currently 38)
  • 1% cash holding
  • Wide range of company sizes
  • Portfolio is a mix of smaller ‘acorn’ companies and a core of developed companies.

Company Selection

  • Selected for positive impact their products or services contribute to sustainability – no negative screening required.
  • Based on evidence of company actions, and not just words.
  • Offer potential for significant investment returns.
  • Acorns have the potential to disrupt the status quo and make meaningful improvements to sustainability.
  • Core companies have developed businesses, have reached profitability and in most cases pay dividends.

Ongoing Scrutiny

  • We meet or speak to senior company management at least once a year
  • Daily overview of company news and analyst commentary   
  • Assess plans for growth and likely impact on Business Relief qualification
  • Watchlist of further AIM companies is maintained as potential new portfolio holdings
  • Stocks can be quickly added/replaced in the portfolio, especially where Business Relief qualification is threatened          

 

AJ Bell:

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