The Pound a Day Portfolio™ is an ideal investment platform for investors with £25,000 or more to invest. The investment management fee is, as the title suggests, one pound a day or £365 a year (extra leap year days are free!).
There are four types of Pound a Day Portfolios:
Other features of the Pound a Day Portfolio include a regular savings scheme and a full online valuation service. Clients benefit from the full range of services available to all FIM Capital clients, including regular investment reports, income schedules and cash statements. Each Pound a Day Portfolio accumulates dividends which can either be reinvested back into the portfolio for enhanced returns or paid away each calendar quarter.
Please note that all third party costs (at discounted institutional rates) such as brokerage, settlement and custody fees will be deducted without mark up as and when they become due.
The ‘Collective’ Portfolio consists of a range of carefully chosen collective investment funds providing a broad exposure to a variety of asset classes, including fixed interest, equities and precious metals for a more balanced approach.
The Selective Portfolio: Invests into 14 high quality UK equities, also chosen for their diversity as well as their potential for dividend growth. These stocks are selected for the period of time in which they have typically achieved year-on-year dividend increases and their large size, which means they are some of the UK’s largest companies.
The ‘Selective Growth’ Portfolio consists of a range of UK equities chosen for their quality and diversity from the FTSE 250 index. The objective is to identify stocks which have a proven record and are financially strong but are yet to grow to the level at which they could progress into the FTSE 100.
The ‘American Selective’ portfolio consists of a range of American equities chosen for their quality and diversity but above all for their long term dividend track record.
For the applicable forms and resources, please select the service required and your client type from the menu below.
Senior Investment Manager
Born in the Isle of Man, Michael joined FIM Capital Limited in January 2012, following a brief period at an international bank as an administrator. Michael has achieved the RDR-compliant Level 6 certificate in Private Client Investment Advice and Management and has since become an individually chartered Fellow of the Chartered Institute for Securities and Investment in the UK and Isle of Man.Contact me
We are pleased to confirm that First World Hybrid Real Estate Fund Plc received a Raging Bull Award at a recent event which celebrates the top performers within the South African collective investment schemes industry.
Eyes On The Prize
Just what is going on? Although equity markets scraped and banged into positive territory in the first quarter of 2023, it was a painful, gritty experience.