Puma's award-winning AIM IHT Service celebrates three years of strong performance

Puma Investments, the specialist provider of tax efficient investment solutions, and part of the Shore Capital Group, is delighted to announce that its award-winning AIM IHT Portfolio Service has been in operation for three years, boasting a successful track record and delivering strong overall returns for investors.

Over its three year history, it has delivered a 67.4%* return, outperforming the FTSE AIM All Share Index over the same period by 44.4%*, which translates to a net annualised return of +18.7%.


Puma’s Chief Executive, David Kaye, said:

 The strong growth of global stocks combined with the unabated increase in property prices means that inheritance tax receipts are forecast to hit £6.2 billion in the UK in the next five years. A record number of individuals will be subject to IHT in 2017 and it is predicted that one in ten estates will be liable by 2018/19.

 I am delighted to report that our award-winning AIM IHT Service continues to offer compelling returns as well as potential inheritance tax relief for investors, both in and outside of ISAs.

The Service was launched in mid-2014 and its successful track record has made it an increasingly attractive proposition for investors. Puma’s approach is firmly based on the application of robust research and the firm prides itself on only selecting investments after the most rigorous financial and business analysis.

The AIM IHT Service is a discretionary portfolio service that seeks to mitigate inheritance tax by investing in a carefully selected portfolio of Alternative Investment Market (AIM) shares. The Service invests according to strict stock selection criteria, focusing on high quality companies with strong margins, good returns and a track record of cash generation.

Advisers can now also access Puma AIM IHT Service through leading Adviser Wrap Platforms; Ascentric, Standard Life and Transact, as well as directly with Puma.

Puma’s AIM IHT Service won Best AIM Investment Manager at the 2016 Growth Investor Awards. Puma Investments is a subsidiary of Shore Capital, itself an AIM listed investment group                                                           




Puma Investments

David Kaye, Chief Executive

+44 (0) 20 7408 4050,


Sources: OBR – Economic and fiscal outlook, March 2017; Alternative Investment Report – BPR, 2015, Intelligent Partnership

* All performance data is quoted net of management and dealing fees. Source: Puma Investments, FTSE International. In 2014 Puma AIM delivered a +4.72% return. FTSE AIM All Share Index returned -10.6%. In 2015 Puma AIM delivered a +30.9% return. The index returned +5.23%. In 2016 Puma AIM returned +4.98%. The index returned +14.29%.


Risk Factors:

An investment in the Puma AIM Service, Puma EIS, the Puma VCTs and Puma Heritage plc (collectively the “Offerings”) carries risk and investors should take their own independent advice. Below are the key risks however investors should read in full the relevant offering documents:

  • General: Past performance is no guarantee of future results and share prices and their values can go down as well as up. Forecasts are not a reliable guide to future performance.
  • Capital at risk: An investment in the Offerings can be viewed as high risk. Investor’s capital may be a risk and investors may get back less than their original investment.
  • Tax reliefs depend on individual’s personal circumstances, minimum holding periods and may be subject to change. There can be no guarantee that the Offerings will fulfill the criteria to obtain tax relief.
  • Liquidity: It is unlikely there will be a liquid market for any of the investments in the Offerings and it may prove difficult for investors to realise immediately or in full the proceeds.