Introduction

Appian is an independent investment management company. Since our establishment in 2003 our investment philosophy has been to achieve solid investment growth with the minimum of risk and low volatility. Our objective is to preserve and grow capital through value investing on a sustainable, risk adjusted basis.

Key Features

• We invest in global equities, government bonds, cash deposits and commodities.
• Current asset allocation is 43% equity, 6% commodities, 34% bonds, 17% cash.
• We favour defensive growth sectors which over time will give steadier returns than cyclical and small cap sectors.
• All investments are managed directly by the Appian investment team – we do not use 3rd party products.
• We ignore investment fashions and do not leverage on any investments.
• The Appian investment team has substantial experience and an excellent track record.
• We target absolute returns over the medium to long term of CPI + 2-3% (circa 6-8% p.a.)