CAM’s AIM Portfolio Service Achieves Maximum Ratings from Defaqto

Since 2004, City Asset Management’s AIM Portfolio Service has been one of the most appealing solutions in the market. From 1st February 2025 this quality is further validated via Defaqto’s Listed Business Relief (BR) Ratings. David Willcox has been lead manager of the service since inception and we are proud of the proposition’s strengths. These include the excellent track record, with 300%* outperformance versus the AIM index over the past 21 years, the high-quality experienced team, outstanding support service for advisers and value for money. These outstanding attributes, have been validated through a Defaqto Listed BR 5 Star Rating for a second consecutive year, in 2025.

In addition, the City Asset Management AIM Portfolio Service has achieved a Defaqto 5 Diamond Listed BR Rating, again for 2025. The main elements of Defaqto’s Business Relief Diamond Ratings are performance comparisons measuring returns across 1 year, 3 years, and 5 years, against a peer group of other Listed BR solutions in the UK Market.

*Source: City Asset Management, Bloomberg and Financial Express. Performance is shown in GBP, net of management fees with all income reinvested, from inception 28/06/2004. The returns include all portfolio management fees but do not include adviser fees.