Equity Fund

The Appian Equity Fund invests in high quality blue chips stocks in Europe, U.S.A., Switzerland and the UK. Since inception it has outperformed the FTSE all World (Euro) index with a significantly lower level of volatility. All our funds have no entry, exit or performance fees and performance figures are shown net of all annual management fees. Please see some of the key information in relation to the Appian Equity Fund as at the end of Q1 2017 and the funds historic unit prices below

Fund Return
Period 2010 2011 2012 2013 2014 2015 2016 2017
Fund Return * -0.85% 4.25% 7.42% 18.73% 10.7% 12.77% 5.32% 7.64%
Close of Business Mid-Market Prices Deal Date Dealing Price €
31/10/2017 01/11/2017 186.562
29/09/2017 02/10/2017 182.089
31/08/2017 01/09/2017 173.932
01/08/2017 02/08/2017 176.791
30/06/2017 03/07/2017 178.308
31/05/2017 01/06/2017 179.442
28/04/2017 02/05/2017 182.812
31/03/2017 03/04/2017 181.189
28/02/2017 01/03/2017 179.53
31/01/2017 01/02/2017 173.414
30/12/2016 03/01/2017 173.321
30/11/2016 01/12/2016 167.96
Top 5 Equity Holdings
Name Country Sector %
UBS Switzerland Financial Services 5.17
Wells Fargo & Co USA Financial Services 4.98
Novartis Switzerland Pharmaceuticals 3.77
Hanesbrands Inc USA Consumer 3.34
ABB UK Technology 3.19

Geographic Equity Distribution

Performance Chart

Fund Fact sheets

Downloadable Fact Sheets
Equity Fund Q3 14 01/10/2014
Equity Fund Q4 14 02/01/2015
Equity Fund Q1 15 01/04/2015
Equity Fund Q2 15 30/06/2015
Equity Fund Q3 15 30/09/2015
Equity Fund Q4 15 06/04/2016
Equity Fund Q1 16 12/04/2016
Equity Fund Q2 16 30/06/2016
Equity Fund Q3 16 30/09/2016
Equity Fund Q4 16 31/12/2016
Equity Fund Q1 17 31/03/2017
Equity Fund Q2 17 30/06/2017
Equity Fund Q3 17 30/09/2017