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The first half of 2023 saw a continuance of the tough market conditions that impacted the AIM market in 2022. Towards the end of the year however, there were some green shoots starting to emerge with inflation falling from stubbornly high levels and interest rates are looking to have peaked with potential cuts coming in 2024. Adam Greaves, Senior Investment Director discusses the drivers for the strong performance in Q4 2023 which meant the AIM IHT plan finished the year with a net return of -0.99%* against the market at -6.4%**.
We're pleased to be able to offer this update to you to watch, listen to or read. You can also access more information about the Plan and its latest factsheet further below.
*net average performance for our clients in the AIM IHT plan
** FTSE AIM Allshare index performance for 2023
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Senior Investment Director
Senior Investment Director
The information in this presentation is for private circulation and is believed to be correct but cannot be guaranteed. Opinions, interpretations and conclusions represent our judgement as of this date and are subject to change. The Company and its related Companies, directors, employees and clients may have positions or engage in transactions in any of the securities mentioned. Past performance is not necessarily a guide to future performance. The value of shares, and the income derived from them, may fall as well as rise. The information contained in this presentation does not constitute a personal recommendation and the investment or investment services referred to may not be suitable for all investors; therefore we strongly recommend you consult your Professional Adviser before taking any action. Tax treatment depends on the individual circumstances of each client and may be subject to change in future. All statements concerning tax treatment are based upon our understanding of current tax law and HMRC practise and can be subject to change AIM company shares tend to be relatively illiquid. It may be difficult to sell them or obtain reliable information as to their value and the risks to which they are exposed. The tax relief available may change at any time. IW&I does not guarantee that all investments made will qualify, or continue to qualify for tax relief. Copyright Investec Wealth & Investment Limited. Reproduction prohibited without permission.
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