AIM for High Yield: soaring performance
Our AIM for High Yield portfolio, which we started in October 2022, has got off to a flying start, significantly outperforming the AIM Index and the UK Main Market. The takeover of one of our portfolio companies has also brought an enforced change, while another of our portfolio constituents has just announced cracking results, as you discover in our update here.
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, stocks 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, 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 this portfolio of 16…