AIM for High Yield: half year update
Our AIM for High Yield portfolio had a more challenging second quarter, but it's still significantly outperforming the AIM Index offering some attractive dividend income. Our concerns surrounding the dividend of one of our portfolio companies has also brought another change to the portfolio, which we cover in our update here. Thankfully there have also been very strong performances from several stocks.
We were compelled to put together this collection of higher yielding AIM companies following the steep decline in share prices of many good-quality, dividend paying AIM companies in 2022. With many sitting on plenty of supportive cash, but their share prices languishing, these high yielders also have considerable growth attractions as well, as you can discover below. All the companies selected have been assessed as meeting the Business Relief criteria (see AIM for IHT), offering further attractions to those with an eye on potential Inheritance Tax relief. We have also set a minimum market capitalisation threshold of £50m. Our intention with…