Managed by group’s head of research Matthew Hoggarth, the service will hold a diverse range of some 20-25 AIM-listed shares which qualify for business property relief (BPR) for IHT planning purposes.
Rebalanced quarterly, these AIM stocks are selected using Thesis’ proprietary system of six measures of financial strength; namely dividend yield, earnings, earnings to price, EBITDA to sales, return on assets and prior year’s earnings.
The service carries a portfolio management fee of 1.2% plus VAT, but has no dealing costs or upfront charges.
“Companies admitted to AIM can be young, growing and dynamic, and provide a great opportunity to help boost the UK economy from the ground up,” said Hoggarth. “Coupled with the IHT benefits, it makes it a compelling proposition for investors wishing to pass on more of their wealth to loved ones.
“We believe we are in a great position to offer this service due to the genuine belief we have in our thorough UK equity selection process which we have been running for some time now to great success.”
