Welcome to
Fundamental Asset Management

We are a specialist investment firm delivering outstanding growth since 2004 creating investment portfolios suited to your requirements.

Fundamental Global Growth Portfolio

Has delivered outstanding investment returns to clients since inception in 2004, making direct investment in many of the world’s largest and fastest growing companies.

Fundamental UK Dividend Income Portfolio

We meet your precise requirements with intelligently managed investment portfolios. Fundamental has delivered outstanding investment growth through our share portfolios which are suitable for General Investments Accounts, ISAs and SIPPs (Self-Invested Pension Plan).

AIM IHT Growth Portfolio

Our AIM IHT Growth Portfolio targets 20 to 30 diverse companies with potential growth opportunities combined with the benefits of business property relief and IHT tax relief.

AIM IHT Income Portfolio

This portfolio service invests in the shares of higher-yielding Business Relief qualifying AIM companies, notwithstanding portfolio size. combined with the benefits of business property relief and IHT tax relief.

WHO WE ARE

About Fundamental Asset Management

Learn More About Us

Founded in 2004, Fundamental Asset Management is an independent, owner managed, investment specialist focusing on direct equity investment for high-net-worth individuals. The firm carries out its own in-depth research and analysis of exciting companies, trading on both the UK and leading overseas stock markets.
Our mission is to craft bespoke solutions that align with your unique financial goals, enhancing your lifestyle and ensuring your legacy endures for generations.

OUR PRODUCTS

What We Offer

Our mission is to craft bespoke solutions that align with your unique financial goals, enhancing your lifestyle and ensuring your legacy endures for generations. To that end, we offer a range of products and investment solutions to help you reach your financial goals some of which can also reduce a potential inheritance tax burden.

Fundamental Global Growth Portfolio

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Fundamental UK Dividend Income Portfolio

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AIM IHT Income Portfolio

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AIM IHT Growth Portfolio

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FREE DOWNLOAD

Download our AIM for Inheritance Tax Report!

This FREE report explains how investing in good quality AIM companies can help you avoid Inheritance Tax and potentially substantially increase your wealth. Download the report.

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WEBINARS

Join one of our upcoming webinars or watch a previous one

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How Do You Use AIM For Inheritance Tax Planning?

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False Start or Are Small
Caps Up and Running?

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AIM ISAs Are They
Worth It?

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WHAT'S NEW

Latest News & Insights

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Inheritance Tax Hits New Annual Record

INHERITANCE TAX HITS NEW ANNUAL RECORD Inheritance Tax receipts from April 2024 to February 2025 have reached £7.6 billion. This amount is £0.8 billion higher

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Will pensions be the saviour of AIM?

Will Pensions Be the Saviour of AIM? The AIM All-Share Index experienced another challenging year in 2024, falling by 5.7% (you can listen to our

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PODCAST: What does the Budget mean for AIM and IHT planning?

We had a large number of questions through regarding the The Budget, IHT and AIM. Listen to Fundamental Asset Management’s Chris Boxall, Stephen Drabwell and
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BUDGET: our initial response

On the back of the first Labour Government Budget for 14 years Fundamental Asset Management have put together an initial response relating to AIM investments.
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Disclaimer & Risk warning

Our investment services may not be suitable for everyone, and potential investors should fully understand the risks involved. We therefore always recommend investors seek independent advice before making an investment. Past performance is no guide future performance, and the value of any investment may fall as well as rise and investor may not get back the full amount invested. Tax benefits will depend on circumstances and tax rules and regulations are subject to change. Please read more here.

© Fundamental Asset Management Limited is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales. Registered no 05089880.

FREE DOWNLOAD

Download our How to beat Inheritance Tax with AIM shares

This FREE report explains how investing in good quality AIM companies can help you avoid Inheritance Tax and potentially substantially increase your wealth. Download the report.