Easiest way to track the AIM market

[Porridge GTI]

Is it still necessary to choose and buy a collection of individual stocks?

[anonymous-user]

For instance check these out. Not exclusively AIM but definitely relevant and IMO preferable to the risk of investing in individual AIM companies,

Marlborough UK Micro Cap fund

Franklin UK Smaller Companies

River and Mercantile UK Equity Smaller Companies

Old Mutual UK Smaller Companies

Miton UK Smaller Companies

[Porridge GTI]

Thanks but this is IHT-driven hence AIM.

[jeff m2]

From the sidelines

[NRS]

A few years old, but since it's for over 20 years it's good enough. Aim’s annualised total return of -1.6 per cent a year when measured over the past two decades is hardly cause for celebration.

https://www.ft.com/content/ea2bd724-140c-11e5-abda...

Would tend to suggest it's a very bad index to buy.

[Porridge GTI]

Read the question, somebody!

[anonymous-user]

• Not all Aim-traded companies qualify for BPR
• The qualifying status of a company can change and it is the status at date of death which determines whether BPR relief will be given.
• Care therefore needs to be taken when selecting individual stocks.
• Restrictions typically apply where the company is focused on property or shares.
• There is no definitive list of Aim-listed securities that currently qualify for BPR

As such I think it is unlikely you will find a simple fund that meets your needs.

Some specialist wealth management firms will manage a larger portfolio for you. Insurance may also be available to protect you if a loss exists at the time of your death. These are definitely higher risk investments, which is why IHT relief is offered in the first place.....

[Porridge GTI]

Maybe you just choose the larger more stable companies within the set of those that get IHT relief.