Unicorn Asset Management AIM Masterclass

The Alternative Investment Market (AIM) is now over 25 years old, with over >£100bn* and home to some of the best businesses in the UK.
LGBR are hosting a seminar in two parts on the AIM market; the first aspect being the background, history and financial planning aspects within AIM and part two with Unicorn Asset Management, who manage over £1bn and £300m in AIM since 2002.

LGBR have partnered with Unicorn Asset Management who have +17 years’ experience of AIM investing, managing >£300m in AIM companies across their award-winning OEIC, VCT and IHT structures.

Agenda
Part 1 (12:00pm – 12:50pm): 

LGBR’s Jack Rose will begin by educating advisers about AIM investing and potentially dispelling a few myths along the way.

  • AIM – Background & History
  • Why AIM?
  • Ways to Access AIM – Planning Ideas
  • Researching AIM companies / managers
  • Using VCTs as a pension planning alternative
Part 2 (1:00pm – 1:50pm):

Award winning FE Alpha Manager Chris Hutchinson will be providing an update and overview of both Unicorn’s AIM IHT and AIM VCT. This will include details of the newly announced £30m top-up offer for the VCT.

The AIM VCT is the largest AIM focused VCT (circa £162m AUM*), delivering market-leading performance and consistent dividends since launch in 2001 and has won ‘Best VCT Award’ at the 2016 Investment Company of the Year Awards.

Funds in Focus:

For more information on the Unicorn range of funds or if you have any questions please click here or call 020 7071 3940.

*Source: Unicorn Asset Management as at 30/06/16.

Get in Touch

Please do not hesitate to get in touch for further information on LGBR or on the investment products we distribute.

Disclaimer

In order to view the information on the LGBR Tax website (www.lgbrtax.com) (the "Website"), you must accept the terms and conditions set out below (these "Terms") and our separate Terms of Use. These Terms create a binding legal agreement between us. For your own protection and benefit, please read these Terms carefully before starting to use this section of the Website. During each visit to this section of the Website, you are responsible for being familiar with, and are bound by, the then current version of these Terms. If you do not agree to these Terms, please refrain from using the Website. By clicking "Accept" below and accessing the information and material available on the Website, you accept these Terms.

IMPORTANT NOTICE: For legal reasons the contents of the Website cannot be made available to US residents. These materials and any products described herein are not being offered or targeted to US persons or to US residents and access by them is prohibited.

This section is only for UK regulated financial advisers, wealth managers and others regulated by the Financial Conduct Authority.
This section is not intended for, and must not be accessed by, investors who would be classified as retail clients under MiFID. If you are in any doubt as to whether you would be deemed to be a 'professional client' or 'eligible counterparty', please seek professional advice and refrain from accessing this section until such advice has been obtained.

By clicking 'I accept' you confirm that you are an FCA authorised financial intermediary, you also confirm that:
(i) you are eligible to access this section of the website and that you are acting on the behalf of your client as their authorised adviser or are seeking information as a representative of an institution;
(ii) you understand that the information contained in this section of the website is provided solely for the use by the advisers of organisations or representatives of such organisations, and not for members of the general public;

I confirm that:

  • I have read and accept the Terms and Conditions of using this Website, detailed above;
  • I am a professional client or eligible counterparty for the purposes of the Conduct of Business Sourcebook of the FCA;
  • I will not make an investment in an Investment Product, or advise another to do so, if the promotion of the Investment Product to the type of investor I represent is prohibited;
  • I recognise that the information provided on this Website is for information purposes only and is not a solicitation of an investment;
  • I will study the Prospectus, KIID or Offering Memorandum of an Investment Product, including the risk factors before making an investment