AIM for High Yield Portfolio - changes for 2024
In a very difficult year for AIM and smaller quoted companies in general, our higher yielding AIM portfolio delivered a commendable performance, paying out some attractive dividends along the way. Our update here summarises the performance in 2023 and introduces some changes for 2024. (Premium)
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 AIM 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…