Puma Investments

11 Mar 2026

Introduction

From the outset, we have always had a clear and straight-forward ambition. To provide a home for individuals to invest their savings in a tax-efficient and effective way. And over the last decade, we’ve supported thousands of individuals work towards their long-term savings goals.

Models

Puma AIM IHT Model One

Rebalance schedule

Update the Model weekly and conducted mainly on a Tuesday, to ensure new clients are invested as closely in line to the model as possible. Rebalances are conducted typically on a Monday, and between three and six times a year on the decision of the Head of Puma Public Markets.

Charges

0% Initial Fee
1.5% AMC of portfolio value
Platform and dealing fees may vary across platforms

Contact

Visit www.pumainvestments.co.uk
Contact us on 020 7408 4070 or Email us at businessdevelopment@pumainvestment.co.uk

Legal disclaimer

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