We take the responsibility of looking after our investors’ legacies very seriously. This means thoroughly researching our investments, and employing professional legal and taxation advisers – to ensure our investment service are compliant with all current legislation.
Our investments are diversified across a range of asset classes, to protect against market risk – and within each service, we then diversify by geography and type of security.
We pride ourselves on being totally transparent, starting with full disclosure of all fees. We also provide a clear investment strategy, and regular reports on how each investor’s portfolio is performing.
Across all of our Services, our fundamental commitment is capital preservation. We then seek to achieve cautious medium-term growth, which can be distributed or reinvested to suit each investor’s requirements.
The popularity of AiM investments has grown as a viable estate planning solution. Provided the initial investment is held at the point of death, these AiM holdings should qualify for 100% relief from inheritance tax after just two years, rather than the standard seven years which other forms of estate planning generally take.
The nature of AiM means that the size of the companies quoted can vary quite dramatically, with nearly half the companies in the index valued at less than £250 million, and only 1% with a value of over £1 billion.
We believe diversification is key to protecting against market risk, which is why we offer one of the most diversified portfolios on the market. We hold 40 companies across eight of the ten AiM sectors, and the notable exclusions from our portfolio are the Utilities and Oil & Gas sectors. We also do not invest in companies which have a binary outcome.
Our professional team have been at the forefront of the efficient UK investment when they established the investment and property division of a major independent merchant bank. Over the next decade this company became one of the leading investment houses in the market, with assets under management of some £3.5 billion at its peak!
The Stellar Fund was founded as an investment company, registered in England and Wales and authorized and regulated in the United Kingdom by the Financial Conduct Authority with the aim of helping investors to multiply their income. Start operations with companies that qualify for Business Relief (BR), which are actively trading on the London Stock Exchange’s Alternative Investment Market (AiM).
With capital preservation as a key consideration, our service is comprised of a diverse and carefully-selected portfolio of 40 AiM quoted companies. Our in-depth understanding of the type and range of companies quoted on AiM means that we exclude a substantial portion of these companies from our portfolio, because of their higher levels of volatility and relatively small market capitalization.
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