KAM Specialist
KAM’s Multi-Asset services, consisting of KAM Specialist and KAM Tailored, invest across the full range of asset classes.
Growth
The KAM Specialist Growth Portfolio focuses on maximising capital growth over the medium to longer-term. More active management may be used in order to capitalise on short term opportunities.
Balanced
The KAM Specialist Balanced Portfolio is designed for investors seeking capital growth, and an element of income, from a diversified portfolio of investments.
Income
The KAM Specialist Income Portfolio is a specialist investment service which targets a 5% per annum yield with income paid in equal monthly instalments.
AIM Inheritance
The AIM Inheritance Portfolio is designed to deliver Inheritance Tax (IHT) mitigation through investment in AIM shares that qualify for Business Property Relief (BPR), whilst offering the potential for growth in the overall value of your portfolio.
AIM Special Situations
The AIM Special Situations Portfolio is a 'best ideas' selection of AIM investments that targets capital growth in the longer term.
Risk factors
These portfolios may invest in a number of different asset classes, and this may include some exposure to higher risk, and more volatile investments. You should note that the value of your investments and income from them may vary and you may realise less than the sum invested.