The following has been printed solely for on 07 December 2024, and should not be relied upon by any other party Try MICAP for free Login No notifications Welcome back Research Tools Overview Investment Listing Filter Compare Build Portfolios Save your Research Your Activity Log Activity Log FAQ MICAP Reviews Review Process MICAP Impact Scores Other Adviser Services Overview Panel Support Services Client Reporting Digital Application Forms Market Information Overview EIS/SEIS Market Snapshot VCT Market Snapshot Enterprise Investment Scheme (EIS) Seed Enterprise Investment Scheme (SEIS) Venture Capital Trusts (VCTs) Tax Treatment (EIS, SEIS, VCT) Business Relief (BR) Key Risks
AIM BR Performance AIM BR Performance Below we consider the performance of the AIM BR portfolio services that are listed on the MICAP Fund Finder and have provided their performance records to MICAP. Five-year Performance to 30/06/2024 The default view is the performance of each AIM BR service over the past five years. You can change the period from one year up to 10 years using the dropdown menu. Finally, you can also select an AIM BR service on the y-axis to reveal that individual service’s performance over its last 10 financial years. Please note that a standardised methodology for calculating the performance has been applied to all AIM BR portfolio services below. The performance is calculated net of all trading expenses, management fees, custodial fees, and withholding taxes, but excluding the effect of any adviser charges. Any AIM BR services not included below have either not made their performance publicly available or requested not to be included. Professional Licence subscribers can see the services’ names on the graph below, and can hover over the data on the chart to find out more about that particular service. Select: Please note: calculation is based on the average performance of all investors' portfolios within the service, net of all trading expenses, management fees, custodial fees, and withholding taxes, but excluding the effect of any adviser charges. The default view is the performance of each AIM BR service over the past five years. You can change the period from one year up to 10 years using the dropdown menu. Finally, you can also select an AIM BR service on the y-axis to reveal that individual service’s performance over its last 10 financial years. Please note that a standardised methodology for calculating the performance has been applied to all AIM BR portfolio services below. The performance is calculated net of all trading expenses, management fees, custodial fees, and withholding taxes, but excluding the effect of any adviser charges. Any AIM BR services not included below have either not made their performance publicly available or requested not to be included. Professional Licence subscribers can see the services’ names on the graph below, and can hover over the data on the chart to find out more about that particular service. Back to overview Please note: calculation is based on the average performance of all investors' portfolios within the service, net of all trading expenses, management fees, custodial fees, and withholding taxes, but excluding the effect of any adviser charges. Below you can see the annualised total return of all BR services since inception vs the total number of years the service has been in operation (capped at 10 years). Each dot represents an individual portfolio service, and the size of the dot indicates the aggregate funds raised into that service since inception. Professional Licence subscribers can hover over an individual dot to find out more about that particular service. Annualised Performance vs Number of Years in Operation
The MICAP Impact Assessment process is based on the Manager’s answers to our Impact Assessment Questionnaire, which may not be verified or audited by MICAP. The resultant MICAP Impact Scores should not be taken as financial advice or a complete and comprehensive analysis of the risks of investing in the investment, which are usually set out in the Information Memorandum, Prospectus or Brochure supplied by the Investment Manager. Alternative and unquoted investments are inherently high risk and invested capital is at risk. Tax ramifications may vary depending on the investor's personal circumstances. MI Capital Research Ltd is an Appointed Representative of Thornbridge Investment Management LLP (FRN: 713859), which is authorised and regulated by the Financial Conduct Authority.

AIM BR Performance

Below we consider the performance of the AIM BR portfolio services that are listed on the MICAP Fund Finder and have provided their performance records to MICAP.

Five-year Performance to 30/06/2024

The default view is the performance of each AIM BR service over the past five years.
You can change the period from one year up to 10 years using the dropdown menu.
Finally, you can also select an AIM BR service on the y-axis to reveal that individual service’s performance over its last 10 financial years.
Please note that a standardised methodology for calculating the performance has been applied to all AIM BR portfolio services below. The performance is calculated net of all trading expenses, management fees, custodial fees, and withholding taxes, but excluding the effect of any adviser charges.
Any AIM BR services not included below have either not made their performance publicly available or requested not to be included.

Professional Licence subscribers can see the services’ names on the graph below, and can hover over the data on the chart to find out more about that particular service.

Please note: calculation is based on the average performance of all investors' portfolios within the service, net of all trading expenses, management fees, custodial fees, and withholding taxes, but excluding the effect of any adviser charges.

Below you can see the annualised total return of all BR services since inception vs the total number of years the service has been in operation (capped at 10 years). Each dot represents an individual portfolio service, and the size of the dot indicates the aggregate funds raised into that service since inception.

Professional Licence subscribers can hover over an individual dot to find out more about that particular service.

Annualised Performance vs Number of Years in Operation

The MICAP Impact Assessment process is based on the Manager’s answers to our Impact Assessment Questionnaire, which may not be verified or audited by MICAP. The resultant MICAP Impact Scores should not be taken as financial advice or a complete and comprehensive analysis of the risks of investing in the investment, which are usually set out in the Information Memorandum, Prospectus or Brochure supplied by the Investment Manager.

Alternative and unquoted investments are inherently high risk and invested capital is at risk. Tax ramifications may vary depending on the investor's personal circumstances. MI Capital Research Ltd is an Appointed Representative of Thornbridge Investment Management LLP (FRN: 713859), which is authorised and regulated by the Financial Conduct Authority.